• Employee Setup
  • Basic Tabs
  • General Ledger Accounts
  • Positions
  • Employee Pay Code Settings/Taxes
• Basic Steps
• Reports

• Creating Invoices
• Payments
• Reporting
• Miscellaneous Routines

• Billing Adjustments
• Payment Adjustments
• Setting Up New Accounts
• Final Bills
• Disconnects and Reconnects
• Meter Changes

• General Ledger Account Setup
  • Pay Code
  • Employee Allocation
• General Ledger Interface Options
• Balancing Liabilities
• Balancing Transmittals

• Discussion on New and Upcoming Features
• Property Tax
• Property Improvements

The Doculivery demonstration from NatPay will provide users insight on the features available such as: pay statements, tax forms, summary statements, invoices, and more. The Doculivery platform is customized for each client to promote easy end-user adoption and works seamlessly with current business processes.

• Exception Checks
• Check Options
• Gross Up Checks
• What if Checks
• Paying Multiple Positions

• Approval Process Setup
• Importing Invoices
• Recurring Invoices
• Split Distributions
• ACH Direct Pay

• Meter Reading
• Billing Calculations
• Printing Bills
• Balancing Reports
• Closing the Period

• General Ledger, Accounts Payable and Project Accounting Interfaces
• Adding Assets
• Disposing of Assets
• Modifying Assets
• Reporting/Inquiry

• Discussion on New and Upcoming Features
  • Utility Management
  • Cash Receipting
  • Community Development

Decluttering the Cloud: Journeying from Hosted to Cloud Solutions

The prospect of keeping pace with the evolving expectations of today’s consumer can be overwhelming. And the utility industry is not excluded from this game of catch-up; research shows that the quality of a utility’s digital experiences directly impacts the overall satisfaction of its customers.

For utilities, the easiest path to the front of the pack is through the cloud; cloud-native technology keeps digital experiences updated, maintains security and compliance, and drives impactful customer engagement. But the transition to the cloud can bring its own challenges, leaving many utilities hesitant to take this mission-critical leap.

Join InvoiceCloud’s session where our experts will discuss:

• The difference between true cloud providers and solutions that have been “cloudwashed”
• How Caselle users specifically can better navigate the cloud
• How InvoiceCloud has supported real Caselle users in their transition to the cloud

• Pay Code Settings/Taxes
• Deductions by Period
  • Custom Calculationso
    • Mandatory Deductions
  • Benefits

• Enter and Approve Requisitions
• Enter and Approve Purchase Orders
• Create Purchase Orders from Requisitions
• Submit Requisitions Online
• Approve Requisitions Online
• Reporting/Inquiry

• Service Defaults
• Billing Processes
• Check on Demand Interface
• Utility Deposits
• Landlords

• Interface Setup
• Structure Setup

• Debits and Credits
• Applying Accounting Principles
• Account Types
• Common Financial Statements

Xpress Bill Pay offers real-time bill display and payment posting with Caselle software!  As an Authorized and Preferred Online Payment Provider, we fully integrate with your Caselle software, giving your customers an easy and convenient way to pay online, via text, over-the-phone (IVR), or at the counter. Xpress Bill Pay allows your customers to go paperless and view/pay online their utility bills, business licenses, court citations, file/pay sales tax returns, etc. Your customers can also make one-time payments, setup recurring automatic payments, receive email/text notifications when new bills are available and payments are made, etc. Your staff can receipt all utility and non-utility payments directly in Caselle’s Cash Receipting interface; electronically receipt bank bill pay checks; generate extensive reporting for transaction management, departmental revenue breakdowns, tracking customer usage, and bank reconciliation; and much more.  We also offer Guest Checkout, Mobile, Pay by Text, IVR phone, Bank Bill Pay Consolidation, Remote Deposit, Lockbox, and Custom Form solutions.

• Integration of the Modules
• Shared information
• Employee Changes

• Journal Entries
• Bank Reconciliations
• Cash Allocations
• Checkout Errors
• Reporting

• Service Order Creation, Modification, and Completion
• Service and Maintenance Order Reports
• Online Work Orders
• Mobile App for Work Orders

• General Ledger Functions
• Accounts Payable Functions
• Payroll Functions
• Utility Management Functions

• Manager Reports
• Profile
• Notifications
• Requests
• Directory

Learn about the latest cyber risks and how to stay secure and keep your data safe. We’ll show some of the top methods hackers are using to enter networks and cover the latest tools that will help you prevent and protect against attacks. We’ll also show you how to train your people on best practices. All attendees will get access to a complimentary dark web scan and risk assessment to determine how vulnerable your domain is and what steps can be taken to tighten up your security today.

• Government Updates
• Withholding Limits
• Balancing
• Modify Employee
• W-2 Corrections

• Journal Templates
• Copy Journal Entries
• Create Reversing Entries
  • Approval Process Setup
    • Journal
    • Budget
  • Account Balancing & Lookup
    • Reports
    • Inquiry

• Categories and Distributions
• Workspaces, Payment Types, and User Maintenance
• Daily Reports and Balancing
• Payment Entry Options

• User Security
• Groups
• History/Management Tracking
• Connect Online Web Service
• Common IT Questions
• Backup Processes

• Discussion on New and Upcoming Features
• Payroll
• Timekeeping
• Human Resources

A complete walkthrough of TWG’s technology. What the technology is, how it is deployed, and how it is managed.

• Setup
• Employee Documents

• Vendor Setup
• 1099 Reconciliation Report
• Adjust 1099 Balances
• Convert 1099 Information
• Print 1099’s
• Electronic Filing

• Landlord Setup
• Moving Tenants In/Out
• Reflecting the Purchase/Sale of Property by Landlord
• Landlord History in Customer Inquiry

• New Billing Routines
  • Calculate Billings
  • Calculate Penalty Billings
  • Enter Manual Billings
• Email functionality

• Updates to Form Reports
• Form Exports
• Overview of the New Designer
• Utility Management Delinquent Notice
• AP Checks
• Payroll Checks

Hybrid and remote work is the new normal, but how secure is your data while your team is working from home? Join us for an in-depth session on the latest tools and techniques you can implement to help keep your data and your employees secure from digital threats while they work across the world.

• Report Basics
• New Reports
• Report Writer
• Balancing Quarterly Reports
• Pay Code Transaction

• General Ledger Account Setup
  • Services
  • Rates
  • Cash Receipting
• Balancing Accounts Receivable Accounts
• Balancing Cash Clearing Account
• Balancing Deposit Liability

• Report Customization
• Table Relations
• Report Writer
• Reporting Features & Drill-Down Capability

• Login/Dashboard
• Public Portal Templates
• Linking, Adding, Editing Businesses
• Manage Pending Businesses
• Manage Pending Business Changes

• Permit Process w/ Approvals
• Code Violation Process
• Online & Mobile Inspections

The Benefits of SaaS Technology for Today’s Utility

The standard for exemplary consumer experiences is higher than ever – and the experience of making a utility payment is no exception. If a utility provider’s payment experience fails to meet the modern consumer standard, your collection consistencies may suffer, leading to more shut offs/disconnects, higher call volumes, and low customer satisfaction scores.

Many utilities are struggling to keep pace with these elevated consumer expectations, and that’s where Software as a Service – SaaS – comes in.

Join InvoiceCloud’s session where our experts will discuss:

• What is SaaS and why is it essential for utility payments
• Why SaaS is the key to easy, accelerated digital transformation in the utility space
• How SaaS technology works to protect your customer’s sensitive payment information, and more

• Enter Employee Time – New View
• Timesheet Views
• Supervisor Widgets
• Timesheet Approvals

• Budget Levels/Journals/Periods
• Budget Entry: Console
  • Enter Budget Amounts
  • Enter Budget Worksheet Amounts
• Budget Entry: Importing
• Budget Entry: Budget Submission Connect Online

• Calculate Penalty Billings
• Delinquencies and Shutoffs
• Tax Certification Process

• Protecting from Crypto/Ransomware
• Send/Load Databases
• Backup Suggestions
• Multiple Ways of Backing Up
• Backup Rotation Offsite

• Accounts Payable Lookup
• Requisition Entry and Approval
• Purchase Order Entry and Approval
• Invoice Entry and Approval
• Attachments and Rubex Integration

Xpress Bill Pay offers real-time bill display and payment posting with Caselle software!  As an Authorized and Preferred Online Payment Provider, we fully integrate with your Caselle software, giving your customers an easy and convenient way to pay online, via text, over-the-phone (IVR), or at the counter. Xpress Bill Pay allows your customers to go paperless and view/pay online their utility bills, business licenses, court citations, file/pay sales tax returns, etc. Your customers can also make one-time payments, setup recurring automatic payments, receive email/text notifications when new bills are available and payments are made, etc. Your staff can receipt all utility and non-utility payments directly in Caselle’s Cash Receipting interface; electronically receipt bank bill pay checks; generate extensive reporting for transaction management, departmental revenue breakdowns, tracking customer usage, and bank reconciliation; and much more.  We also offer Guest Checkout, Mobile, Pay by Text, IVR phone, Bank Bill Pay Consolidation, Remote Deposit, Lockbox, and Custom Form solutions.

• Government Updates
• Withholding Limits
• Balancing
• Modify Employee
• W-2 Corrections

• Account Watch List Widget
• Account List
• Budget Summary Widget
• Budget Summary Page
• Budget Submission
• Activity Watch List Widget
• Activity List

• General Ledger Functions
• Accounts Payable Functions
• Payroll Functions
• Utility Management Functions

• Position-Based Budgeting
• Excel Publisher
• Word Publisher
• Reporting
• Tips and Tricks

• Discussion on New and Upcoming Features
  • General Ledger
  • Accounts Payable
  • Accounts Receivable

The Doculivery demonstration from NatPay will provide users insight on the features available such as: pay statements, tax forms, summary statements, invoices, and more. The Doculivery platform is customized for each client to promote easy end-user adoption and works seamlessly with current business processes.

• Integration of the Modules
• Shared Information
• Employee Changes

• Journal Templates
• Copy Journal Entries
• Create Reversing Entries
  • Approval Process Setup
    • Journal
    • Budget Account Balancing and Lookup
      • Reports
      • Inquiry

• Categories and Distributions
• Workspaces, Payment Types, and User Maintenance
• Daily Reports and Balancing
• Payment Entry Options

• Master Contact Benefits
• Master Property Options
• Banks and Departments
• User Settings vs. User Rights
• Helpful Routines

• Enter New Citations/ Setup New Cases
• Enter Payments
• Enter Dispositions
• Fine and Payment Adjustments
• Monthly Reporting

Uses cases. How Municipalities use TWG’s technology to make a meaningful impact on their communities.