Tracey Smith

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Activity overview

Latest activity by Tracey Smith
  • Tracey Smith created an article,

    Letters, Emails and SMS - add attachments to emails

    To add attachments to your emails, go to the Maintenance menu and select Letters, Emails and SMS. Select the customer correspondence you want to add an attachment to and click on Attached PDF butt...

  • Tracey Smith created an article,

    Billing - Post Invoice Run report

    The Post Invoice Run report allows you to review an invoice run  which includes: Opening balances Invoice amounts Tax amounts Prompt payment discount Charges Adjustments Concessions Usage Days  ...

  • Tracey Smith created an article,

    About reports

    The information compiled by your organisation over time can be accessed through reports, which can be used to make informed decisions.  Reports can take a few seconds or up to several minutes to ge...

  • Tracey Smith created an article,

    Metering - Gate Meter Consumption report

    The Gate Meter Consumption report shows the estimated read for a selected date range or network note (building). It can be run at any time from the reports menu.    FILTERS This report can be filte...

  • Tracey Smith created an article,

    Credit - Aged Debtor Customer Movement report

    The Aged Debtor Customer Movement report selects all customers and shows the closing balance of each customer.  It is a "point-in-time" report and can be run at any time from the reports menu.  It ...

  • Tracey Smith created an article,

    Finance - Ezidebit Payment report

    The Ezidebit Payment shows the payments made for a specified date range and by network node (building). It can be run at any time from the report menu.   FILTERS This report can be filtered by date...

  • Tracey Smith created an article,

    Metering - Estimated AM Reads Report

    The Estimated AM Reads report shows the estimated read for a selected date range or network note (building). It can be run at any time from the reports menu.    FILTERS This report can be filtered ...

  • Tracey Smith created an article,

    Other - MyAlerts Analytics Report

    The MyAlerts Analytics report lets you monitor the alerts of your customer's MyAccount customer portal activity.  It can be run at any time from the report menu.   FILTERS This report can be filter...

  • Tracey Smith created an article,

    Credit - Smoothpay Plan report

    The Smoothpay Plan report selects all customers that are on a smoothpay plan within a given date range and network node (building).  It can be run at any time from the reports menu.    Filters The ...

  • Tracey Smith created an article,

    Compliance - Life Support report

    The Life Support report selects all customers that are flagged life support for a specified date range and network node (building).  It can be run at any time from the reports menu.   FILTERS This ...