To reconcile the Lead Connector costs to the Agency to what is being rebilled (set by the Rebilling Settings Category Multipliers) to the sub-accounts, today it takes two reports and tons of data fixing because of bugs and inconsistencies in the reporting. Setting the bugs and inconsistencies aside (see below), adding a few more columns to the ADTR relating to the Sub-account Detailed Transaction Report (SDTR) would be a quick fix, so just the ADTR could be used.

Sub-Account Data – Must have fields from the SDTR:

1. Amount

2. Rebill Settings Category (currently, it’s loosely in the description. It is needed by itself)

Example data:

a. Phone System Resell Settings

b. LC - Premium Triggers & Actions

c. LC Email Verification

d. Funnel AI

e. Etc.

3. Rebill Settings Category Multiplier - adding Amount in the report, we could calculate this value by “amount/originalAmount”, but having the actual multiplier used in the transaction would be preferred.

Nice to have, but not needed to reconcile the data - it would be a complete combination of the ADTR and the SDTR:

Sub-Account Data:

• walletCredits

• totalBalance

• balance

• creditsUsed

• discountAmount

Bugs and Inconsistencies

1. The “originalAmount” column has positive and negative numbers. They should all be negative.

2. Every transaction needs a ref: {ID} in the description. The “description” column is a key to the corresponding re-billing transaction in the SDRT. It uses ref: {ID} to create a unique key. However, many transactions are missing the ref: {ID}.