AVOXI now provides an itemized billing summary in Excel format to assist with global cost reconciliation. This downloadable file consolidates subscription fees, usage charges, and add-on costs into a flattened, sortable structure. This feature enables enterprise users to manage internal department allocations and automate accounting workflows that were previously restricted by PDF formatting.

Key Features

• Dual-Tab Reconciliation: A high-level Summary tab to verify account totals against your PDF, paired with a "Master Invoice" tab for granular analysis.
• Cost Summarization: You can see exactly how much a specific number costs across its subscription, usage, and add-ons in a single row.
• Simplified Totals: To keep the spreadsheet clean, we’ve consolidated related fees—like MRCs, prorated charges, and credits—into single category totals (e.g., "Voice Subscriptions")

Accessing the Report

Establish a more efficient review process by downloading the Itemized Billing Summary directly from the Invoices page within the AVOXI platform.

Workbook Structure

The exported file consists of two primary tabs:

Summary Tab

This tab provides a high-level reconciliation against the PDF invoice. It includes:

• Invoice Metadata: ID, Date, and Billing Period.
• Account Totals: Previous Balance, Payments, and total Amount Due.
• Payment References: All payments include the specific reference type or ID in parentheses for clear tracking.

Master Data Tab 

The Master Data tab contains 15 columns designed for deep-dive analysis:

• Billing Group: The primary anchor for cost allocation.
• Voice Subscriptions: Aggregated monthly recurring charges (MRC), prorated fees, and credits for numbers or trunks.
• Usage Metrics: Detailed counts and charges for both Inbound and Outbound calls and minutes.
• Service Details: High-level costs for Contact Center Licenses, Proactive Services (NT & CI), and Intelligent CLI.
• Other Fees / Taxes: Aggregated CSP fees, taxes, and late fees.

Service Allocation Logic To maintain data integrity, the system applies specific logic to "glue" related charges together:

• Organization Level: Fees not tied to a specific number (such as Premium CSP Fees or Late Fees) are labeled as Organization Level and assigned to the Default Billing Group.
• Contact Center Licenses: These are assigned to specific user Billing Groups; otherwise, they default to the Default group.
• Proportional Distribution: Fees or overages split by Billing Group on the PDF invoice generate individual rows per group to ensure accurate internal reporting.