Utility accounts - Revision history

Administrator at 00:36, 5 August 2013

2013-08-05T00:36:46Z

Administrator at 15:43, 26 July 2013

2013-07-26T15:43:45Z

Administrator: /* Payments */

2013-07-25T15:47:51Z

‎Payments

Administrator: /* Sites */

2013-07-12T13:25:03Z

‎Sites

Administrator: /* Payments */

2013-07-12T13:22:20Z

‎Payments

Administrator: /* Payments */

2013-07-12T13:21:45Z

‎Payments

Administrator: /* Meter Readings */

2013-07-12T13:19:18Z

‎Meter Readings

Administrator: /* Meter Readings */

2013-07-12T13:17:12Z

‎Meter Readings

Administrator: /* Meter Readings */

2013-07-12T13:16:50Z

‎Meter Readings

Administrator: /* Details */

2013-07-12T13:06:15Z

‎Details

← Older revision		Revision as of 00:36, 5 August 2013
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−	~~Page~~ for Utility Accounts.	+	The UTILITY ACCOUNTS database allows you to track your utilities for each Site, including meter readings. You can also track and export your utility payments.
		+
		+	=== Entering a New Utility Account ===
		+
		+	To add a new Utility Account, click on the arrow beside the New icon ([[File:New_new_button_without_arrow.JPG]]) for a list of items you can add. Select OTHER, and then select Utility Account. The [[Utility accounts#Details\|Utility Account Details Window]] will appear, and information for a new Utility Account can be entered.
		+
		+	Ad Manager allows you to enter the Vendor, the Account Number and Description of the account, the meter number, the last reading taken, and the dates for when the account was opened and closed on the Details page. The Meter Readings page can be used to enter all the meter readings and the dates they were taken for this Utility Account. Ad Manager also allows you to track the Sites associated with this Utility Account (Sites page) and the payments made on this Utility Account (Payments page).
		+
		+	=== Modifying a Utility Account ===
		+
		+	To modify a Utility Account, simply click the database from the OTHER folder, then double click the desired item and make the change(s) necessary. Once you have finished, click the Save ([[File:New_save_button.JPG]]) button.
		+
		+	=== Deleting a Utility Accounts ===
		+
		+	To delete a Utility Account, there must be no Sites or Payments associated with it. Select the database from the OTHER folder, then double click the desired item. Select the Delete button ([[File:New_delete_button.JPG]]) for the record. Ad Manager will ask you for confirmation to delete the Utility Account.
		+

@@ Line 8: / Line 8: @@
 [[File:New_Utility_Account_Details.JPG]]
-For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For information on the buttons that appear at the top of the window, [[Buttons#Utility Account|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Utility Account Tools Menu|click here]].
 Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.
@@ Line 51: / Line 51: @@
 [[File:New_properties_button.JPG]]- Edit the information for the highlighted Meter Reading.
-For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on buttons that appear at the top of the window, [[Buttons#Utility Account|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Utility Account Tools Menu|click here]].
 The Filter check box allows you to filter the listing of Meter Readings to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Meter Readings for a certain Account, date, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.
@@ Line 98: / Line 98: @@
 Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.
-For additional information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on the buttons that appear at the top of the window, [[Buttons#Utility Account|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Utility Account Tools Menu|click here]].
 The Filter check box allows you to filter the listing of Payments to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payments that are due on a certain date, that are on a certain invoice, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.
@@ Line 137: / Line 137: @@
 In addition, while you are in the pane, you can double click on a Site to see details about the Site. You can also right click in the pane and select "New", "Customize Current View" , "Order" or "Refresh" (see  above).
-For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on buttons that appear at the top of the window, [[Buttons#Utility Account|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Utility Account Tools Menu|click here]].
 The Filter check box allows you to filter the listing of Sites to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Sites in a certain city, state, zip code, on a certain street, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

@@ Line 62: / Line 62: @@
 == Payments ==
-The Payments Page provides a listing of all payment information such as when the Payment was made, the Invoice Number from the Utility Company and the Amount of the Payment. You are required to have the Financial Module in order to use this page.
+The Payments Page provides a listing of all payment information such as when the Payment was made, the Invoice Number from the Utility Company and the Amount of the Payment.
 [[File:New_Utility_Account_Payment.JPG]]

@@ Line 113: / Line 113: @@
 The Sites Page displays the Site(s) to which this Account is associated.
+[[File:New_Utility_Account_Sites.JPG]]
 Tool buttons specific to the Sites Page:
-- Customize Current View allows you to select the columns to display and the order to display them in.
+[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.
-- Order allows you to sort the list of Sites on the Account in the desired order.
+[[File:New_order_button.JPG]]- Order allows you to sort the list of Sites on the Account in the desired order.
-- The Refresh button will reload the list of Sites, in the event changes to the number of Sites has occurred since you visited this page.
+[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Sites, in the event changes to the number of Sites has occurred since you visited this page.
-- The Update button allows you to highlight multiple Sites and apply the same properties to them.
+[[File:New_update_button.JPG]]- The Update button allows you to highlight multiple Sites and apply the same properties to them.
-- The Duplicate button allows you highlight a Site from the list and create a new Site with the same Face configuration as the highlighted one.
+[[File:New_duplicate_button.JPG]]- The Duplicate button allows you highlight a Site from the list and create a new Site with the same Face configuration as the highlighted one.
 The pane in the window shows a listing of all Sites that are assigned to this Utility Account. The functions available through the buttons immediately above the pane are:
-- Add a new Site to the Account.
+[[File:New_add_button.JPG]]- Add a new Site to the Account.
-- Delete the highlighted Site from the Account.
+[[File:New_delete_button.JPG]]- Delete the highlighted Site from the Account.
-- Edit the information for the highlighted Site.
+[[File:New_properties_button.JPG]]- Edit the information for the highlighted Site.
 In addition, while you are in the pane, you can double click on a Site to see details about the Site. You can also right click in the pane and select "New", "Customize Current View" , "Order" or "Refresh" (see  above).
@@ Line 144: / Line 144: @@
 === Right Click ===
 - Right clicking on the list of Sites will display this menu. From here you can create a new Site and add it to the Utility Account, duplicate a Site, Generate Line-of-Site conflicts between Sites, or Update a property (or properties) for one or more highlighted Site(s).

@@ Line 64: / Line 64: @@
 The Payments Page provides a listing of all payment information such as when the Payment was made, the Invoice Number from the Utility Company and the Amount of the Payment. You are required to have the Financial Module in order to use this page.
-[[File:New_Utility_Account_Payments.JPG]]
+[[File:New_Utility_Account_Payment.JPG]]
 Tool buttons found at the top of the Utility Account - Details screen when you are on the Payments Page:
@@ Line 88: / Line 88: @@
 === Right Click ===
-[[File:New_Utility_Account_Payments_right_click.JPG]]
+[[File:New_Utility_Account_Payment_right_click.JPG]]
 - Right clicking on the list of Payments will display this menu. From here you can create a new payment, delete a payment, and reset the exported status of a payment or group of highlighted payments.
@@ Line 104: / Line 104: @@
 To add a new Payment to the Utility Account, click on the New ([[File:New_add_button.JPG]]) button and the following Utilty Payment - Details screen will open.
-[[File:New_Utility_Account_Payments_Details.JPG]]
+[[File:New_Utility_Account_Payment_Details.JPG]]
 The Account will automatically populate with the name of the Account you currently have open. If this is incorrect, select the name from the drop down list.

@@ Line 64: / Line 64: @@
 The Payments Page provides a listing of all payment information such as when the Payment was made, the Invoice Number from the Utility Company and the Amount of the Payment. You are required to have the Financial Module in order to use this page.
+[[File:New_Utility_Account_Payments.JPG]]
 Tool buttons found at the top of the Utility Account - Details screen when you are on the Payments Page:
-- Customize Current View allows you to select the columns to display and the order to display them in.
+[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.
-- Order allows you to sort the Payments in the desired order.
+[[File:New_order_button.JPG]]- Order allows you to sort the Payments in the desired order.
 - The Refresh button will reload the list of Payments, in the event changes to the Payments have occurred since you visited this page.
@@ Line 78: / Line 78: @@
 The functions available through the buttons immediately above the Payments pane are:
-- Add a new Payment for the Utility Account.
+[[File:New_add_button.JPG]]- Add a new Payment for the Utility Account.
-- Delete the highlighted Payment from this Lessor. Highlight the item and click the Delete button.
+[[File:New_delete_button.JPG]]- Delete the highlighted Payment from this Lessor. Highlight the item and click the Delete button.
-- Opens the Payment - Details window to allow you to review or change any information related to the payment.
+[[File:New_properties_button.JPG]]- Opens the Payment - Details window to allow you to review or change any information related to the payment.
 === Right Click ===
 - Right clicking on the list of Payments will display this menu. From here you can create a new payment, delete a payment, and reset the exported status of a payment or group of highlighted payments.
@@ Line 100: / Line 102: @@
 The Filter check box allows you to filter the listing of Payments to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payments that are due on a certain date, that are on a certain invoice, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.
-To add a new Payment to the Utility Account, click on the New () button and the following Utilty Payment - Details screen will open.
+To add a new Payment to the Utility Account, click on the New ([[File:New_add_button.JPG]]) button and the following Utilty Payment - Details screen will open.
-−
 The Account will automatically populate with the name of the Account you currently have open. If this is incorrect, select the name from the drop down list.
 Enter the Invoice # from the Utility Company bill, the date of the Payment, and the Amount. When you have entered all the required information, click the Save and Close button.
 == Sites ==

@@ Line 55: / Line 55: @@
 The Filter check box allows you to filter the listing of Meter Readings to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Meter Readings for a certain Account, date, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.
-To enter a new Meter Reading, click the New ([[File:New_new_button.JPG]]) button. The following Utility Meter Reading - Details screen would open.
+To enter a new Meter Reading, click the New ([[File:New_add_button.JPG]]) button. The following Utility Meter Reading - Details screen would open.
 [[File:New_Utility_Account_Meter_Reading_Details.JPG]]

@@ Line 33: / Line 33: @@
 The Meter Readings Page displays information such as the date of the reading and the actual reading. It displays a history of all meter readings done for this Utility Account.
-[[File:New_Utility_Accounts_Meter_Reading.JPG]]
+[[File:New_Utility_Account_Meter_Reading.JPG]]
 Tool buttons specific to the Meter Readings Page:
@@ Line 57: / Line 57: @@
 To enter a new Meter Reading, click the New ([[File:New_new_button.JPG]]) button. The following Utility Meter Reading - Details screen would open.
-[[File:New_Utility_Accounts_Meter_Reading_Details.JPG]]
+[[File:New_Utility_Account_Meter_Reading_Details.JPG]]
 The Account information will be automatically populated with the name of the Account you currently have open. If this is the incorrect Account, select it from the drop down list. Enter the date the reading was taken and the Reading. Click the Save button.

@@ Line 6: / Line 6: @@
 The Details Page is where information about the Utility Account is displayed. Information about what the Utility Account is for, who the vendor is, when the account was opened, and closed, what the meter number is and what the current meter reading is can be found on this page.
+[[File:New_Utility_Account_Details.JPG]]
 For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
-Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the  boxes) or type in the information if it is not present.
+Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.
@@ Line 29: / Line 29: @@
 Vendor: This is the Utility Company that you pay this Account to.
 == Meter Readings ==