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 accountA shared account is an account that is shared by multiple users. For example, in business, shared accounts can be used to track printing costs by business unit, project, or client. Organizations like legal firms, engineering firms, or accounting offices often have long lists of accounts, projects, clients, or matters. In a school or university, shared accounts can be used to track printing by departments, classes, or subjects. 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 Advanced shared account options.
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:
Searching by client name displays the client plus all matter codes for the client.
Searching by client code displays the client plus all matter codes for the client.
Searching by matter name displays the matching matters plus the client for each matching matter.
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 Advanced shared account options.
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:
Searching by project name or number displays the project plus all phases for that project.
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.