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Jusan TaxLine IP, Installation And User Manual

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TaxLine IP Installation & User Guide 

20 

3.2.

 

REPORTS 

 

The  unit  generates  a  large  variety  of  reports,  the  parameters  of  which  are  defined 
beforehand  during  the  programming  phase.  These  reports  are  printed  immediately, 
with no need to define selection criteria, date ranges or other parameters. 

The system is supplied with 9 reports defined by default. The following table contains 
the parameters for these reports. 

 

REPORT 

1 

2 

3 

4 

5 

6 

7 

8 

9 

Name 

Today´s 

calls 

Yesterday´s 

calls 

Current 

month 

Previous 

month 

Current 

week 

Previous 

week 

By 

extension 

By 

trunks 

By 

departments 

Type 

Chrono. 

Chrono. 

Chrono. 

Chrono. 

Chrono. 

Chrono.  Extension 

Trunk 

Depart. 

Date 

Today 

Yesterday 

Current 

month 

Previous 

month 

Current 

week 

Previous 

week 

All 

All 

All 

Extension 

All 

All 

All 

All 

All 

All 

All 

All 

All 

Destination 

All 

All 

All 

All 

All 

All 

All 

All 

All 

Calls 

All 

All 

All 

All 

All 

All 

All 

All 

All 

Duration 

All 

All 

All 

All 

All 

All 

All 

All 

All 

Cost 

All 

All 

All 

All 

All 

All 

All 

All 

All 

Pulses 

All 

All 

All 

All 

All 

All 

All 

All 

All 

Department 

All 

All 

All 

All 

All 

All 

All 

All 

All 

Lines 

All 

All 

All 

All 

All 

All 

All 

All 

All 

Output 

Local 

printer 

Local 

printer 

Local 

printer 

Local 

printer 

Local 

printer 

Local 

printer 

Local 

printer 

Local 

printer 

Local 

printer 

Mask 

0 

0 

0 

0 

0 

0 

0 

 0 

0 

 

For any modification of these reports, please refer to the 

Programming Guide

.

 

For instance, the third report called 

“Current month”

: 

  Is a chronological report. 

  Includes  all  calls  without  taking  into  account  destination,  type,  duration,  cost  or 

number of pulses. 

  Only takes into account the calls made during the current month. 

  Concerns all extensions, all departments and all trunks. 

  Is printed on the internal printer. 

  Shows the complete dialed numbers without masking any digit. 

 

1.

 

Obtaining reports 

 

1. Guests 

2. Listings 

3. Configuration 
4. System Status 

 

1. Enquiries 

2. Reports 

3. Production 
4. Production reset 

 

 

Move  within  the  menu  using  the

 

 

keys.  To  select  the  report  type  its 

number, or place the cursor over it and press 

ENTER

. 

The  report  is  printed  using  the  output  device  marked  in  the  reports  configuration. 
Accordingly, the contents will depend on the programming. 

To interrupt a listing press 

CANCEL

. 

In  the  case  of  an  output  on  screen,  use  the 

  keys  to  scroll  through  the 

different calls. 

Summary of Contents for TaxLine IP

Page 1: ...TaxLine IP INSTALLATION AND USER GUIDE Version 6 2 or higher...

Page 2: ...wer supply 8 2 2 CONFIGURATION 8 2 3 GUIDED INSTALLATION 9 1 Date and Time 9 2 Costing parameters 9 3 Programming extension numbers 10 4 Configuration of Printer parameters 10 5 Configuration of the I...

Page 3: ...ng bills 35 4 2 SYSTEM PROGRAMMING 36 1 Setting the date and time 36 2 Modifying the password 36 3 Selecting the language 37 4 Local Area Network 37 5 Save and Restore System Configuration 38 6 Reinst...

Page 4: ...ategory with three levels of profit per call initial cost per call and the VAT rate to be applied Billing of guest extensions upon check out with the possibility to include other charges minibar room...

Page 5: ...u Validate and go to next screen Paper feed line by line if printer connected Decimal point when entering numbers Display the various choices for a parameter Access some special functions depending on...

Page 6: ...do modifications 1 4 SCREEN It is a liquid crystal display with 4 lines of 20 characters each It displays the information registered by the unit as well as the menus and parameters of the system 1 5 P...

Page 7: ...following table Use the keys for moving the cursor within the text Special characters 1 Space 3 d e f Definition of headings and footnotes The hotel mode offers editing facilities to define headings a...

Page 8: ...the PBX in 2 different ways Via a TCP IP connection Via the V24 RS 232 port of the PBX 1 Connection to the PBX via RS 232 Use the supplied cable to hook up the V24 connector of your PBX to the 9 pin c...

Page 9: ...operate The internal battery is only used to power the memory and to sustain the data and configuration in the case of a mains failure 2 2 CONFIGURATION When the unit is connected to the mains for the...

Page 10: ...the PBX are the same 2 Costing parameters COSTING PARAMETERS 1 COSTING Mixed 2 TEL 914560110 3 PREFIX Press 1 Costing select the costing mode by pressing the keys and confirm with ENTER DURATION Mode...

Page 11: ...um and validate with ENTER Press O K to save parameters and go to next screen 3 Programming extension numbers EXTENSIONS 1 Insert 2 Delete Press 1 to insert extension numbers Press 1 and enter the num...

Page 12: ...arameters PBX Configuration 1 RX Data TCP 2 Speed 9600 3 Data Bits 8 4 Stop Bits 1 5 Parity NONE 6 IP Port 21 7 IP Address Press 1 use keys to select how the PBX sends call records to TaxLine IP Valid...

Page 13: ...OPERATIONAL TEST Check in a guest extension Make a real call with a duration of at least 30 seconds from a guest extension and hang up Check out this extension The unit should print an invoice If it...

Page 14: ...osting 4 PABX 5 Printer 6 Bills 7 System 3 1 GUESTS MANAGEMENT Once created the extensions may be assigned to the different departments During system programming the organization s layout is defined T...

Page 15: ...To include these expenses on the next bill for this extension Select 2 Ignore To include on the next bill only the charges following Check in 2 Check Out 1 Guests 2 Listings 3 Configuration 1 Check I...

Page 16: ...the Autoticket parameter is not active It does not produce a check out Therefore its use is recommended when the guest is to be billed but stays in the hotel It is a manual billing i e made upon reque...

Page 17: ...the keys This limit is generally for indicative purposes only Exceeding the limit only blocks the extension in the case of a PABX interactive Check in Check out Charge The total amount of the calls ma...

Page 18: ...ecking in checking out and billing of a group of extensions Check in Check out 1 Guests 2 Listings 3 Configuration 4 System Status 6 Enquiry 7 Staff Shift 8 Group options 1 Check In 2 Check Out To che...

Page 19: ...s they are completed 6 Monthly evolution Graphic representation of the total number of calls total duration and total amount for each of the last 12 months 7 Response time Graphic representation of th...

Page 20: ...r start date 3 Till All calls or enter end date 1 Cost All calls or enter a minimum cost 2 Destination All calls or enter a prefix 3 Duration All calls or enter a minimum duration 4 Listing Detail or...

Page 21: ...All All All All All All All All Lines All All All All All All All All All Output Local printer Local printer Local printer Local printer Local printer Local printer Local printer Local printer Local p...

Page 22: ...time an extension is billed or checked out the unit accumulates the totals until the next production reset Usually the production reset is periodical weekly or monthly for instance This command resets...

Page 23: ...sting mode Meter pulse cost PBX format Time Validation Waiting Local National International 25 30 40 10 15 20 In case of a duration based costing Password Name Action Type E S INCOMING OUTGOING STORE...

Page 24: ...ept 1 BOOTHS Store Masking Type Autoticket Initial Cost YES 4 BOOTHS NO 5 00 Bl 1 Bl 2 Bl 3 FROM 0 00 10 00 20 00 TILL 10 00 20 00 PROFIT 35 00 20 00 10 00 Department Extensions 58 59 60 3 Trunk listi...

Page 25: ...ns 2 Departments 3 Trunks 2 Reports 1 Today s calls 2 Yesterdays calls 3 Current month 4 Previous month 5 Current week 6 Previous week 7 By extensions 8 By trunks 9 By departments 3 Costing 1 Costing...

Page 26: ...one by one or by group To create a range of extensions enter in From the number of the first extension ex 10 followed by ENTER and in To the number of the last extension ex 16 followed by ENTER To in...

Page 27: ...ket Only valid for rooms or booths departments YES a ticket will automatically be emitted after each call NO costing will be done manually Initial cost Surcharge to be added to the amount of the call...

Page 28: ...calls yesterday s calls current month previous month current week previous week by extensions by trunks and by departments The nature of the reports may be changed in order to program up to 9 customi...

Page 29: ...Output External printer Masking 4 Listing Detail This report called Last week s sales will list the calls generated by the sales department It will collect the outgoing calls without taking into acco...

Page 30: ...and confirm with ENTER For countries with a national number do not fill in this field 4 Unit rate Type in the unit price excl VAT of one meter pulse ENTER 5 Rounding Type in the rounding up number cos...

Page 31: ...ation Time 3 Waiting Time 4 Call Types The unit is able to process calls of different types in different ways it can store them as received from the PBX calculate the cost before storing them or just...

Page 32: ...s shall not be costed until tariffs are introduced Each tariff is composed of the following items Telephone Prefix for example area code Price per minute 2 decimal points Charging period in seconds Fo...

Page 33: ...e in order to increase tariffs in a linear form Delete This option will delete all the tariffs loaded on the unit It will then be necessary to introduce a new table for the correct operation of TaxLin...

Page 34: ...a serial port In this case the different parameters of the serial protocol must be entered Speed Transmission speed of the data between PBX and the unit 300 600 1200 2400 4800 9600 19200 38400 57600 o...

Page 35: ...Parameter for the system s use 8 Printer Configuration 3 Configuration 5 Printer 6 Bills 1 Printer 2 Port Serial 3 Compressed seq 4 Normal Seq 5 Initial Seq 6 Final Seq 7 Flow Control 8 Line Feeds Pr...

Page 36: ...rated automatically when the Autoticket mode is selected may be customised Parameters to be selected or removed Parameters selected by default Header Enter up to 54 characters per line Footer Enter up...

Page 37: ...pressing ENTER Enter the time hh mm and confirm by pressing ENTER Press OK to validate The unit is equipped with a real time clock powered by a battery which sustains the date and time in the case of...

Page 38: ...cal Area Network To program this function it is necessary to obtain the following data from the administrator of the network on which TaxLine IP is connected A fixed IP address for TaxLine IP The subn...

Page 39: ...and the option is given to delete the tariffs loaded on the system The reboot process will erase all calls stored on the unit With this operation all information regarding calls and configuration para...

Page 40: ...on the Configuration option The main configuration window appears from which all options may be selected On the left column a series of options provide Access to other configuration windows Place the...

Page 41: ...le and web page Program date and time of the PC on TaxLine IP Password for web and console Configuration of LAN connection MAC On the Taxline IP console the following options are on the PABX menu Sele...

Page 42: ...umber Call Costing Mode Only used if meter pulses available Vat percentage to be applied on bills Minimum call validation times On the TaxLine IP console the following options are on the Printer menu...

Page 43: ...ible to define which fields appear on the ticket as well as 4 lines of text for header and footer they shall be centered on the bills Once changes have been made press to store them on the unit or to...

Page 44: ...e day and the day of the week When a tariff contains several time bands no cost per minute is displayed If the cost per minute is modified that tariff shall automatically be assigned a single time ban...

Page 45: ...is not on the tariff list and error message is displayed In case predefined tariffs are available the name of the tariff applied for the given destination phone number is displayed 4 Reports The TaxLi...

Page 46: ...2 35 Call 4 00 13 40 22 85 TOTAL RESULTS CALLS 4 00 13 40 22 85 Chronological report of today s calls CHRONOLOGICAL LISTING 27 04 11 15 37 From 01 04 11 To 27 04 11 Duration 00 00 10 Date Calls Durati...

Page 47: ...r reports by department Once changes have been made press to store them on the unit or to cancel the changes 9 Configuration of Departments This screen shows the configuration of all the departments T...

Page 48: ...tore them on the unit 10 Guest Management This screen provides information on each extension Department name of the department to which it belongs Estado indicates the extension is Checked IN occupied...

Page 49: ...l time all the data as received from the PBX This enables the checking of the PBX unit communication Make a phone call from an extension and then hang up The unit should print the call record exactly...

Page 50: ...ed format Case 1 If no data are printed or if only data which should not be processed are printed the selected format is valid Case 2 If data which should have been recognised appear in REJECTED mode...

Page 51: ...lling price field is not valid The cost of the call appears in the Buying price field Check that the data corresponds to the call i e that the extension shown is the right one that the duration is cor...

Page 52: ...on already checked in Dpt with Autoticket You have requested a real time enquiry for a department configured in Autoticket mode which is not possible Do check out You are trying to reassign an extensi...

Page 53: ...the length of the number dialled is less than the required length for the call to reach its destination the call is not processed When the unit works in TIME mode the calls are not processed if their...

Page 54: ...CE of the European Parliament and of the Council of the European Union dated 27 January 2003 known as the WEEE directive Waste Electronic and Electrical Equipment In the European Union this symbol in...

Page 55: ...Reference D111XXJUSTG01EN JUSAN S A reserves the right for the benefit of its customers to modify the product specifications without prior notice...

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