Program Setup/Settings
Where do you go to setup bill messages for all accounts and also on an individual account?
Program setup > Program settings > Billing settings > Bill/Notice/Email messages. On individual account, Current bill screen > Other button > General Tab.
How many work order types can be added to the Utility Billing System?
Unlimited as long as they have unique format for the wo number or using the global setup.
How do you manually post a payment to an account in UB?
Current Bill screen > Make Payment button.
Extra Credit: How do you then journalize that one payment?
How can I correct a flat amount that billed the wrong amount on my last bill that I just journalized? If I can fix this, how can I also print out a detailed adjusted bill?
History Screen > right click on bill calculated > Quick Adjustment. Change new amount column.
To print adjusted bill, right click on the bill adjustment line > Print Adjusted Bill
Reports > Select Utility Billing, Account Reports and Account Summary report. On the report options do not check to include inactive accounts
Where are the parameters set to determine abnormal usage?
Program Setup > Program Settings >Billing Settings > General tab #1
Can you setup a account with the Services of water, irrigation and sewer. Each have their own billing items. Water and Irrigation usage bills separately. Sewer is only based on water.
Then change the services that Water and Irrigation are added together and billed out on water. Sewer is based on water but need to subtract irrigation usage.
Water and Irrigation stand alone and sewer based on water.
water stand along, irrigation to send usage to water, and sewer to get usage add from water and get usage subtract irrigation
How can I add a deposit to an account
Account > deposit screen > Add. Choose to add to account, or manual that the deposit fee has been paid in CR.
I did a bill adjustment wrong, can I delete it and start over?
You can simply just reverse the bill adjustment line that was done incorrectly, as you cannot delete financial transaction lines in history.
How can I tell if a billing item is set to Do Not Bill?
The bill item will be highlighted in Pink on the Billing tab of the account.
What fields on the account screen does the system not allow to be a duplicate for another account?
Location ID and Account ID
How many services can I have on an account?
as many as you want, however the service data fields for bill exports and report designer only go up to 40
Do you have to refund deposits to the UB bill? IF not, what are my options?
Refund to Bill, refund directly to AP, or refund manually (IF a manual check has already been created)
How can I print the history of only this account for the past 3 years?
History screen > Print Button > enter 3 year date range > OK > select history register or History Detail List and run report.
How do I add a brand new billing item to Utility Billing?
Setup cubes > Billing Items > Create
Does the service address and the mailing address have to be same? If I change one, does it update and change the other?
No, they do not. The mailing addresses will be tied to the resident record on the account, as the service address will be tied to the actual account
Walk me through a meter change and meter roll over? Explain why and when customers would use them.
Meter Change: When full meter and body are being changed
Meter Head Change: When only the register of the meter, not the body is being changed
Meter Rollover: When the service displays negative usage because the number of dials rolled over and started again at 00000 when the last read was like 9992
Can I use a barcode scanner to scan payments into Utility Billing like we do in Cash Receipting?
Yes, you can go to current bill screen > Make Payment button. At the top choose to pay multiple accounts, set the search type to barcode search then put the cursor in the search text field and scan. Post payment. Scan again, and so on
Sometimes the meter read that I am trying to remove from the service screen doesn't get removed from History. How can I get that Current Meter Read Line deleted from history?
Typically, we want to go back to the Service screen and delete the read, date and read type, refresh the screen and then go back to history.
Sometimes they just do too much and we have to intervene with tsu.
Can I enter my meter reads en Masse in Cloud like I always have in .Net? Where would I go to do that?
Tasks Menu > Meter Read Manager > Load services
How can I have the JE posting to GL reflect the Online Payment Type to the Journal Description (example Online Payment-Visa)?
Program Setup->Program Settings Tab->Append 'Online Payment Type' to Journal Description (Ex. "Online Payment-Visa")
Is there a way for a work order to print the meter information on there for our DPW workers?
Yes, you can add a
Can I move a deposit that I accidentally put on one account to another account? If so, please show me how!
Go to the Deposit screen > double click on the deposit to move > Tools > Move Deposit to another account.
Why is the receipt number on my payment posted lines different than the receipt number for the same payment in CR, and where do I see the CR receipt number in UB?
CR has a separate receipt numbering system from UB. You can look on that payment posted line detail to see the CR Receipt # on the right side
How can I tell in an Account is signed up for ACH?
On the Account screen at the top summary section it will show ACH Status next to the amount and due date boxes.