- 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. - Mid-Month
- On
due date for payment
- Month-End
- Annual
- Review the Annual sub-menu
to determine if you need any of the reports listed.
- Zero Year
To Date Usage
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