Processing CDR files
To assign Voice, Data & SMS charges to your customers, you upload CDR files to your account either manually or via auto-collection.
This guide will first cover manually uploading a CDR, for how to set up auto collection, see our Auto collection article.
To get started, click the Voice, Data & SMS menu item in the left-hand navigation, then under the Call Detail Records sub-menu click Upload new file.
From this screen you're able to select your Supplier and, if applicable, a specific Platform under that Supplier.
INFO
If your supplier doesn't appear in the list, you will need to create a file converter for them.
Secondly, you're able to drag and drop relevant CDR files into the Files field. This could be one or a selection of files, as long as they're from the corresponding Supplier (and Platform) you've selected.
When you're ready to continue click the Upload file button.
This will take you to a CDR File Status screen where you can see the status of each CDR you've just uploaded.
Removing CDR files
Should you wish to remove any files you've uploaded at this point, you can do so by clicking the Voice, Data & SMS menu item in the left-hand navigation, then under the Call Detail Records sub-menu click Existing files.
From this screen you're able to click the Delete icon next to the relevant CDR file line item or you can check multiple lines using the checkbox to the left of the filename and remove the selected files using the Delete all button.
Voice, Data & SMS records
With one or more CDR files uploaded, you can now see the relevant details of the Voice, Data & SMS records contained within them.
To do so, click the Voice, Data & SMS menu item in the left-hand navigation, then under the Call Detail Records sub-menu click Voice, Data & SMS.
This screen gives you a second-to-none overview of the Voice, Data & SMS records you've uploaded to date.
The tabs on the right-hand side also give you the ability to see Voice, Data & SMS record information as an Overview, By customer, By destination or By supplier.
Filtering records
By default, the Voice, Data & SMS records screen will give you an overview of every CDR you've ever uploaded. However, you may wish to only see your most recently uploaded CDR or CDRs during a specific date range.
To do this, you can utilise the Criteria filter on the left-hand side.
| Field | Description |
|---|---|
| Date range | Use this field to select a date range that you wish to see Voice, Data & SMS records between. |
| CDR File | Use this field to search for a specific CDR filename that you've uploaded, this will filter results to only be from this specific CDR file. |
Once you're happy with the filters you wish to set, click the Apply filter button.
Otherwise, if you wish to revert the filters, simply click the Reset button.
Resolving records without a matched destination
You will generally always want the number of records without destinations to be 0.
In the event that there are records without destinations matched to them, it is likely due to line items on the CDR not having a charge code that matches a charge code on one of your created Destinations or the provider you've selected doesn't have a "catch all" Destination in place that this line item can fall back to.
To solve this, click the Resolve Destinations button.
Resolving records without a matched customer
You will generally always want the number of records without customers to be 0.
In the event that there are records without customers matched to them, it is likely due to the CLI (Caller Line Identifier) not matching to a CLI assigned to your customers.
To solve this, click the Resolve Customers button.
From this screen you have the ability to assign orphan CLIs (the CLIs that haven't been matched to your customers) to customers you've already set up on Billingbooth.
To do so:
First select the CLIs from the Orphan list you can identify as belonging to a particular customer, these will then switch to the Assign list.
If you make a mistake, simply select the entry from the Assign list to move it back.Next, use the Customer field to search for the customer you wish to assign the CLIs in the Assign list to.
If you wish, you can enter a description of the CLI(s) in the Description field, something to help easily identify the line(s).
Select the Type of CLI(s) you're going to assign to the customer.
If needed, you can specify if you want to Exclude from billing, meaning that if this field is checked, calls to the CLI(s) in the Assign column will be assigned to a customer but never billed unless this option is turned off again.
Lastly, you may want to add a Spending Cap to the CLI(s). If the Spending Cap is ever reached, Billingbooth will stop charging the applicable customer for Voice, Data & SMS (but you will still incur any applicable costs from your provider).
Once you're happy with the values you've entered, click the Assign to customer button.
Then, assuming the CLIs are assigned successfully, click the Go back to records button where a modal window will appear asking if you wish to apply the new CLI changes, selecting Yes here will re-analyse your CDR records to ensure the appropriate records are assigned to the newly relevant customer(s).
Selecting No will simply return you to the Voice, Data & SMS records screen where you will still see Calls without customers until you click the Apply pricing changes button.
Applying charges to your customers
When you upload a CDR file to Billingbooth One, it will have a status of Ready on the CDR Files listings screen (Voice, Data & SMS > Existing CDR Files).
When a CDR file is listed as Ready, it means you're still able to Re-analyse the file using the Re-analyse button on the details screen of a service file (click the View icon of one of the CDR file listings). Re-analysing is where Billingbooth One checks the file over once more against anything you've changed on your account since first uploading it.
This could be if you've tweaked your Price Adjustments, added Charge Codes to your Destinations etc..
Once you're satisfied that everything looks as it should be with the voice, data & SMS charges on the file, you're ready to apply the charges from the file to their assigned customers.
To do this, click the Process button on the details screen of a CDR file (click the View icon of one of the CDR file listings on the CDR Files listing screen).
You'll then be able to head to Customers > Customers > Select a relevant customer > Charges and see the Voice, Data & SMS charges you've assigned to that customer from your CDR file, ready to be billed.
Removing CDR files and associated charges
Should you wish to remove a CDR file and/or the charges it assigned to your customers, head to the Service Files listings screen (Voice, Data & SMS > Existing CDR Files) and click the Delete icon for the respective CDR file.
This will remove the CDR file from Billingbooth One and, if the file was Processed, remove any charges against your customers that were generated via the file.