How do I get started with Pinnacle V7 Account Manager?
This article gives instructions on how to get started and gain access to Pinnacle.
The Pinnacle Account Manager role gives you access to the following functions:
- View account billing information.
- Run and email the custom Account Bill by CFOP report for a specific account number. Output for this report is in Excel format.
The following section illustrate how to access Pinnacle and perform these two functions.
1. Access Pinnacle
Use the following URL to access Pinnacle and login using your UIC NetID and password.
2. Account Manager Role
After logging in, Pinnacle displays the home screen with a circle in the upper right hand corner. The letter in the circle is the first letter of your name.
Click in the circle with the letter. The Account Manager role will be displayed. Click on Account Manager.
3. View Account Billing.
To view account billing, click on the Accounts icon in the menu on the left-hand side of the screen.
A submenu will appear. Click on Account Billing in the submenu.
The following screen and sample listing will appear with a list of billing dates for the accounts to which you have access.
To access the billing detail, click on the billing date next to the account billing you want to view. Following is the result of selecting 28-MAY-2019.
Click on the Accounts icon on the left-hand menu to access charge detail. The Non-Usage Charges and Usage Charges options will be displayed under the Account Billing option. Selecting either option will generate a list of the charge detail.
You can narrow the search by charge category. In the Quick Search fields, click the select button for Charge Category for additional options such as One Time Charges. A popup window appears. Select the charge category and click OK. Click the Search button.
4. Run the Custom Account Bill by CFOP Report
To access the custom Account Bill by CFOP, select Report -> All Reports in the left-hand menu. The following screen with a list of reports is displayed.
Click on the Account Bill by CFOP link. (We suggest you hide the other reports.)
The following screen is displayed. Click the Run button to run the report.
The following window pops ups.
Fill in the fields as follows:
- In Output Name, assign a name to the output file.
- Check the Notify by email box.
- Check the Attach output to email box.
- Enter your email address in the Cc for email field.
- Enter the CFOP in the Account Number field.
- Format is Chart-Fund-Org Code--Program.
- Select the billing date for the Billing Date field. (Date format example 28-May-2019)
Click the Run button.
Note: If you enter an incorrect CFOP, you will not receive an error message, rather the report generated will be blank.
5. Access Report Output
In addition to receiving the output for the Custom Account Bill by CFOP report via email, you can access it directly in the system by selecting Report -> Outputs in the left-hand menu. The following screen is displayed.
The list of your report outputs is displayed. Note that if you access this list immediately after running the report, the report may still be processing. In this case, the icon next to the report will be flashing. Your report outputs will remain in the system and listed here until you delete them.