USING UTILMATE

DASHBOARD

• Managing your work orders
• Understand the dashboard
• Billing exceptions
• Charge, receipt & adjustment approval
• Import meter reads
• Managing your activities

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MYACCOUNT

• MyAccount Alerts
• MyAccount invoices and payment
• MyAccount move in
• MyAccount move out
• MyAccount payment methods
• MyAccount registration and login

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CUSTOMERS & CONTACTS

• Managing Life Support status
• Add a contact
• Add a phone number
• Add an address
• Add an email address
• Add Identification

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PRICE PLANS & OFFERINGS

• Change a price plan
• Change an offering
• View pricing and offering details

BILLING & PAYMENT

• One off and recurring charges
• Add a receipt
• Add an adjustment
• Add an invoice message
• Billing Groups
• Bulk printing of invoices and correspondence

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INTERFACES

• Bing mail integration
• Bulk Customer Updates Interface
• Getting started with Xero
• Xero Receipt Mapping and Import
• Xero Journal Mapping and Export
• Sign in with Xero

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API's

• Utilmate API library

MAINTENANCE

• Add a schedule to a price plan
• Add buildings
• Add building price plans
• View Concessions
• Add or remove users from security groups
• Add, edit or delete users

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SITES & METERS

• Consolidate accounts
• Add a meter
• Add a meter read
• Deconsolidate accounts
• Exporting AM data
• Gate meter consumption report

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REPORTS

• Customer Hardship Report
• Audit - print report
• Normalised consumption report
• Activity summary report
• AER National Compliance Report
• Aged trial balance report

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HOW DO I?

• Do a bulk billing run
• Instant invoice
• Manage customer payments in Xero
• Move a customer into a property
• Move a customer out of a property
• Transfer Receipt

SEARCH & OTHER USEFUL TIPS

• Alerts and notes
• And/or search
• Audit information
• How to use search
• Multi search
• Search by customer number

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