Utility Management Refresher Training (2023.08)

Webinar

Review the steps checklist for setting up Utility Management; processing utility bills; calculating billings and adjustments; entering payments and adjustments; disconnecting and reconnecting service; managing deposits; setting up and using landlord accounts; entering meter activity and corrections; using the checklist; and reporting

[MP4]

Note: You can mouse over the video to find and view chapters in the webinar.

Chapters

00:01:17, Getting started

00:06:26, Dates, periods, and cycles
00:08:57, Payment allocation, priority, and overpayment
00:12:20, Interface to more applications
00:12:42, Notifications
00:13:15, Passwords
00:13:48, Field tracking, management tracking
00:19:19, User-defined fields

00:24:20, Actions codes

00:28:54, Collection codes

00:30:48, Customer types

00:33:11, Rates. Setting up rates and rate levels.

00:38:22, Services. Setting up a service; setting up service billing defaults; looking up service rates; setting up service meter options; setting up GL accounts; and adding a new standard service.

00:54:17, Customer Inquiry

01:02:33, Landlords - Overview

01:10:49, Billings. Calculating automatic billings; entering billing adjustments; disconnecting and reconnecting service; checking billing adjustments; adding a credit; entering a deposit.

01:23:56, Closing an account. Final Bill.

01:30:19, Payments. Reversing payments; transferring payments; refunding overpayment; entering payment; correcting a payment entry; and managing deposits.

01:36:08, Modify Existing Customers - Overview

01:37:10, Customers. Adding a new customer; copying from a previous customer; adding services and rates; adding service deposits; checking if customer is final billed; and transferring balances.

01:44:58, Landlords. Creating a landlord account, setting up a customer account; connecting the landlord ot a customer; making a customer a landlord; and using vacant accounts.

01:51:34. Meters. Correcting prior reading and usage; creating meter reading file; Importing meter readings; and entering meter activity.

01:59:56, Checklist.

02:04:21, Reporting. Customer list, transaction register, Report Writer, and Table Lists.

202308, 2023Aug18