How do I use the Pinnacle Account Manager role to view billing and send emails?

The Pinnacle Account Manager role gives you access to the following functions:

  • View account billing information.
  • Run and email the custom Account Bill by CFOP report for a specific account number. Output for this report is in Excel format.

The following section illustrate how to access Pinnacle and perform these two functions.

1) Access Pinnacle

Use the following URL to access Pinnacle and login using your UIC NetID and password: acccbilling.uic.edu

2) Account Manager Role

After logging in, Pinnacle displays the home screen with the following in the menu in the upper right hand corner.

The Account Manager role should be displayed. If not, select the Account Manager role from the drop down menu.

3) View Account Billing

To view account billing, click on Accounts in the upper right hand menu.

The following screen will appear.

Click on the Search button to generate a list of the billing dates with the accounts to which you have access.  The following is a sample listing.

To access the billing detail, click on the billing date next to the account billing you want to view.  Following is the result of selecting 28-APR-2017.

You may access charge detail using the Non-Usage Charges and Usage Charges options.  Selecting the option and then clicking on the Search button generates a list of the charge detail.  

You can narrow the search by charge category.  The following example shows search results for One Time Charges in the Non-Usage Charge option.

4) Run Custom Account Bill by CFOP

To access the custom Account Bill by CFOP, select Report -> All Reports from the menu in the upper right hand corner.

The following screen is displayed.

Click the Search button to generate the list of reports.

Click on the Account Bill by CFOP link.  (We suggest you hide the other reports.)

The following screen is displayed.

Click the Run button to run the report.  The following window pops ups.

Fill in the fields as follows:

  • In Output Name, assign a name to the output file.
  • Check the Notify by email box.
  • Check the Attach output to email box.
  • Enter your email address in the Cc for email field.
  • Enter the CFOP in the Account Number field.

Format is Chart-Fund-Org Code--Program.

  • Select the billing date for the Billing Date field.

Click the Run button.

Note:  If you enter an incorrect CFOP, you will not receive an error message, rather the report generated will be blank.

5) Access Report Output

In addition to receiving the output for the Custom Account Bill by CFOP report via email, you can access it directly in the system by selecting Report -> Outputs in the menu in the right hand corner.

The following screen is displayed.

To view the list of your report outputs, click the Search button.  Note that if you access this list immediately after running the report, the report may still be processing.  In this case, the icon next to the report will be flashing.  Your report outputs will remain in the system and listed here until you delete them.

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Last updated: 

September 12, 2017

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