Organisation administrators can add cloud accounts into Buttonwood Central so that their billing data can be processed and analysed. The analytics help track consumption costs and resource utilisation so that financial managers and technology managers can understand spending trends and identify anomalies. 

This article describes the steps required to manage Insights accounts in Buttonwood Central. Refer to the article Account Insights for details on viewing account details.

Prerequisites

• Administrative access to Buttonwood Central with Insights role

Viewing Accounts

This section describes the steps required to view accounts which have been added to Buttonwood Central.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Insights > Accounts
   
3. Click View or the name of the account
   
4. The article Analysing Accounts provides detailed steps required to perform further analysis

Adding Accounts

Cloud providers allow access to billing data in different ways. Typically, public cloud providers (eg. AWS, Azure) have a public rate card and can be configured to automatically output billing data into an object store bucket, providing access via APIs. Other cloud providers typically don't have this workflow available, so synthetic billing data is generated from configured rate cards when they are added to Buttonwood Automate.

The following articles details the steps and information required to add each service provider account to Buttonwood Central.

• Amazon AWS
• Microsoft Azure (Subscription)
• Microsoft Azure (Enterprise Agreement)
• VMware vSphere

Editing Accounts

This section describes the steps required to edit accounts in Buttonwood Central.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Insights > Accounts
   
3. From the drop down menu, select Edit
   
4. On Edit Account screen, modify the following as required:
   • Name: The name for this account
     Note: The name for on-premises providers cannot be changed as it is inherited from the management element name - eg. VMware vSphere accounts will have the vCenter name.
   • Default Cost Centre: Where unassociated charges will be assigned by default
     
5. Click Save

Modifying the Processing Date

This section describes the steps required to modify processing dates for accounts in Buttonwood Central.

When an account is added to Buttonwood Central, administrators can select to limit the timeframe from which billing data is processed or can elect to have all available billing data processed.

If the the processing date is limited, this can be extended to to include more historical data (if available from the cloud provider) by modifying the invoice processing date.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Insights > Accounts
   
3. From the drop down menu, select Edit Process Invoices From
   
4. At the Edit Process Invoices From screen, select the required date from the following options:
   • All available: Processes all available billing data available from the cloud provider including all historical data
   • Current Month: Processes billing data for the current month forward
   • Custom: Processes billing data for the select month and year forward
     
5. Click Save

Enable/Disable Invoice Processing

When an account is added to Buttonwood Central, it's default status will be for invoice processing to be disabled. Administrators can choose when invoice processing should be enabled. Alternatively, administrators can choose to disable invoice processing if the account is no longer active. Disabling invoice processing retains existing data in Buttonwood Central.

This section details the steps required to enable or disable invoice processing for an account in Buttonwood Central.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Insights > Accounts
   
3. From the drop down menu, select Disable Invoice Processing or Enable Invoice Processing
   

Removing Accounts

Accounts can be removed if they are no longer active and the processed historical data is no longer required. Removing accounts will permanently remove all account details, configuration, and data from Buttonwood.

Note: This cannot be reversed. Accounts will need to be re-added and re-processed if they are required in the system, which may incur additional charges.

This section describes the steps required to remove accounts from Buttonwood Central.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Insights > Accounts
   
3. From the drop down menu, select Delete
   
4. At the Delete Account screen, type the account name to confirm the account which is being deleted
   
5. Click Delete