Quick Start Guide

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• First Run
  This section addresses the necessary setup that you should do before using other parts of the system.
  • If you are working with a demo, the files have already been set up for you. For demos, skip to the Billing section. If you have purchaseda new system, your first step will be to Add a new company using the Select Company otion under Core options. You will be ask to enter your Company Information.
• Setup Customer Records
• Enter customer records into the Customer file.
• Proof your spelling and rate code assignment. Use the Name and Number List (found under the Print and Customer Listings)
• Update customer records with current balances, using Enter Beginning Readings and Balances (from the Utilities sub-menu). You do not need to do this if you entered the beginning balances as you set up the customer records.
• Billing
  Following are then normal options taken during a billing cycle, but they can vary by user.
  • Enter new readings and calculate new bills using Enter Readings and Charges (from the Billing sub-menu)
  • You can find any customers who were accidentally skipped during the billing process by running the Unbilled Customer Listing (from the Billing and Print Reports sub-menus)
  • Print a Billing Journal (from the Billing and Print Reports sub-menus) and review it.
  • Print Bills to send to your customers (from the Billing and Print Bills sub-menus)
  • Print a Usage Report (from the Billing and Print Reports sub-menus)
• Daily
  These are things that arise on a day-to-day basis.
  • We recommend you post collections if batches that match the deposit slips. Use the Enter Collections option from the main menu.
  • Balance daily using View Total Accounts Receivable (from the Utilities sub-menu)
  • Make a Backup everyday (from the Core options menu)
• Mid-Month
• On due date for payment
• Make sure all collections are posted using Enter Collections
• Calculate penalties on all delinquent customers using Penalty Calculation.
• Print a Past Due and Turn Off List
• Print and mail Past Due Notices
• Month-End
  • Print listing of all transactions on all customers using Transaction Listing.
  • Print a Balance Breakdown (by Month, Aged) (optional)
  • Print a combined journal of all collections, called the Cash Receipts Journal
  • Reconcile the customer deposits, using the Deposit List Report
• Annual
  • Review the Annual sub-menu to determine if you need any of the reports listed.
  • Zero Year To Date Usage