You can now manage your subscription within Function Point to add users, add or edit your credit card information and view past invoices.
Managing your Function Point Subscription is permission based. To activate, please ask your system administrator to navigate to Admin>Rate And Staff Management>Staff, Staff Rates and Permissions. The three permissions needed to access and view Subscription Management are:
- View Modules > Admin | View
- Administrator > Admin | Subscription Management
- Administrator > Admin Menu | Subscription Management
Once you have been granted access, navigate to Admin>System Set Up>Subscription Management.
The Subscription Management page is broken into 3 sections: Users, Billing Information and Billing History. Details of each section are outlined below.
The Users section displays the total number of users on your current subscription, the number of user licenses in use and how many new staff you can add. You are also able to view whether you have purchased our additional add-ons, including our Accounting Integration and Client Portal.
To increase users on your current subscription select the "Add Users" button and follow these steps:
- Enter the New Total number of users.
- Review the Prorated Charges that will appear on your next invoice.
- Select "Update & Add Staff" if you wish to add your staff now.
- Select "Update Subscription" to save your changes.
Click here to review the steps on how to add staff.
Billing Information Section:
This section displays the billing frequency of your subscription. Additionally, you can view the date of your next invoice and your method of payment.
To add or edit your credit card details click the "Manage Payment Method" link.
Billing History Section:
You now have the ability to view your Function Point invoices starting from January 1, 2018. Please select the "here" link to view your invoices.