Account Codes

Account codes are used to tag (classify) calls for billing and reporting purposes. For example, if an agency needs to keep track of billable client calls, they can dial the code that corresponds to the client, and the code will be tagged in the call history record. See Account Codes for details.

The default settings configured at the account level apply to all users who have Account Codes enabled. However, the settings can be customized here for individual users if needed. See Account Codes User Settings for more information.

Account Codes, also known as authorization codes, are used to tag (classify) calls for billing
and reporting purposes and/or require authorization for calls to international locations, operator
assistance, directory assistance, and premium toll numbers.

Admin users will create specific codes that users can dial to associate call activity with a department, project, client account, and more. For example, if an agency needs to keep track of billable client calls, they can dial the code that corresponds to the client, and the code will be tagged in the call detail record, Call History record, and Account History. Later, the billing department can review the call records and bill each client appropriately.

Additionally, if an organization wants to require authorization for international calls, they can create codes for each user, then configure the account and/or user’s settings to require a valid account code for international calls. When a caller places a call to a country code that is different from their own, they will be asked to enter their code to authorize the call.

For additional use cases, see Account Codes Settings.

How to Use Account Codes

The general flow for using an account code on inbound and outbound calls is outlined below. However, it will change depending on which settings are enabled and disabled.

• Outbound Calls: Dial a phone number. When prompted, enter an account code (for example, 123).
• Inbound Calls: Answer an inbound call, then dial the star code + the account code (for example, *50123).

See Account Codes Setup to enable it for the account and configure the default settings.