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Assigning Client-Matter/Billing/Project Codes

ASSIGNING CODES

  • No Character Limits
  • Alpha-Numeric Format
  • Web-based Input

Now you can easily assign your conferences for proper billing, tracking, and cost allocation.

Consolidating all billable project/case components can be a daunting task often requiring manual reconciliation that can take considerable time to perform. AT Conference offers multiple options to link call data to the appropriate client, department or project to properly assign billable time.

Proper call accounting is a critical component of any company regardless of size or the business vertical it services. AT Conference's tracking solutions satisfy business requirements for professional service organizations including law firms, accountants, and consultants.

Advantages:

  • Fully integrated into low-cost reservationless conference call service.
  • Full scale, unlimited character, alpha-numeric codes accepted.
  • Web-based input for ease of use.
  • No need for time consuming or costly advance reservations.

Options for Assigning Codes

  1. Web assigned free form codes assigned to each unique conference after completion of the call.
    • The user registers for delivery of AT Conference's Phone Conference Usage Reports (there is no charge for this service).
    • At the completion of each call a Usage Report is sent via email to the designated recipients. The report includes a synopsis of the call including: Date, Time, Caller IDs, Role, Connection Type, Minutes and Charges.
    • To assign a code you would follow the steps below:

      • Click the "Add A Billing Code" link on the usage report
      • User is taken to an interface screen
      • In the interface, type in an alpha-numeric code
      • Click "Submit" and the conference record is now assigned the submitted code

    • The Billing Code Summary section on your monthly invoice lists all conferences that have been associated to a specific code. The billing code is also listed in the conference detail section of the invoice.

  2. Digital entry of billing codes at the time of the conference start.
    • The conference room options are set to require an adhoc billing code entry. Contact AT Conference Support to make this change.
    • The Host calls the toll-free number and is prompted for their Host code.
    • The Host is then prompted to enter a numeric code of up to 20 digits via their telephone keypad.
    • The conference record is now associated with the numeric adhoc code as entered by the Host.
    • On the monthly invoice all conferences that have been associated to a specific code will be summarized and presented in the Billing Code Summary section of the invoice.

  3. Hard-coded billing codes assigned at the user level.
    • Each conference room (unique set of Host and Participant codes) can be assigned an alpha-numeric code (For example: Sales, Engineering, etc.).
    • Any subsequent usage to that conference room (set of Host and Participant codes) will be allocated to that Billing Code.
    • On the monthly invoice all conferences that have been associated to a specific code will be summarized and presented in the Billing Code Summary section of the invoice.


* During AT Conference business hours - Monday-Thursday: 8:00 a.m to 7:00 p.m. ET; Friday 8:00 a.m. to 6:30 p.m. ET.

 


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  • No Contracts
  • No Setup or Activation Fees
  • No Monthly Fees or Minimum Charges

Our clients include many Fortune 1000 companies, non-profit organizations, government agencies and a wide array of small and mid-sized businesses. More on Our Clients.
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"You are the most hassle free, cost efficient and accommodating system ever for conference calling."
  - Gene C.
  Financial Planning Services

"Just wanted to let you know that we used AT Conference for the first time yesterday for a rather lengthy conference call with 28 participants and everything went very smoothly. Your rates are far better than that which we were paying with Genesys."
  - April L.
  Television Broadcast Industry

"I was tasked this week to pull together a new conferencing solution by week's end. Your staff gave me a full demo, answered all my questions and had my account established in minutes. We ran a test and had our first conference. It couldn't have been easier to use and the report feature is going to help us track time and costs. Great product. Thanks."
  - Tom H.
  Financial Institution