Account codes are typically used to assist companies in the billing of clients. For example, if a law firm wants to keep track of the length of calls to their clients so that they may later bill those clients for services rendered, they can enter an account code that corresponds to that client before dialing the client's phone number. At the end of the call, the account code and call length, time, and date are recorded in the Usage Log (Call Detail Record). For information about viewing and exporting the Usage Log, see Generating Usage Logs.
Account codes can also be used to restrict unauthorized users from dialing long-distance or international numbers. To use account codes to restrict these calls, call permissions must also be set accordingly for the settings group. For example, with required account codes and local call permissions, the user will be able to dial local numbers without entering an account code but will be required to enter a valid account code to dial a long-distance or international number.
Account codes collection for a user is determined by the settings group that the user is assigned to. For each settings group that has account code collection enabled, account codes can be optional or required. See Settings Groups for more information.
To set up account codes for your phone system, contact Support.
Using Required Account Codes
When required account codes are enabled and a user repeatedly dials an incorrect account code, the call will not be completed.
- Dial the desired outbound telephone number (including the outbound dial digit for your account).
- When prompted, enter the account code and then press #.
Using Optional Account Codes
When optional account codes are enabled, a user can enter a valid account code or can press # to continue the call without entering an account code.
If a user repeatedly dials an incorrect account code, the call proceeds. The call is recorded in the Usage Log, but the account code is not recorded.
- Dial the desired outbound telephone number (including the outbound dial digit for your account).
- When prompted, do one of the following:
- Enter the account code and then press #.
- Press # to complete the call without entering an account code.
