eMAX Pro PABX Billing System User Manual

Suitable for eMAX308/416-832 

This soft suggest running in win2000 or above!

Installation

Run ‘Setup.exe’, a message window will popup：

If some of your system files required update, the following window will popup

Click ‘OK’， reboot the computer and run’setup.exe’ again.

Next window as follow:

　

The last step is copying files：

After copying the files, installation finishes, now you can start using the program.

Instructions

Run ‘PBX Charge System’, if the following window popup, please upgrade your operation system (for instance, upgrade to Microsoft Win2000 or above).

Communication parameter setting

User should choose the serial port and baud rate according to the type of their PC and PBX. If the user ignores, the default setting is COM1 port and 2400bps baud rate.

If you can’t fine COM port which you want to setup, you can open ‘pbx.ini’ file under the software’s root directory ,perfect the value of ‘port’(if setup COM5,then PORT=5,after save, default your COM port as COM5 port when you reboot and cancel the setting of COM port.)

The main interface is as follow:

The main interface displays the most recently received calls, when coming to full screen, it displays the records circularly. The @ in the first row indicates the most recent record.

Notices for first time use

After installation, before connect to PABX, you need to well design the charge scheme, favour scheme and dial setting.

Before operation, you need to login the system, steps as follow:

menu ->Login->login

In the popup window, keying in the administrator password will do. (Initial administrator: admin password: 1234, which can be altered in password resetting)

Menu->Login->logout

When in use, you can temporally hide the interface to prevent exposure to unauthorized person, steps as follow:

Menu->System->communication setting

If the communication is wrong ,or you want to change the serial port and baud rate while communicating,you can change it here,so that you did not need to restart your charge system.

Menu->System->PBX Parameter  will show the follow window

With this widows you can set up all PBX system parameters, e.g., you can modify main extension Flash time, charge delay, trunk using, restrict number of grade A, restrict number of grade B, only permit number and change PBX password and so on !

Click button ”Extension” will show the follow window

with this window, you can setup all extensions parameters. you can change the extension number, outmode, use grade, conversation duration, use Trunks.

click button ”Trunk” will show the follow window

with this widow, you can change all Trunks status, include duty mode ,trunk mode, out number,

ring extension, and route mode.

click button ”Other” will show the follow window

with this window, you can set up the personal grade.

Notice: while after change the parameters ,be remember save the setting, and then wait for a moment before this massage appearing:

if not successful, make sure the communication is normal, and save again.

Resume default setting: With this function you can resume the PBX default.

Backup/Repair:with this function you can back-up your PBX parameters, so you can repair the parameters while the charge system or PBX parameters is destroyed.

Fetch PBX Parameters: fetch all the PBX parameters while the charge system is destroyed or the pbx parameter is changed by the telephone.

Update PBX Parameters: update all PBX parameters if you found the PBX parameters assume wrong.

Menu->User-User Management

With this widow user can set up different user and his use grade (Normal user or Administer)

Menu->dial setting click ”dialing setting” will show the follow window

For each dialing head, you can define its corresponding rate scheme, add-on charge, privilege rate, dial type, service charge and brief explanation. Among which the dialing head cannot duplicate, if service charge is less than 1, it means the charge is on discount of the total toll, e.g. 0.1 means service charge is 10% of the toll; if service charge is more than 1, it means fixed service charge on all calls, unit is ‘cent’, e.g. 200 indicates $2 service charge for each call.

Add-on charge suits IP phone call etc, because in addition to corresponding basic rate you need to add onto it the Local Net Basic rate.

You can add new dialing head against your local situation, for example, local area code. You can also update or delete the current selected dialing head. Before update or delete you need to select the corresponding dialing head.

The dial type is determined by its length of digits, for example, 0085212345678 is recognized as IDD instead of DDD.

click button “dialing type” will show the follow window

You can set the Display time and Delay of each Dialing type in this window. You need to select the Dialing type prior to settings.

Change backColor: change the color of the frame.

Change ForeColor: change the color of the text.

Change Delay: change the delay time of the dialing type, unit is ‘second’.

You will see the effect of your settings, but not yet saved. If you want to save the settings, click “Apply Change” (Note: Setting save will only work on the selected dialing type. You will have to save separately for each dialing type)

When changing the color settings, a color palette will popup for you to choose from.

After choosing a color, click “OK” to apply. Or otherwise, click “cancel”.

Menu->rate manage click button” charge rate” will show the follow window

Rate scheme includes: local net basic, local basic, DDD basic, IDD basic, IP etc. You can add, delete or update, rename as required.

Parameter settings include: start duration, start price, charging interval (meaning the time interval after start) and the charging rate. Unit of timing is ‘Second’, charging unit is ‘Cent’.

When update, rename and delete, please use your mouse to select the rate scheme firstly. For example, ‘Local Net Basic Price’ is selected in the above window. (Note: you can only delete rate schemes except the ‘Local Net Basic Price’)

When add new rate schemes, you cannot use the same name already existed in the list.

click button ”preferential rate” will show the follow window

You can add or delete favor schemes as you wish. Similarly, you cannot use same name. Before delete a favor scheme, you need to use your mouse to select the name of the scheme.

Each favor scheme can include more than one sub categories (currently limit to 10 at most), displayed in the right panel of the window. Currently, it only supports daily favor scheme, the weekly, monthly and yearly or one-off favor scheme setting is disabled.

For daily favor scheme, you need only define the start time of the favor scheme (hour:minute:second) and the end time. For favor schemes spanning over two or more days, for example, from 10pm till 7am, you need to break it down to two sections, as shown in the following window. The charge rate can be in form of discount or special, If discount, the rate shown as decimal, for instance, 60% discount shown as 0.6; if special, the rate shown as integer, in unit of ‘cent’.

Each sub category can be deleted or updated individually. Before delete or update you must first select the corresponding item.

Menu->other settings

If you choose “Filter duplicated bill”, the system will search through the database to prevent duplicate on receiving a new bill. If duplicate found, the new bill is ignored. Only when no duplicate found, the new bill is inserted into database. Due to that this function will slow down the system to process bills, it is recommended to check box only when retrieving the bills, and uncheck this option when finishing the retrieving.

If uncheck the “Total talk time include delay”, even though you have defined delay time in Dialing Type Setting, the delay time will not be counted into total talk time, i.e. delay time is not charged.

The above two settings will effect promptly.

Menu->report manage

If aritifical bill is needed, you can use this function. Key in the information required, a popup window will appear on success.

Click button “fetch record” will show the follow window

If you find the bill record lost in the charge system, you can fetch it from the PBX, The PBX can store 300 records of bill when on power.

Click button “delete record” will show the follow window

Set the start and end time, and click ‘OK’. Deleting history data will allow restoring some disc space, but it is recommended to back up before deleting. Current month’s data cannot be deleted.

Menu->report print

Click button ”sum” it will show the follow window

This window is used for statistical purpose for each user, allowing each user to get a sum up of their bills. The results are sorted and displayed against Department, User, Extension.

Click button “detail” it will show the follow window

This window is used to query detailed bill information. The parameters can be combined flexibly, mind that time unit is ‘second’; fee’s unit is ‘cent’. If returned not Nil for query results, a popup window will show as below (sorting against time)：

Click ‘Print’ to print out the result.

click button “print” will show the follow window

Menu->lineState

Interface as follow

with this window, you can know all extensions which is busy and all trunks which is calling or called.

Menu->CID->CID View

When you open this window ,you can see the CID which is coming

Menu->CID->CID Query

with this window you can query the history of CID.

Menu->interface

With this menu ,user can select different interface style which you like.