Organization Finance Overview allows the admin account to view and manage an enterprise's consumption of admin accounts by dimensions such as member and product. The enterprise admin account can centrally view and manage the consumption of all accounts within an enterprise, enhancing the financial management efficiency of the enterprise.
Note:
- Group bill overview is provided one day after the transaction date, known as T+1. It is recommended to view the group bill overview for the current month after 15:00.
- A monthly group bill is issued on the 2nd day of the next month. It is recommended to view the complete bill issued for the previous month after 19:00. To view the detailed bill, go to Billing Management in the tenant-side navigation menu.
- Organization Finance Overview only displays financial data on self-payment of the admin account/member accounts in the past six months. Data before organization creation is not displayed. If a member joins the group after the 1st day of the current month, the financial data of that member for the current month is not visible (except for the admin account).
Operation Steps
Viewing the Group Finance Architecture Diagram
Log in to the Cloud Organization console. In the left sidebar, choose Financial Management > Organization Finance Overview.
On the Organization Finance Overview page, you can view the Group Financial Structure.
Click
to zoom in, zoom out, fit-to-canvas, undo operations, or open the navigation bar.Click Hide Financial Structure to hide the architecture diagram. If you need to view it again, click
to display the Group Financial Structure.
to zoom in, zoom out, fit-to-canvas, undo operations, or open the navigation bar.
to display the Group Financial Structure.Viewing Fee Trends and Bill Details
Log in to the Cloud Organization console. In the left sidebar, choose Financial Management > Organization Finance Overview.
Select a duration at the top of the Organization Finance Overview page, and select members and products in the Fee Trend module. Then, the corresponding fee trends and bill details are displayed.
Note:
- On the Organization Finance Overview page, the financial overview details of all members and products in the past six months are displayed by default.
- A time interval of up to 6 months can be selected for fee information display. If this interval is exceeded, the information will not be displayed.
In the Fee Trend module, you can view the fee trend charts for the selected members and products in the selected time period, as well as the specific consumption amount in each month and the average total monthly fee.
In the Bill Detail module, you can view the fee details for the selected members and products in the selected time period. In the upper-right corner, you can choose to display information by member or by product as needed.
(1) If you choose to display information by member:
- A pie chart of the top 5 member accounts by total consumption amount is displayed at the top, and the member account names and corresponding amounts and proportions are displayed on the right.
- A financial list of the selected members is displayed at the bottom, including the member account ID, member account name, time, total fee, consumption proportion, and details. Click Consumption Details to show the product consumption distribution chart of a member in the specified time period.
(2) If you choose to display information by product: - A pie chart of the top 5 products by total consumption amount is displayed at the top, and the product names and corresponding amounts and proportions are displayed on the right.
- A financial list of the selected products is displayed at the bottom, including the product name, time, total fee, consumption proportion, and details. Click Details to show the member consumption distribution chart of a product in the specified time period.