How do I set up my Utility Management interface?

Organization

Set up the Check on Demand interface to Connect Utility Management. When the interface is set up, Check on Demand can print checks that have been created in Utility Management.

Setting up my Utility Management interface

1. Open Connect Check on Demand > Organization > Organization.

2. Click to select the Interfaces tab.

3. Click to select the Utility Management tab.

You may need to use the < > arrows at the end of the tabbed row to view the Utility Management tab.

4. Set up the following options.

Payee interface

Pending check interface

Journal

Minimum amount

When refunding an overpayment

When reversing a payment

When refunding a deposit

5. Click Save (CTRL+S).

The Utility Management interface is set up.

Payee interface

Import the payee's name and address when I create a check for a utility customer.

Pending check interface

When I refund a utility balance or deposit, I want to create a pending check that I can print in Check on Demand.

Journal

Select the journal where Connect will create the pending check transaction.

Minimum amount

Enter the minimum amount for creating a pending check. If the pending check amount is less than the minimum amount, Check on Demand will not create a pending check.

When refunding an overpayment

Select the default setting for creating pending checks that refund an overpayment.

Select the default setting:

Prompt... ask the user if they want to create a pending check to refund an overpayment.
Yes... always create a pending check to refund an overpayment.
No... never create a pending check to refund an overpayment.

When reversing a payment

Select the default setting for creating pending checks that reverse a payment.

Select the default setting:

Prompt... ask the user if they want to create a pending check to reverse an overpayment.
Yes... always create a pending check to reverse an overpayment.
No... never create a pending check to reverse an overpayment.

When refunding a deposit

Select the default setting for creating pending checks that refund a deposit.

Select the default setting:

Prompt... ask the user if they want to create a pending check to refund a deposit.
Yes... always create a pending check to refund a deposit.
No... never create a pending check to refund a deposit.

202502, 2025Jun18