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Pinnacle

Please Note:

  • New bills are available *after* the 5th business day of the month.
  • Current month billing change requests are due by the 20th of the month.
  • Billing change requests submitted after the 20th will take effect the first day of the next month.

Login to Pinnacle

New bills are available *after* the 5th business day of the month.

Pinnacle Billing Inquiries & Billing Changes

Have a question about Pinnacle or need to make a billing change? Click here.

All recharge services provided by OIT (such as telephone service, Group UCInetIDs etc) are now billed through the Pinnacle billing system and will appear on a single statement. You can learn more about the Pinnacle project and we invite you to join our Pinnacle mailing list.

  • To check whether an Organization code has an open account, use the KFS Account lookup tool and search for the Org code while leaving the account number field blank. You should see a list of accounts appear at the bottom; however, if you see the message No values match this search at the bottom of the screen, that indicates there is no open account directly assigned to that Org code.
  • If you have OIT services currently assigned to any KFS Org code that has no open account, please click the recharge billing change link above to submit a request for assistance. The OIT Billing Office will work with you to reassign services to a new Org code. We sincerely apologize for any inconvenience caused by this change.

Accessing Pinnacle

How do I get access to Pinnacle?

Everyone who had access to view phone recharge statements in EDL will have access to Pinnacle. Access to Pinnacle is governed by KSAMS. Either your manager or your DSA can request the role Pinnacle Report Viewer on your behalf, along with specifying the KFS Primary Org(s) of the department(s) whose recharge statements they want you to view.

Most everyone should be familiar with how to request access via KSAMS, but if you need a refresher you can visit our Help Topic. Please allow 2 business days to process your request.

How will I (or my DSA) know which KFS Org to choose?

The majority of bills are in the KFS 8xxx level orgs, so start with that. While there are a number of bills in 7xxx as well, not all departments will have bills at that lower level. You can use this great KFS Decision Support report (called "KFS Chart of Accounts Inquiry") to help you find which account numbers are located in which KFS orgs. It is not possible to have KFS 9xxx level org in Pinnacle.

How do I log into Pinnacle?

Select the link at the top of this page to login. You'll use your UCInetID and password to access Pinnacle.

Alternatively, you can find the link to Pinnacle Billing under "My Applications" in Zotportal. For some users, it may appear under "Restricted Applications" near the bottom.

Please do NOT attempt to login using the vendor login screen at https://www.mypinnaclelogin.com/ucirvine/

Why I am getting a 'Not Found' error when logging in with my UCInetID and password?

If you're getting this error, it's because you don't yet have an account on Pinnacle. Either your manager or your DSA can request the KSAMS role Pinnacle Report Viewer on your behalf, along with specifying the KFS Primary Org(s) of the department(s) whose bills they'd like you to view.

I'm getting the 'Invalid Credentials' error when logging in.

You will see this error when you try to login using the Pinnacle 'vendor' login page (https://www.mypinnaclelogin.com/ucirvine/). Please do NOT attempt to login at that page; instead, use the link at the top of this page or you can use the link under "My Applications" in Zotportal (for some users, it may appear under "Restricted Applications" near the bottom).

I'm getting the 'Error Message: Error decoding authentication request message' when attempting to login.

If you're seeing the following error message when attempting to login to Pinnacle:

It means your browser's session token has expired. To fix this, visit login.uci.edu. In the upper right, select Logout and then close your browser.

Open it up again and head back to this page. You should now be able to login to Pinnacle.

Using Pinnacle

How do I view my bill in Pinnacle?

Pinnacle gives you two options of how to view the recharge statement:

Learn how to access each below.

View the Bill Summary (as a PDF)

  1. Login to Pinnacle.
  2. In the upper-right corner you will see your User Name icon (likely your initial in a circle). Click on the icon to activate a pull down menu, then select the Fiscal Officer role. This will change the navigation bar on the far left.  One item will be a document icon.  Hover over it to see "Reports” and under that, click on “Department Billing.
  3. The billing history for all ORGs you have access to view in Pinnacle will appear in the results.
    • To view a particular bill, click on the hyperlink of that bill (under the “Billing Date” column header), such as 01-MAR-2020. This will display the billing summary for that month.
    • For a detailed bill, select “View Report.” Depending on your browser, this may open the bill as a PDF in a new tab, or offer you the option to open or save the report.  NOTE: You may need to enable pop-ups in your browser.
    • When viewing a bill in your browser, you also have the option to download or print the report.
  1. If you have a long list of bills, you can narrow the display with the search feature. There are two search options: Department Number and/or Billing Date.  Enter desired criteria, then select Search.
    • Department Number field: The Department Number is the 4-digit KFS Org number of the bill you want to view.
    • Billing Date field: In the first field, enter the “Billing Date” manually, such as 1/1/2020 or select the date by using the Calendar icon.
    • To enter specific Billing Date range use the first day of the month in both fields, such as 1/1/2020 and 7/1/2020. NOTE: Billing Dates are the first day of the calendar month; this search feature only retrieves a listing of the monthly bills, no details are provided.
    • Note, the first of month bill date = recharge details for prior month, for example, the Bill Date 1/1/2020 will show charges incurred during the month of December 2019.
  1. If you do not see the bill for a particular Department Number, it means there’s no billing history under that ORG yet, or you do not have access to view the ORG in Pinnacle. If you have questions, please submit a ticket to the Pinnacle Billing Team Pinnacle Billing Inquiry.
  2. It is not possible to export the full version of the PDF to a CSV file, however, you can export a CSV file listing the billing history for all ORGs you see under Department Billing. To do this, click on the Download Arrow icon to left of the “Search” button (it will say “Export CSV” when you hover over it).
  3. The Multi-Department Report Feature is not fully activated; please disregard it for now. If you have questions about this feature, please open a Pinnacle Billing Inquiry.

View the Bill Details as a CSV

  1. Go to Department Billing, then open a summary report (by clicking on the Billing Date in the list of available reports), then activate the “fly out” menu by hovering over the Reports/Department Billing icon in the navigation bar. It has 5 choices. The first is Summary, which is the Departmental Bill Summary. You can also drill down to see more details by choosing Summary By Account, Individual Bills, Non-Usage Charges and Usage Charges.
  • Summary lists the total recurring, one time charges and usage for that month. You can download data to a CSV file from that page, OR use the View Report icon to view entire bill in PDF format.
  • Summary by Account lists charges under KFS accounts appearing on the bill you have selected and allows you to search charges under a specific KFS account. It does not provide detail on what phone numbers or other OIT charges are charged to the account. For that detail, it’s best to view the PDF of the bill.
  • Individual bills feature is not applicable to your needs, please disregard it for now.
  • Non-Usage Charges allows you to search recurring and one time charges in a particular bill. NOTE: This feature does not return usage charges associated with the phone numbers, to see all charges for a phone number, including usage detail, you need to view the PDF of the bill.
    • To see what items are billed to a particular KFS account, enter the account number in Expense Account, such as %GF12345% and enter Search. Note:  In Pinnacle, the % symbol is used to narrow search results and capture charges for the primary account and associated sub accounts and project codes.
  • To see if a phone number is on the selected bill, use the Service Number pull down menu and select the Service Number, i.e. phone number such as 949-824-1234, or name of service, such as xyz for UCINetIDs, then enter
  • Bill Note will show any reference numbers associated with the charges. For example, the Service Request Confirmation number will appear in this column for new phone installations.
  • Usage Charges allows you to see usage charges for a Service Number (i.e. phone number), or a particular KFS Account. To ensure accuracy of results, we suggest you run searches independently, either for a phone number or a KFS Account, not both in same search.
  1. To download your search results into a CSV file, select the button with a down arrow in the menu bar above.
  2. The billing details in the PDF format of the bill are not available for CSV download. To download a listing of phone numbers and services contained in a particular bill, go to Department Billing, select the Department Number and Billing Date to view, then select the Non-Usage Charges option. If charges do not automatically appear, enter Search, then use download arrow to left of Search.
  3. Interactive Report Feature. This feature provides the ability to generate more comprehensive reports, however, most customers can obtain the information they need by viewing their billing information in other features offered above. Please feel free to explore the filtering options and/or search Interactive Reports in the Pinnacle Help portal (the “?” icon). If you have any questions, about this feature, please open a Pinnacle Billing Inquiry.

I'm getting a 'No Data Found' error when I try to view my bill.

The vast majority of phone numbers are assigned at the 8xxx KFS org level and some are assigned at the lower 7xxx and 6xxx levels as well as UCINetIDs and software charges. Only the Medical Center has phone numbers at the 9xxx level.

If you receive the “No Data Found” message in your search results, it means charges are not billed to the ORG number yet, or if you do not have access to view that particular ORG in Pinnacle. Please open a ticket with the OIT Billing team so we can research the billing issue and, if necessary, help you get the access you need.

I have a question about the content of my bill.

You can submit a Pinnacle Billing Inquiry and the OIT Billing team will investigate and respond. Please note that OIT finalizes telephone billing during the 1st week of each month and will update any known discrepancies as needed prior to transmitting information to KFS. Because of this, we ask that you NOT login to Pinnacle until *after* the 5th working day of each month, as Pinnacle bills you pull for viewing are not yet finalized and may be incomplete. It’s best to view Pinnacle recharge reports after you see OIT charges posted in KFS.

How do I change the account number that is being billed?

If you would like to change the KFS account number for services currently billed in Pinnacle, please submit a Telecommunications Billing Change Form located on the OIT Pinnacle Help webpage. This link is the same link located next to the Pinnacle login. After submitting the form, you will be notified by email once the change has been made.

NOTE: If you want the billing change effective in the current billing cycle, please submit KFS account changes by the 20th of the month. If the request is received after the 20th of the month, the change will be effective on the first of the following month.

I've tried the steps above but I'm still having trouble.

If you're still having trouble and believe it’s a billing issue, feel free to submit a Pinnacle billing inquiry.

Or, if you believe it is a more technical issue, feel free to open a ticket with the OIT Help Desk.

When doing so, please provide the following:

  • Your full name
  • Your UCInetID (the first part of your email address, not your ID number)
  • A detailed description of the issue

Failure to provide this information will delay our response.

Return to the OIT Help Center.

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