Shared accounts represent a source of printing expense. They allow printing costs to be recorded or charged back to the source, with possible uses including:

• Allocating copying and printing expenses to a department
• Charging copying and printing expenses back to a client or job
• Allocating copying and printing expenses to a particular project or phase
• Any other situation where copying or printing would benefit from categorization

Coping and printing is charged to shared accounts as follows:

1. An administrator / manager creates an account (or the account is imported from another source)
2. Users charge their copy or print to the account
3. Records and reports are automatically available, allowing costs to be charged back to the client

Shared accounts can be administered from anywhere on the network via a web browser. They can be:

created when required

e.g. when dealing with a new client or starting a new project

imported from a directory structure

useful when you have an 'account directory'

imported from a text file

accounts can be transferred from or synchronized against another application or CRM system

As can be seen in the above example, shared accounts can be hierarchical. This allows for greater flexibility in account management.

Shared account access security may be enforced if necessary. In the following example only users in the group 'Executives' plus the user 'strangelove' may charge to the account 'World Domination'. Other users may not charge to this account.

Shared account access control

Group membership does not need to be configured within PaperCut - it is automatically discovered from your domain!

Print jobs can be charged to accounts using the account selection popup, a feature of the client tool. (The client tool is a small software component that runs on user systems.)

The advanced client is specially designed to suit organizations making heavy use of the account charging features in PaperCut.

In addition to recording all the details of a print job, the advanced account selection popup provides the following features:

• Charging to a shared account
  
• Associating a comment with the print job for future reference
  
• Applying a different charge rate to the job
  
• Optionally prevent the job from being displayed on invoice reports
  
• Searching for accounts by name or code
  
• Saving a preferred list of commonly used accounts
  
• A list of recently selected accounts

Charge rates provide a configurable list of optional rates. They can be used to charge different amounts for different paper types or circumstances.

The preferred list of accounts provides a convenient place to store the most commonly used accounts.

The advanced account selection popup showing the recently selected accounts

The list of recently selected accounts makes it easy to quickly re-select a previous account.

The advanced account selection popup showing the recently selected accounts

The list of recently selected accounts makes it easy to quickly re-select a previous account.

Other Tour:

• Copier / MFD integration in detail
• Account based tracking in detail
• User administration in detail
• TopUp/Pre-Paid Cards in detail
• Reporting in detail
• Copier & printer management in detail
• Print release stations in detail
• Animated Demo - Account selection for users
• Animated Demo - Using shared accounts
• Animated Demo - Adding a new printer