Shared account naming guidelines

Administrators are encouraged to create accounts as logically related groups. Doing so makes for easier searching and charging, and better integration with existing accounting systems.

Different account models can be adopted by organizations depending on their requirements. Common models are:

• Faculty or Department - a simple flat list familiar to schools, colleges and Universities.

• Client / Matter model - familiar to legal and accounting firms

• Project / Phase model - familiar to engineering and technology firms

• Customer / Job model - familiar to other customer based firms and common in accounting software

The following sections describe how to configure PaperCut NG/MF to best match the three advanced models.

Client / matter naming model

The client / matter model is one with which legal and accounting firms are familiar. In this model:

• Top level accounts are created for each client

• Sub-accounts are created for each matter under the relevant client

Usually, charging directly to a client (without a matter) is not allowed in this model. Instead users should charge to the relevant matter. SysAdmins should set each top level account to be inactive (disabled), and all sub-accounts to active, as shown in the following image. This enforces use of sub-accounts only.

As shown in the example, the shared account code is used as the client code for the top level client accounts, and the matter code for the matter sub-accounts. In the account list, the sub-account codes are displayed as [parentCode]-[subCode]. For the shared account code to be visible, select the Make shared account PIN / code visible check box. For more information see Customize shared accounts .

By including both the client/matter code and name, users are able to search for a particular account by either client code, matter code, client name or matter name. The following examples demonstrate this:

1. Searching by client name displays the client plus all matter codes for the client.

   

2. Searching by client code displays the client plus all matter codes for the client.

   

3. Searching by matter name displays the matching matters plus the client for each matching matter.

   

4. Searching by matter code displays the matching matters plus the client for each matching matter.

   

Project / phase naming model

Engineering and IT firms are familiar with the project / phase model:

• Parent accounts are created for each project

• Sub-accounts are created for each project phase or stage

Usually, charging directly to a project is not allowed in this model - instead users should charge to the relevant project phase. SysAdmins should set each parent account to be inactive (disabled), and all the sub-accounts to be active, as shown in the following image.

When projects have a job or project number, it is recommended that it be included as the shared account code. For the shared account code to be visible, select the Make shared account PIN / code visible check box. For more information see Customize shared accounts .

By including the project name, project number and phase name, users can search for a particular account using any of these fields. The following examples demonstrate this:

1. Searching by project name or number displays the project plus all phases for that project.

   

2. Searching by phase displays all matching project phases, plus the project name for each phase.

   

Customer / job naming model

Organizations that deal with customers on a per-job basis are familiar with the customer / job model, as are those who use common accounting software packages. In this model:

• Parent accounts are created for each customer

• Sub-accounts are created for each job

The basic principals of the customer / job naming model are the same as the project / phase naming model. See Project / Phase Naming Model , substituting project for customer and phase for job.