You can easily view team benefit usage in the Operations section of the Admin Panel. Benefit use history lets you see at a glance how team members are using their shared and individual credits.
For example, a team with shared credits enabled wants a breakdown of which team members are using time credits to pay for bookings.
You can view the use history of time credits, money credits, and printing credits.
You can see an overview of a team's usage by credit type or usage per credit.
Usage by Credit Type
You can easily see a team's use history by credit type.
For example, the team-paying customer thought they had more time credits remaining for the rest of the month and wants to know why their balance is already at 0.
Log in to dashboard.nexudus.com if you aren't already.
- Go to Operations > Teams.
- Click on the team whose benefit history you'd like to see.
- Under the Benefits tab, click Benefit use history.
- Click on the Money credit, Time credit, or Printing credit tab to see the relevant benefit activity.
All set! You can see a record of each instance a team member used all or part of a credit.
If you're not sure what a specific field means, check out Credit Usage Fields.
Something doesn't look right? You can manually adjust a customer's credit balance.
Usage per Credit
You can easily see a record of each time a team member used a specific credit.
For example, you want to see which team members used their team's monthly 300-minute meeting room credit.
Log in to dashboard.nexudus.com if you aren't already.
- Go to Operations > Teams.
- Click on the team whose benefit history you'd like to see.
- Under the Benefits tab, select Money credit, Time credit, or Printing credit.
- Select the credit whose use history you'd like to see.
- Click on the Use history tab.
All set! You can see a record of each time a team member used this specific credit.
If you're not sure what a specific field means, check out Credit Usage Fields.
Something doesn't look right? You can manually adjust a customer's credit balance.
Credit Usage Fields
You can see the following information for each record of credit usage.
| Field | Description |
|---|---|
| Customer | This field shows which customer account the credit was assigned to. |
| Name | This field shows the name of the credit. |
| Used on | This field shows the date and time the credit was used. |
| Status | This field shows whether the credit is current or expired. Current credits have time, money, or uses remaining. |
| Used by | This field shows the email of the customer who used the credit or the admin who adjusted the credit amount. |
| Source | This field shows how the credit was given to the customer. Credits can come from plans, products, or being manually added to a customer's account. |
| Description | This fields shows the transaction the credit was used for or the reason for adjustment if manually edited by an admin. |
| Credit used | This field shows the amount of credit used. |