USING UTILMATE

DASHBOARD

• Unbilled Transactions
• 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 new customer
• Add a phone number
• Add an address
• Add an email address

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PRICE PLANS & OFFERINGS

• Change a price plan
• Change an offering
• View price plan

BILLING & PAYMENT

• One off and recurring charges
• Add a receipt
• Add an adjustment
• Billing Groups
• Bulk printing of invoices and correspondence
• Cancel a payment plan

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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

• Mail merge templates - edit
• Mail merge template section elements
• Mail merge fields
• Adjustments - edit
• View billing exceptions
• Buildings - add

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SITES & METERS

• Consolidate accounts
• Add a meter
• Add a meter read
• Deconsolidate accounts
• Estimated Reads
• Exporting AM data

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REPORTS

• Billing - Post Invoice Run report
• About reports
• Add ons - Ezidebit payment report
• Add ons - Zendesk ticket report
• AER National Compliance Report
• Audit - Adjustment report

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HOW DO I?

• Add a bond
• 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

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SEARCH & OTHER USEFUL TIPS

• Alerts and notes
• Audit information
• How to use search
• Search - by customer number
• Search - comma
• Search - filters

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