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OneSuite Quick Glance

 

the questions

General Questions
Can I use OneSuite for my business?
What’s the difference between a regular OneSuite account and a OneSuite Business account?
What features does each OneSuite Business sub-account have?
How can I sign up for OneSuite Business?
How much does it cost to create a OneSuite Business account?
How much does it cost to create a sub-account?
How do I create sub-accounts?
How do I login to my OneSuite Business account?
Can the administrator make calls using the master account?
How do I locate a particular sub-account?
How do I delete a sub-account?
How do I transfer balance?
How many balance transfers can I make in one day?
Can I transfer my existing OneSuite account into a OneSuite Business account?
Do I get SuiteTreat bonuses in my master and sub-accounts?
Can a sub-account also subscribe to OneSuite Fax, SuiteAdvantage and OneSuite Forwarding services?
How do I cancel my OneSuite Business account?
 
Report Center
What is the Report Center?
What types of reports can I create?
For how long can I keep the reports?
What is a Sub-Account Balance report?
What is a Balance Transfer History report?
What is aSub-Account Service Subscription report?
What is a Sub-Account Transaction History report?
Can I run the report periodically?
How do I create an on-demand report or a scheduled report?
In which format can I download/export my reports?
How do I print my reports?
How do I view report history?
How do I create a similar report from previous reports?
How do I stop having scheduled reports sent to me via email?
How do I change settings on a particular scheduled report?
How do I export and download reports?
When are my scheduled reports run and sent to the designated email?
How do I delete a report?
Will I be charged for requesting reports?
 

the answers

General Questions
Can I use OneSuite for my business?
Absolutely!  With OneSuite Business, you may create up to 999 sub-accounts for your business colleagues, associates, or group members and manage them under one administrative account. You may adjust the balance to each sub-account and access call history of each sub-account.
What’s the difference between a regular OneSuite account and a OneSuite Business account?
A OneSuite Business account creates and manages sub-accounts. The account offers a user-friendly interface for the administrator to transfer balance to and from sub-accounts and monitor call history. OneSuite Business is a subscription-based service, and monthly fees will be applied.
What features does each OneSuite Business sub-account have?
A sub-account user enjoys all the features available in a regular OneSuite account, except for the recharge function. The balance needs to be transferred from the master account. The sub-account user may also log onto the account pages to update account information, review call history, and subscribe to OneSuite Fax, SuiteAdvantage and OneSuite Forwarding services.
How can I sign up for OneSuite Business?
To sign up for OneSuite Business, please click here, then fill out our short sign-up form. We currently only accept online subscriptions. Payment method is the same as regular OneSuite accounts, through VISA, Master credit charge, or PayPal. Note that you must be a PayPal member to sign up or recharge through PayPal.
 How much does it cost to create a OneSuite Business account?
Opening a OneSuite Business account is free; however, a monthly fee of $2.95 will be charged on the administrative account. You may choose to open a business account with $30, $50, $70 or $100 dollars.
How much does it cost to create a sub-account?
When an administrator creates a sub-account, a $0.50 one-time fee is automatically deducted from the master account, and $1.00 is automatically transferred from the master account to the sub-account.
How do I create sub-accounts?
Once you’ve created a OneSuite Business account, you may start creating sub-accounts by filling out user name, password, and profile information.
How do I login to my OneSuite Business account?

Simply login at any webpage at OneSuite that allows you to enter User Name and Password.

Can the administrator make calls using the master account?
No, the master account is just an administration tool and doesn’t have its own PIN.  The administrator will have to create a sub-account in order to use any of the OneSuite services.
How do I locate a particular sub-account?
The full list of sub-accounts is displayed on your Account Summary page once you log in. You may click into the user name to view account information or click on "Call History" to view account activities. To search for a specific sub-account, you may go to "Manage Sub-Accounts", enter any of the search field to locate the sub-account. Please enter the exact number for PIN or phone numbers. For User Names, First or Last Names, you may enter the first few alphabets and all names starting with the same alphabets will be displayed. Alternatively, you may click on "List All" to get the full list of accounts, which are sorted by account balance by default.

Then, you may proceed to update account information, view call history, or transfer balance.

How do I delete a sub-account?
On the business account summary page, click onto the user name in the sub-accounts list, which then takes you to its account information page. Click on "Delete This Account" at the bottom. To delete multiple accounts, first locate the sub-accounts you wish to delete through account search, select the checkboxes before the sub-accounts, then click on the "Delete" button.

The remaining balance will be transferred to the master account. Negative balance will be deducted from the master account. You may still view the call history of the deleted sub account for up to 90 days after the account deletion.

How do I transfer balance?
First, locate the sub-accounts through account search on Manage Sub-Accounts page. On the search result, select the targeted sub-accounts and click on "Transfer Balance." On the next page, enter the amount to transfer to/from the master account, then click on "Next" to confirm the transaction.

Note that balance can only be transferred between master and sub-accounts. Also, a minimum of $1.00 is required to make a transfer from the master to a sub-account.  There is no minimum requirement to make a transfer from a sub-account to the master account. The master account's balance must still be positive after the balance transfer.

How many balance transfers can I make in one day?
The administrator may make as many master-to-sub and sub-to-master transfers as required.
Can I transfer my existing OneSuite account into a OneSuite Business account?
No. However, we will be able to assist you with transferring your remaining balance into your OneSuite Business account if you wish to cancel your existing OneSuite account.
Do I get SuiteTreat bonuses in my master and sub-accounts?
Yes, all the master and sub accounts will get their unique SuiteTreat codes and continue to refer to friends and enjoy the bonuses. All the SuiteTreat rules apply to master and sub accounts. Bonus redemption by master or any sub-account will extend the expiration date for 6 months, and the most extended date will serve as the unified expiration date for the group. Please allow for 24 hours for all the accounts to be also updated.
Can a sub-account also subscribe to OneSuite Fax, SuiteAdvantage and OneSuite Forwarding services?
Yes, the sub-account users can login to their account to subscribe to OneSuite Fax, SuiteAdvantage or OneSuite Forwarding.  All fees, rules, and features for OneSuite Fax, SuiteAdvantage, OneSuite Forwarding in a regular OneSuite account apply.
How do I cancel my OneSuite Business account?
Please call our 24-hour customer support hotline or email us at support@onesuite.com and provide us a regular OneSuite account so we may transfer the remaining balance to that account.
Report Center
What is the Report Center?
The OneSuite Business Report Center allows you to easily create reports to help you analyze your telecom expenditures and usage, track and manage sub-accounts’ balance, subscription status and all your transaction history.

Some key features include:

  • Easy-to-use interface for quicker report generation;
  • Ability to select on-screen report view, exported view, or as email attachment;
  • Simple scheduling for automatic report generation and delivery;
  • Emailing feature for scheduled reports;
  • Stored online reports for creating similar reports.
What types of reports can I create?
Currently, OneSuite’s Report Center offers four report types: sub-account balance, balance transfer history, sub-account service subscription, and sub-account transaction history. You can choose to run the reports once, or schedule the reports to run periodically (daily, weekly, or monthly).
For how long can I keep the reports?
You can store up to 15 previous reports and 15 scheduled reports in your Report Center at a given time (the newest reports automatically replace the oldest if more than 15 reports are requested; newest report displayed on top of list). Reports can also be sent via email if you provide an address and chose a file format when the reports are created.
What is a Sub-Account Balance report?
Sub-Account Balance Report allows you to review each sub-account’s balance on the date the report was requested. By default, entries are sorted by account balance, lowest to highest.
What is a Balance Transfer History report?
Balance Transfer History Report itemizes balance flow between the master account and sub-accounts. You have the option to generate the history of up to 90 days from the date of request. By default, entries are sorted by date of transfer.
What is a Sub-Account Service Subscription report?
This report shows each sub-account’s subscription status of OneSuite Fax (Basic or Plus), SuiteAdvantage, OneSuite Forwarding services, if any, on the date of request. By default, entries are sorted by username.
What is a Sub-Account Transaction History report?
This report type enumerates each sub-account’s activities. This helps you monitor all inbound and outbound usage of each sub-account, and balance details. You have the option to generate usage up to 90 days from the date of request. Note that on-screen view is not offered as an option for this report. This report will be emailed to you either as a .csv or .xls attachment of your choice.
Can I run the report periodically?
Yes. Scheduled reports allow you to create a report and then set it to run automatically every day, week, or month. You also provide the email and preferred file format for receiving your report which will be saved in your Report Center.
How do I create an on-demand report or a scheduled report?
Here's how to create a new report:
  1. Log in to your OneSuite account.
  2. On My Account, click on Report Center link on the left menu.
  3. Click on “Create New” button on the page top, or click on “Create Report” sub-menu on the left menu.
  4. When you’re on “Create Report,” first select the report type, then the rest of the page will reset its parameters to provide the appropriate blend of customizable options. You can schedule reports to run once, or on a regular basis.
  5. If you need to enter date range, please indicate specific dates from the past 3 months from date of request. If you’re running a scheduled report, please choose the frequency of reports. Daily reports run everyday; weekly reports run every Monday; monthly reports run on the first day of every month.
  6. For sub-account transaction history reports, or scheduled reports, please provide an email address for receiving the reports.
  7. Name the report and click “Create Report.“
  8. On-screen views are only available for sub-account balance, sub-account service subscription, and balance transfer history reports. Sub-account transaction history reports and scheduled reports will be emailed to you as a .csv or .xls attachment of your choice.
  9. Your settings for this report will now be saved in your Report Center as one of your 15 previous reports in the past 6 months.
In which format can I download/export my reports?
Reports can be downloaded in either .csv or.xls format.

.csv (comma-separated values) files: This format is recommended for users who prefer to process or review report data in text-only format.

.xls files: This format is recommended for those who prefer to see the data in columns to further customize or remove unwanted information.

Note, however, that “download/export” option on Report Center is only available for sub-account balance, sub-account service subscription, and balance transfer history reports. Sub-account transaction history reports will be emailed to you as a .csv or .xls attachment of your choice.

How do I print my reports?
When report is on-screen view, find the printing option from the browser and select “Print."

If viewing exported or email attached reports, find the printing option from your current application program and select “Print.”

How do I view report history?
The Report Center stores the 15 most recent reports, making it easy to create similar reports based on the settings you have already created for previous reports. You can access, edit and run new reports based on these stored reports, thus also serving as templates for new reports.
How do I create a similar report from previous reports?
Please follow the steps:
  1. Log in to your OneSuite account.
  2. On My Account, click on Report Center on the left menu.
  3. Click “Create Similar” on the stored report you want to revise from the previous report list.
  4. Update the preferences you may have previously established.
  5. Click the “Create Report” button.
How do I stop having scheduled reports sent to me via email?
If you want to stop delivery of a regularly scheduled report to an email address you have previously supplied, do the following:
  1. Log in to your OneSuite account.
  2. On My Account, click on Report Center on the left menu.
  3. Under Scheduled Reports, locate the name of the scheduled report for which you want to cancel email delivery, and check “Delete” box.
  4. And then confirm deletion.
How do I change settings on a particular scheduled report?
On the Report Center, choose the scheduled report you’d like to revise, and click on edit. Then you’ll be able to reset former settings. For example, to change the email recipient of a report, simply change the email address to the new preferred account, and then click “Create Report.”    
How do I export and download reports?
For reports that run once, you will get an on-screen view and the reports will be saved in your Report Center. To export it, just click the 'Export Report' in the report result you've just created. You can then download and save it. For Sub-Account Transaction History report, or any scheduled reports, they will be emailed to you as a .csv or .xls attachment of your choice.
When are my scheduled reports run and sent to the designated email?
Daily reports are sent out to your specified email at 4AM PST of the day.  Weekly reports are sent out to your specified email 5AM PST every Monday, while Monthly reports are sent out 6AM PST every first day of the succeeding month.
How do I delete a report?
To delete a report that has been stored in your Report Center:
  1. Log in to your OneSuite account.
  2. On My Account, click onReport Center on the left menu.
  3. Find the stored report under Previous Reports or Scheduled Reports, check the “Delete” box, then click on “Delete.”
Will I be charged for requesting reports?
No, the Report Center is an enhanced feature of OneSuite Business Account, and it’s free of charge.

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