View account costs

In order to view the costs associated with an account, and access the Cost tab, you need to have the right permissions. If you don't see the Cost tab in the Accounts module, contact your administrator to request access.

1. Go to Configuration > Administration > Accounts.
2. Click on an Account entry.
3. Select the Cost tab.
4. For Range Type, select Recent Months or Custom Range.
5. If you select Recent Months, select a Time Period:
   • Current Month
   • Last Month
   • Last 3 Months
   • Last 6 Months
   • Last 12 Months

6. If you select Custom Range, select a To and From date.

   Note: The Custom Range only covers the previous 18 months.

7. If you would like to view subaccount costs at the same time, click Show subaccounts to view the subaccount costs.

8. A list of all costs assigned to the account opens. These include the account's:
   • Invoice Date
   • Fixed Cost
   • Usage Cost
   • Maintenance
   • Other Charge
   • Taxes

   • Total Charges

     Note: If you selected to Show subaccounts, all data is aggregated.

9. To change the graph, click on the invoice to show that data.
10. To export, click the export icon on the invoice grid.