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. Setting up LeaveWizard – Public Holidays
  11. Setting up LeaveWizard – Approvers
  12. Setting up LeaveWizard – Event types and Allowances
  13. Setting up LeaveWizard – Organisation and users
  14. Setting up LeaveWizard – Basic settings
  15. Monthly Allowance Reports
  16. Restrict who can request specific leave types
  17. Recording leave in hours
  18. Location specific Public Holidays
  19. Showing and hiding allowances and leave details
  20. Carry overs explained
  21. Allowing events to be recorded on non-working days
  22. Allowing events to be requested in the past
  23. How to allow or disallow users editing requested events
  24. Setting your default company leave year
  25. LeaveRestriction user groups
  26. The Bradford Factor
  27. Overtime and Time Off in Lieu
  28. Leave Visibility and Leave Type Visibility groups
  29. How is my billing information processed?
  30. Subscribing to a paid plan
  31. How can I view my account details
  32. How to manage room bookings
  33. How to share your company calendar
  34. Outlook and Google Calendar Integration
  35. Specifying someone to cover leave
  36. Alternative Work Patterns
  37. My Settings
  38. Cancelling leave
  39. 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?
  40. Recording absence
  41. Base Leave Types
  42. Changing your password with LeaveWizard
  43. Approving or Rejecting Leave
  44. Leave Charts and Calendars
  45. Requesting leave
  46. Configuring allowances
  47. Performing a bulk upload
  48. Tracking appointments in LeaveWizard
  49. How does LeaveWizard Calculate Holiday Entitlement
  50. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  51. Mandating leave requests in advance
  52. My line managers aren't approving leave requests, what should I do?

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