How can I view my account details

How can I view my account details


This article describes how you can view your current account details with LeaveWizard, you will need to be logged on as an administrator in order to view the details of your account.
From your dashboard select the “Administration” menu and click the Configuration tab and then click the "Subscription Details” link:


 

This will display your billing details:
  • the name of your current plan
  • how many employees are allowed by you current plan
  • what the cost of your current plan is
  • how many active employees you currently have
  • when your subscription started
  • when your subscription will end



You also have a couple of options:
  • Change Plan – this option will allow you to change you current plan by upgrading to a plan that supports more employees or downgrading to a plan with less employees.
  • Change Payment Details – this option allows you to change your current payment information such as billing address, credit card details or the billing contact email address that should be used.
  • Confirm or Change – When you still don't have a subscription clicking Confirm will guide you through the subscription set up process. If you are already subscribed clicking Change will let you upgrade or downgrade your plan.

Viewing More Information

LeaveWizard uses a partner called Recurly.com for our billing and subscription services. We shall be bringing more and more account management functionality into the LeaveWizard application but in the mean time it is possible to manage your subscription from within your LeaveWizard Recurly Account.
You will need a password to access your LeaveWizard Recurly Account, to set this up simply click on the “View Recurly Account” link. This will take you to the Recurly website. Enter the email address that you entered for your billing details and click the “Reset Password” link.


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You will then be sent instructions detailing how to setup a password for your billing account.
Once you have setup your password you will be able to login to your LeaveWizard Recurly Account. This page shows you details of your current subscription, your billing information and a list of previous invoices.


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From within this page you can update your billing information or if you would like to cancel your subscription with LeaveWizard simply click the “Cancel Subscription” button.

General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Administrator Dashboard
  5. The Line Manager Dashboard
  6. Reports
  7. Manage Leave Restrictions
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Event types in depth
  11. Setting up LeaveWizard – Public Holidays
  12. Setting up LeaveWizard – Approvers
  13. Setting up LeaveWizard – Event types and Allowances
  14. Setting up LeaveWizard – Organisation and users
  15. Setting up LeaveWizard – Basic settings
  16. Monthly Allowance Reports
  17. Restrict who can request specific leave types
  18. Recording leave in hours
  19. Location specific Public Holidays
  20. Showing and hiding allowances and leave details
  21. Carry overs explained
  22. Allowing events to be recorded on non-working days
  23. Allowing events to be requested in the past
  24. How to allow or disallow users editing requested events
  25. Setting your default company leave year
  26. LeaveRestriction user groups
  27. The Bradford Factor
  28. Overtime and Time Off in Lieu
  29. Leave Visibility and Leave Type Visibility groups
  30. How is my billing information processed?
  31. Subscribing to a paid plan
  32. How can I view my account details
  33. How to manage room bookings
  34. How to share your company calendar
  35. Outlook and Google Calendar Integration
  36. Specifying someone to cover leave
  37. Alternative Work Patterns
  38. My Settings
  39. Cancelling leave
  40. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  41. Recording absence
  42. Base Leave Types
  43. Changing your password with LeaveWizard
  44. Approving or Rejecting Leave
  45. Leave Charts and Calendars
  46. Requesting leave
  47. Configuring allowances
  48. Performing a bulk upload
  49. Tracking appointments in LeaveWizard
  50. How does LeaveWizard Calculate Holiday Entitlement
  51. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  52. Mandating leave requests in advance

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