1. Manuals
  2. Brands
  3. Jusan Manuals
  4. Telephone Accessories
  5. TaxLine IP
  6. Installation and user manual

Jusan TaxLine IP Installation And User Manual

Hide thumbs
Table of Contents

Advertisement

Quick Links

Download this manual
TaxLine IP
INSTALLATION AND USER GUIDE
Version 6.2 or higher

Advertisement

Table of Contents
loading
Need help?

Need help?

Do you have a question about the TaxLine IP and is the answer not in the manual?

Questions and answers

Summary of Contents for Jusan TaxLine IP

  • Page 1 TaxLine IP INSTALLATION AND USER GUIDE Version 6.2 or higher...

  • Page 2: Table Of Contents

    TABLE OF CONTENTS TABLE OF CONTENTS 1. INTRODUCTION ................... 3 1.1. MAIN FEATURES ....................3 1.2. TECHNICAL SPECIFICATIONS ................3 1.3. KEYBOARD ......................4 Description of the keyboard ..................4 Scrolling through menus .................... 4 Parameter programming .................... 5 1.4. SCREEN .........................
  • Page 3 TABLE OF CONTENTS Production report ......................21 Production reset ......................21 3.3. SYSTEM STATUS ....................21 Parameters listing .....................21 Department listing .....................23 Trunk listing ......................23 Extension listing ......................23 4. PROGRAMMING GUIDE ................24 4.1. CONFIGURATION MENU ..................24 Organization layout ....................25 Programming reports ....................27 Costing Parameters ....................28 Call Types .........................30 Tariffs ........................30...

  • Page 4: Introduction

    TaxLine IP Installation & User Guide 1. INTRODUCTION TaxLine IP is a stand-alone call accounting and billing system. It stores full details of outgoing and incoming calls and thus permits the control and management of telephone expenses. TaxLine IP comes with an integrated keyboard and display, and connects to any PBX via IP or serial port.

  • Page 5: Keyboard

    TaxLine IP Installation & User Guide TaxLine IP is a stand-alone call accounting and billing system, which incorporates a keyboard, a liquid crystal display and connectors to external devices. Each of these components is described hereafter. 1.3. KEYBOARD 1. Description of the keyboard...

  • Page 6: Parameter Programming

    The unit is delivered with a pre-assigned IP address, so that a direct connection to a laptop is quite easy. Connect TaxLine IP to the LAN or directly to the LAN connector of your PC.

  • Page 7: Text Input

    TaxLine IP Installation & User Guide 1.7. TEXT INPUT  Some of the unit´s functions require the input of alphabetical characters (report names, department names, bill and ticket headings in hotel mode, currency name...). Numeric keys enable selection of the letters printed on the keyboard.

  • Page 8: Installation Guide

    2.1. CONNECTING THE UNIT TaxLine IP may receive CDR from the PBX in 2 different ways:  Via a TCP/IP connection  Via the V24 (RS-232) port of the PBX 1. Connection to the PBX via RS-232 Use the supplied cable to hook up the V24 connector of your PBX to the 9 pin connector labeled PABX which is located on the unit’s rear panel or prepare a cable...

  • Page 9: Connection To The Pbx Via Rj45

    IP configuration is adequate for TaxLine IP. Then, enter the Configuration/System/Local Network for the configuration of the unit. Also, in the PBX, you should input the IP address of TaxLine IP as the destination of the call records.

  • Page 10: Guided Installation

    TaxLine IP Installation & User Guide 2.3. GUIDED INSTALLATION GUIDED INSTALLATION 1.Continue 2. Cancel Press ENTER. The following screen appears: LANGUAGE Language: ENGLISH Use the keys to select the language and confirm by pressing ENTER. 1. Date and Time The following screen appears: DATE AND TIME 1.Date: 01/01/00...

  • Page 11: Programming Extension Numbers

    TaxLine IP Installation & User Guide  Press 3 “Prefix” enter the area code of the installation site and confirm with ENTER. For countries with a national number, do not fill in this field.  Press 4 “Pulse” enter the unit rate (format xxx.xx) and confirm with ENTER.

  • Page 12: Configuration Of The Ip Address

     Option 8 determines the number of Line Feed at the end of tickets and reports. 5. Configuration of the IP address In order to connect TaxLine IP to your Local Area Network, you need to assign an IP address to the unit.

  • Page 13: Selecting The Format

    TaxLine IP Installation & User Guide  Press 5, use the keys to select parity. Confirm with ENTER. Parity: NONE, EVEN, ODD.  Press 6. Only if receiving data via TCPClient. In case of TCPServer the port is always 21. Enter the port number used by the PBX. Validate with ...

  • Page 14: User Guide

    TaxLine IP Installation & User Guide 3. USER GUIDE The configuration menu is specifically aimed at the installer and system manager. It enables the basic and advanced programming of the unit. It is protected by a password (default value 9999), and includes all the programmable parameters of the system.

  • Page 15: Check-In

    TaxLine IP Installation & User Guide Note: The Guests menu only deals with room and booth extensions. If you enter an extension number assigned to an administration department, the system will inform you that this extension cannot be billed. 1. Check-In 1.

  • Page 16: Billing Modes

    TaxLine IP Installation & User Guide 3. Billing modes 1. Guests 1. Check-In 2. Listings 2. Check-Out 3. Bill 3. Configuration Booth or room type departments may be billed automatically or on demand. By default, booth extensions are billed automatically after each call and room extensions are billed at check-out.

  • Page 17: Extension Status

    TaxLine IP Installation & User Guide The unit handles up to 20 types of extras, which may be defined by their name and the VAT rate applicable (see Programming Guide).  Enter the extension number.  Use the keys to select the type of extra.

  • Page 18: Staff Shift Report

    TaxLine IP Installation & User Guide 7. Staff shift report … 1. Guests 5. Status 2. Listings 6. Enquiry 3. Configuration 7. Staff shift 4. System Status This option produces a report summarizing the room bills and booth tickets issued during the current shift, and resets the counters in order to start a new staff shift period.

  • Page 19: Listings

    TaxLine IP Installation & User Guide 9. Listings When connected to the Telephone System, the unit registers and stores the details of incoming and outgoing calls (extension, dialled number, date, time, cost,...). Call information may then be either displayed or printed.
  • Page 20 TaxLine IP Installation & User Guide ENQUIRIES 1st SCREEN 2nd SCREEN 1. Chronological 2. Departments 1. From: All calls or enter start date 1. Cost: All calls or enter a minimum cost 3. Trunks 2. Till: All calls or enter end date 2.

  • Page 21: Reports

    TaxLine IP Installation & User Guide 3.2. REPORTS The unit generates a large variety of reports, the parameters of which are defined beforehand during the programming phase. These reports are printed immediately, with no need to define selection criteria, date ranges or other parameters.

  • Page 22: Production Report

    TaxLine IP Installation & User Guide 2. Production report 1. Guests 1. Enquiries 2. Listings 2. Reports 3. Production 3. Configuration 4. System Status 4. Production reset This option prints a summary for both the room and booth categories, regarding: total income, costs,profit, VAT, billed amount, and accumulated totals for both categories.
  • Page 23 TaxLine IP Installation & User Guide PARAMETERS LISTING TaxLine: 4.2H 06C-00000000 Software version Loaded tariffs 061100 Version of loaded tariffs Nbr. of Extensions Nbr. of Trunks Maximum number of Nbr. of Departments - extensions Nbr. of Calls - trunks 10990...

  • Page 24: Department Listing

    TaxLine IP Installation & User Guide 2. Department listing 1. Guests 1. Param. Listing 2. Listings 2. Dpt. Listing 3. Configuration 3. Trunks Listing 4. System Status 4. Accounts Listing This command prints the following parameters for each of the different departments: name, type, billing parameters and the extensions assigned to them.

  • Page 25: Programming Guide

    TaxLine IP Installation & User Guide 4. PROGRAMMING GUIDE This guide describes all the functions related to the configuration and programming of the unit. The programming options may be found in option 3 (Configuration) of the unit´s main Menu. Enter the Configuration menu by typing the default password (9999) and pressing ENTER.

  • Page 26: Organization Layout

    TaxLine IP Installation & User Guide Once the Configuration menu is open, you must exit it using option 8 (close configuration) if you want to lock it. Otherwise the access to the menu remains free. 1. Organization layout The unit permits the creation of departments and the assigning of extensions to each...
  • Page 27 TaxLine IP Installation & User Guide Defining departments … 1. Organization 1. Extensions … 2. Reports 2. Departments 3. Configuration 3. Costing 3. Trunks … 4. System Status ··· The unit can manage up to 25 departments. Each department is defined by the following parameters: ...

  • Page 28: Programming Reports

    TaxLine IP Installation & User Guide Defining trunks … 1. Organization 1. Extensions … 2. Reports 2. Departments 3. Configuration 3. Trunks 3. Costing … 4. System Status ··· The unit automatically generates the trunks as they appear on the call records received from the PBX.

  • Page 29: Costing Parameters

    TaxLine IP Installation & User Guide  Durat: Duration of the calls to be selected: All calls or those with a duration within a certain range (hh:mm-hh:mm).  Cost: Cost of the calls to be selected: All calls or those with a cost within a certain range (00000-00000).
  • Page 30 TaxLine IP Installation & User Guide - Meter Pulse Mode: can be used if meter pulse information or advice of charge (sent by the carrier) is received through the lines. In this case, the unit computes the cost of each call multiplying the number of meter pulses by the unit price.

  • Page 31: Call Types

    Incoming or Outgoing (used in the selection filters). 5. Tariffs … … 1. Organization … 3. Grace Period 2. Reports 3. Configuration 4. Call Types 3. Tariffing 5. Tariffs ··· 6. Extras TaxLine IP may use 2 types of tariffs:...
  • Page 32 00:02:00 2.00 2.00 When TaxLine IP has to compute the cost of a call, it looks for the prefix which best adjusts to the dialled number, and applies the tariff associated to that prefix. Modify tariffs It is possible to add new tariffs or modify existing ones. The screen shows only the details of a single tariff.

  • Page 33: Extras

    Delete This option will delete all the tariffs loaded on the unit. It will then be necessary to introduce a new table for the correct operation of TaxLine IP. 6. Extras …...

  • Page 34: Configuration Of Pbx Parameters

    -> CDR’s are received through an IP/TCP connection via port 21. TaxLine IP acts as SERVER, and on the PBX you must program the IP address of TaxLine IP and port 21. In this case no need to program anything else on this menu.

  • Page 35: Printer Configuration

    7.Flow Control 8.Line Feeds Printer. Select the printer. After specific selections, TaxLine IP will reboot. Each printer is associated with a specific configuration of the following parameters. Serial Port. Programming of the serial port for communication with the printer. Compressed Sequence. In order for the printer to use a compressed Font.

  • Page 36: Customising Bills

    TaxLine IP Installation & User Guide 9. Customising bills Booth tickets, Room bills, and staff shift reports may be customized as follows: - Select the parameters which appear in each of these reports. - Program the headings and/or footnotes (see section 4 “Text Input” in the description part of this manual).

  • Page 37: System Programming

    TaxLine IP Installation & User Guide  Footer: Enter up to 54 characters per line.  Bill: Detailed: for each call from the extension this prints the number dialled, the duration, cost, date and time (*). Reduced: prints the total number of calls, the total price and the total duration.

  • Page 38: Selecting The Language

    Introduce the subnet mask associated with the IP address, allowing identification of the LAN segment where TaxLine IP is located. Default gateway IP address of the router in the same network as TaxLine IP. Once the 3 above parameters have been entered, press to save the data,...

  • Page 39: Save And Restore System Configuration

    4.3. LAN ACCESS TaxLine IP is equipped with a LAN port, to receive data from the PBX and to be configured through a web page. The unit is supplied with a pre-assigned IP address, so that a direct connection to a laptop is quite simple.

  • Page 40: General Parameters

    TaxLine IP Installation & User Guide The following main screen appears showing the existing rooms/extensions: 1. General Parameters On the left column, click on the Configuration option. The main configuration window appears, from which all options may be selected. On the left column, a series of options provide Access to other configuration windows.
  • Page 41 They may be expanded by clicking on their name: Programming Menu for General Parameters. In the TaxLine IP console, these options may be found on the System menu. % of used memory and number of calls stored. Language of console and web page.
  • Page 42 Once changes have been made, press to store them on the unit, or to cancel the changes. On the TaxLine IP console, the following options are on the Tariffs menu. Local telephone Number. Call Costing Mode, Only used if meter pulses available.

  • Page 43: Ticket Configuration

    3. Tariffs Allows configuration of the tariffs. (Configuration/Costing/Tariffs). TaxLine IP may use 2 types of tariffs:  User-defined tariffs. Each tariff is composed of a prefix and a cost per minute. All the fields of the tariff may be modified. The tariff applies 24 hours a...
  • Page 44 TaxLine IP Installation & User Guide  Predefined Tariffs. Supplied with the unit. In this case, each tariff is defined by a name, a list of associated prefixes, and a cost per minute. The user may only modify the cost...

  • Page 45: Reports

    In case predefined tariffs are available, the name of the tariff applied for the given destination phone number is displayed. 4. Reports The TaxLine IP WEB page also allows issuing enquiries and reports of calls stored on the TaxLine IP. The reports available are the same as in the console:...

  • Page 46: Log File

    TaxLine IP Installation & User Guide If none of the predefined reports is selected, enquiries may be performed based on filters of date, cost, duration, destination, etc. The resulting report is shown on a text window which may be saved to a file or printer on the printer of the PC.

  • Page 47: Configuration Of Departments

    TaxLine IP Installation & User Guide Extensions have to be assigned to one of the existing departments, since the department configuration determines the profit, the autoticket feature, the masking of digits dialed etc. It also allows to Group calls in enquiries or reports by department.

  • Page 48: Guest Management

    TaxLine IP Installation & User Guide Departments may be of types: Guests, Booths, or Administration. They may have auto ticket active, and the profit level may be defined. Once changes have been made, press to store them on the unit.

  • Page 49: Appendix A - Diagnostic/Verification Of Pbx Format

    TaxLine IP Installation & User Guide APPENDIX A - DIAGNOSTIC/VERIFICATION OF PBX FORMAT The “Diagnostic” option includes several modes which may be used to check the communication between the unit and the PBX, and the configuration of the unit. Once the PBX´ format and protocol parameters have been entered, establish communication between the unit and the PBX.
  • Page 50 TaxLine IP Installation & User Guide ACCEPTED MODE Use the keys to select the ACCEPTED mode. Diagnostic ACCEPTED CANCEL to quit Make a few calls. The ACCEPTED mode prints the data which correspond to the format expected by the unit, i.e. calls properly decoded.
  • Page 51 TaxLine IP Installation & User Guide Make a few calls. Case 1: The unit prints calls as follows: l 01 T02944837 03/03/98 12:26 d000000120 p000000000 Call type Extension Trunk Dialled Date Time Duration in Number of number seconds pulses w000...

  • Page 52: Appendix B - Error Messages

    TaxLine IP Installation & User Guide APPENDIX B - ERROR MESSAGES The main error messages which the unit produces consist of “ERROR” followed by:  In department: The selected department does not exist.  In date and time: The format of the date and/or time is incorrect.

  • Page 53: Appendix C - Call Processing General Information

    TaxLine IP Installation & User Guide APPENDIX C - CALL PROCESSING GENERAL INFORMATION When the unit works in TIME mode, if the length of the number dialled is less than the required length for the call to reach its destination, the call is not processed.

  • Page 54: Appendix D - Environmental Information

    TaxLine IP Installation & User Guide APPENDIX D - ENVIRONMENTAL INFORMATION Waste Electrical and Electronic Equipment (WEEE Directive) The European Union (EU) Directive on WEEE (waste from electrical and electronic equipment) is intended to protect the quality of the environment and human health through the prudent use of natural resources and the adoption of waste management strategies that focus on recycling and reuse.
  • Page 55 Reference: D111XXJUSTG01EN JUSAN, S.A. reserves the right, for the benefit of its customers, to modify the product specifications without prior notice.

Table of Contents