1. Updating cell phone numbers in Contacts and sending Data Usage alerts
Go to Verizon Reports and find Account number unbilled usage. Download report to a location of your choosing.
Go to http://apps/PhoneBillHelper/Maintenance and upload your saved data. You can choose to send alerts or not. This updates the contact list and also sends alerts to people that are using too much data. If someone just got the number they may be inheriting the data usage of the person who had the number before them. We don't charge end users for data usage but we will charge their department for anything that goes over the account limits.
2. Monthly Bills-
you usually need to wait until the 20th of the month to get the right data
**AT&T ONLY ONE FILE THAT WE GET FROM ANDY. SAVE "SERVICE WITH MONTHLY USAGE" AS XLS. ONLY 1 FILE IS NEEDED**
Go to Verizon Reports- Manage Account>Reports>Show More
you need to download the Raw Data Download (as of 10/22 the Egan Finale Shared is no longer needed)
ATT Report Process
https://www.wireless.att.com/premiercare/
Click "Billing"
Click "Bills"
Make sure you select the Month, then select the check box next to the account with the SHORTER number (probably 05724158), then click the "View" button next to the "Pay" button above. (Don't click the "View" button next to the date selector)
***MAKE SURE 05724158 IS SELECTED***
Once the account is selected, click the "Bills" icon/button. Then choose the "All Data Export - Service Summary (ADESS) file. It will download a CSV file. This is the only file needed for AT&T.
3. Adding the bill to the phone bill helper
Go to http://apps/PhoneBillHelper/Phones/Create
Pick your carrier and upload the required info - 3 reports for Verizon, 1 report for AT&T (just the .xls one)
it will take about 30 seconds to process and then the phone bill will be there:
Click on the Bill Lines link and click on "Match unMatched"
You will end up getting a list of phone lines that aren't getting billed to departments (usually because that person is terminated or is new)
if they are a new person- just find them on the dropdown and check the box next to "xxxx is primary"
if they are gone, assign it to their manager but don't check the box
When everything is all matched, I usually run the report for each vendor and look for any weirdness: : http://apps/PhoneBillHelper/Reports
AT&T in particular has tried to sneak charges on but hopefully those days are in the past. I haven't seen any particular shenanigans with Verizon except sometimes they will let people put things we don't allow on their account (Verizon Cloud). We have had a couple of phones get charged to our account that were fraudulent too. It is easy to find those now because we don't order phones much anymore.
Linda Hendricks is the one who will handle things on the Egan AP side. She will let you know if anything seems wrong in the balance. If you happen to get a lump credit or something like that, I would just ask her to divide among the different departments. If you want to look at a hardcopy of the actual phone bill itself, you can look in Doclink.
3. Juggling data usage
I use the Account Number Unbilled Usage report to try to balance out the data usage on accounts. I download the report and make a pivot table to see which account is close to going over their data usage allowance. Then I move the big data usage lines to an account that is not as close to going over. The caveat- you can only move lines to the same type of account that they are already in. So the lines in the 120GB accounts can only move to other 120GB accounts and the lines in the 300GB accounts can only move to other 300GB accounts. You can move the lines to other accounts in the Verizon Portal. Data usage still ends up going over but all you can do is try to minimize it.
4. ETF Waivers
If you start to get too many lines that are spares, you can ask Tara for ETF Waivers, which will let you cancel lines without paying an early termination fee. It might happen if there is a large layoff but right now it is not a problem.