Utility Billing Year End Steps:
1. On December 31st make a backup and label it 2017 UB Year End (or similar)
2. On December 31st in the report writer accounts category, print the following reports: Account Balances, Delinquency, and Undistributed Receipts
3. From the account ribbon menu select UB tools, then run the System Info report. This should also be printed on December 31st.
4. From the reports drop down on the Account SCREEN print the DNR Summary and any EOY labeled reports needed like EOY Taxes.
*To toggle on EOY reports, right click on the account screen, click setup, and choose forms. Next, click on any EOY reports to display YES. They will now show in the reports drop down.
*Remember, any report previewed to the screen can be saved as a PDF by clicking on the "Save To PDF Folder" button. Create a folder and save any reports wanted. Auditors will want the reports in step #2 so be sure to save those as a PDF or print and file on December 31st.
Utility Billing Helpful Year End Modules
Tier Report/Rate Study:
Used to do a rate study. What if we changed our rates to X amount? How much revenue would that generate per tier level with the change? Also used to simply get usage totals by tier for year end analysis.
Certification To Taxes:
Generate a file of delinquent utility customers to send to the county. The module generates letters that can be sent to the customer and adjust the balances off the account.
Popular modules to budget for 2018