Multifamily
What fields do your premises/residents need to have filled out to successfully bill the BM106 and BM138?
Square footage and occupancy
What is a rate schedule? What all can it do?
Used to connect residents to specific utilities. Can add a charge, deposit, or work order to an account.
How do you access the report portal?
Once there, how do you get back to the billing company web?
Home-> Reports Portal
Switch Web-> Billing Company Web
How do you know when a resident has a flagged note on their account?
What is ACH and how does it work?
Community Billing Fees
What billing method allows you to apply different levels of charges to a single utility based on usage?
BM 172 - Meter CTier
How do you add reports to the Reports tab of the Billing Process?
Under community Preferences tab
How do you add a banner to an account?
A banner is connected to a class option. The resident needs to be assigned that class option to show the banner.
What is the difference between log date and transaction date?
Log date is the date the transaction was entered into the system
Transaction date is the day the transaction occurred
Transaction dates can be manipulated but log dates cannot
Importing and/or unique values provided by the property
What is Client Billing? Why do Operators use it?
It is used to bill the district for time/equipment/materials used on work orders
What report will show you the same information as the Enter Meter Readings page?
The CON119
Where can I go to print a single resident's invoice? There are two places
INV link on the transactions tab
Print One Invoice page
What are the three ways online payments can be accepted?
1. Accept Online Payments link
2. Pay Bill page of resident portal
3. Through the IVR
What is integration or WebService?
Pushing/pulling information directly from a PM software
How do Operators process their late fees?
Delinquency Process
BIL reports show transactions that were charged in a billing process, FIN reports will show any types of transactions
Where can you store a resident's social, DL # and birthdate?
Connect them to a Customer - on the Personal Info tab
Where can a BC employee add/edit a resident AutoPay/Saved Payment methods?
Bonus: What license is this tied to?
Online Account link of the resident
StarnikPay
Name all the ways a final bill can be processed.
2. Outside the regular billing process (one-off final bill)
3. Outside the regular billing process in a batch final billing
4. Rapid Bill
What is the process for final bills for operators from start to finish?
Add the move out date
Refund the deposit in bulk (Deposit Refund)
Run the billing process
Refund any remaining credits (Create Refund Batch)
What information does the FIN178 show?
Shows totals of all transactions that occurred from the last billing to the current billing.
Bonus: Also includes deposit information and delinquency information
PM Community ID
Ext Premise ID
Premise #
Premise Service Address, City, State, Zip
Ext Floorplan ID
PM Resident ID
Resident Name
Resident MI Date
Resident Billing Address, City, State, Zip
What is required for a company to use Cashier/Customer Batch Transactions?
Customers have to be connected to the resident accounts