Welcome > New customer setup > The account view (Subsidiary/Partner/Customer view)

The account view (Subsidiary/Partner/Customer view)

Use this view to view or adjust account settings.

To access this view: Select the root node of a subsidiary partner or customer  in the administration tree-view.

The settings displayed can vary, depending on your role and the services that are enabled. Use these settings to view or adjust the account settings:

Activate Activates the selected account.
 Deactivate Deactivates the selected account.
Pause / Resume

Temporarily pauses the account.

When an account is paused, users can continue working normally; however, no output is sent to the target system. This is helpful, for example, if you need to suspend a customer for lack of payment. Unlike deactivation, pausing an account does not cause user accounts to be disabled, no deactivation emails are sent to users, and incoming documents are still accepted.

  Delete Deletes the selected accounts and all child accounts.

This action cannot be undone.

Displays a dialog which you can use to move the current account to another group.
Makes the settings of the selected account editable, so you can make changes.
Saves any changes you made to the account settings.
Cancels any changes you made to the account settings and returns the settings to a read-only state.
Name The name of the partner or customer. This can be an entity or a person.
Note The Host name does not change if you change the name of a partner.
Type The type of profile. The types that appear can vary, depending on your role and which node you selected in the administration tree:
  • Subsidiary
  • Partner
  • Partner group
  • Customer
  • Customer group
Organization number The organization number of the customer.
VAT number The VAT number of the customer. You can increase interpretation rates of VAT registration fields by providing your organization's VAT number here. In many cases, VAT registration numbers for the buyer and the supplier appear in the invoice header, making it difficult to determine which value to capture. By providing your VAT registration number, ReadSoft Online can exclude your VAT number from the list of possibilities when searching for the correct VAT number on the invoice.
Phone The phone number of the customer.
Fax The fax number of the customer.
Street address The street address of the customer.
Post code The postal code or ZIP code of the customer.
City The city of the customer.
Country The country of the customer.
Notes Use this space to save additional information about the organization.
External reference
ID Use this value to identify the organization in an external system, such as your target system.
Usage report A unique ID you can use to identify billing reports of the customer. The ID you specify here appears in the billing reports, so you can identify customers in the reports.
Model
Live, Demo, Trial
  • The Live model is for customers in production.
  • The Demo model is for organizations that use ReadSoft Online for demonstration purposes. You can process up to 1,000 documents during a one-year period using a demo account.
  • The Trial model is for organizations that want to test ReadSoft Online. You can process up to 200 documents during a 60-day period using a trial account.
Reference The text that you type here is used as the customer billing report reference in the billing report.
Description You can use this settings to save notes about the licensing. For example, if you made special arrangements to extend the length of a demo account, you can type the details here.
Usage
Start Specifies when the account was created.
Volume Displays the amount of documents that have been processed relative to the total number of licensed documents. The yellow line indicates 80% of the licensed volume, and the orange line indicates 90%.
Time Specifies when the account expires.
External reference
ID A unique ID you can use to identify the customer in a target system.
Usage report A unique ID you can use to identify usage reports of the customer. The ID you specify here appears in the usage reports, so you can identify customers in the reports.