Transcript How to Find, Read and Interpret your IT Invoice

LEARN Session September 2012
How to find, read and
interpret your IT invoice
 Accessing the IT Billing Portal
 Reviewing Reports
 Interpreting your IT Invoice
 Resolving billing issues
IT Billing Portal
 Portal provides access to billing details back to July
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2004
Provides reports based on Org Code and Index
Bill format is PDF
Charges are listed by service number
Reports can be generated for active long distance codes
by index
 AC number, name, activated date and last used date
Accessing the IT Billing Portal
 Direct access is provided based on title in UNM directory
 Billing Portal access is limited to department chairs,
supervisors, directors and accountants
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Password information can be shared as deemed necessary
 For portal access submit a request through Help.UNM
Requesting access to the IT Billing
Portal
 Go to help.unm.edu
 Enter your NetID and password
 Depending on your affiliation, you may have to enter
colleges\your netid – Ex. Colleges\ecastil4
 Click on New Request
Requesting access to the IT Billing Portal
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Box 1 – Verify your contact
information and press
continue if it’s correct
 Add alternate contact
info if needed and press
continue
Box 2 – Check mark
Building not applicable for
my request and press
continue
* Note the two green check marks indicating all
necessary information has been filled out
Requesting access to the IT Billing Portal

Box 3 – Type in Billing in
search box and click the
binoculars icon
 Find keyword that says
billing portal access,
click to highlight and
press select
 Click “click once to
search, click again to
use” button and fields
will populate
Requesting access to the IT Billing Portal
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Box 4 – Enter the indices
you would like access to
and click Continue
Existing Billing Services
Password Box
 If Box 4 has been filled
out with the indices you
need access to you do
not need to fill this box
out
Click Save
Requesting access to the IT Billing Portal
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After clicking save, a
screen will pop up with
your request number in
the top left corner
The information you listed
in Box 4 is in the
description box
You will receive an email
from Help.UNM as a
record of your request
UNM IT will respond with
the log in information
Accessing the IT Billing Portal
 Go to it.unm.edu
 Click on Quick Links
 Click on Billing
Portal
 Enter the username
and password
provided by UNM IT
and click Login
Accessing the IT Billing Portal
 Click on Reports
 Select the account you
want to view or All
Accounts from the
Account drop down
 Check the month you’d
like to view
 Scroll to the bottom of
the page and select
Usage By Index from
the dropdown and then
click on Click Here
Accessing the IT Billing Portal
 A summary of your
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charges will be
displayed on page 2
Charges are broken
down by Subcode
MRCs – Monthly
Recurring Charges
OCCs – One time
charge or credits
Toll – Long distance
or cell phone overages
Accessing the IT Billing Portal
 The remainder of the report will break down the charges
by service number
 Long distance authorization codes and cell phones have
detailed call records
 Telephone and pager lines show only the monthly charge
and any one time charges that may have been incurred
over the last month – i.e. adds, moves, programming
changes, new equipment, etc.
Resolving billing issues
 Bills should be reviewed monthly and any discrepancies
should be reported through help.unm
 Issues should be brought to the attention of UNM IT
within the month they were billed in order for credit to
be considered
 If you’d like to change the index a service is being billed
to, please submit an index change request as soon as
possible
 Index changes need to be submitted before the 20th of each
month in order to be processed before the next billing
cycle
Requesting a billing index change
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Index change requests need to be
submitted through Help.UNM
Repeat steps 1 and 2 from previous
Help.UNM instructions
Box 3 – Type in Billing in search
box and click the binoculars icon
 Find keyword that says billing,
billing change, index change.
Click to highlight and press
select
 Click “click once to search, click
again to use” button and fields
will populate
Requesting a billing index change
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Box 4 – Type a description of
your request
Existing Billing Services box
 Checkmark Index Change
 Fill out form
 Multiple changes can be
submitted in the comments
box or as an attachment
Press save once you’re ready to
submit your request