miViewPoint User Guide

miViewPoint User Guide

Other











miViewPoint


User Guide























































This manual has been prepared by Civic Systems for use by customers and licensees of Civic and Caselle software.


Information in this document is subject to change without notice. The software described in this document is furnished under license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of those agreements. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including photocopying and recording for any purpose other than the purchaser’s use without the written permission of Civic Systems, LLC.


Civic Systems, LLC

Ten Terrace Court

P.O. Box 7398

Madison, WI  53707-7398

      www.civicsystems.com


Revision  1.0





Welcome Email


All users will initially receive a Welcome Email.  The email will originate from noreply@miviewpoint.civicsystems.com.   The email will contain a link to click on so that you can confirm your email address and set your initial password.  Once you have established your password, you will be able to logon to miViewPoint.  


To confirm your email address and set your password follow these steps:


  1. Open the Welcome Email sent to you from noreply@miviewpoint.civicsystems.com and click on the link.                        




Please Note:  Bookmark this website so you can login later.


  1. Enter a password in the Password field and confirm your password in the Confirm password field.  Your password must be at least eight (8) characters, contain at least one uppercase letter, one lowercase letter, and one number.


  1. Click the Set My Password button to save.


Logging On


To logon to the miViewPoint site, follow these steps:


  1. Go to the site address provided by the welcome email or by your site administrator.


  1. Enter your email address in the Email field.


  1. Enter your password in the Password field.


  1. Click Log in. 






 

Resetting Your Password


If you have forgotten your password, follow these steps to reset it:


  1. Go to the site address provided by the welcome email or by your site administrator.


  1. Click on Forgot your Password? on the log in page.                                     
  2.                                    


  1. Enter your Email and click Send Reset Link.                      


  1. Click on the link in the Password Reset Email.  




  1. Enter a password in the Password field and confirm your password in the Confirm password field.  Your password must be at least eight (8) characters, contain at least one uppercase letter, one lowercase letter, and one number.


  1. Click the Set My Password button to save.

What’s New


Once you login, you may receive a What’s New pop-up.  This pop-up appears if there has been a new release installed since your last login.   What’s New will list all the changes and enhancements on this latest release.  Review the list and click Close when finished. This list can be accessed at any time by clicking the version number at the bottom of the menu on the left.  


  






Logout


You can logout of miViewPoint by simply clicking the drop-down arrow next to your name in the upper right corner and selecting Logout.








My Profile


You can modify your profile by clicking on the drop-down arrow next to your name in the upper right corner and selecting My Profile.                                                                                                            


Clicking on My Profile provides you with some different settings and options that you can adjust. 


  1. The Workflow tab is designed to work with Budget, Journal Entry and Invoice workflows.  Those items, and this tab, are covered in separate manuals.


  1. The Layouts tab provides the ability to remove filtered settings within your profile.  You can do this by clicking on the trash can across from the grid name.  You cannot cause problems by doing this as it only removes filters from the screens.  This is especially helpful if you feel that you are not seeing all data in a grid you are viewing.







Home Page


After logging in, you will land on the Home page.  The Home page communicates items in your queue awaiting your approval and shows any accounts in your Watch List.           

        















Approval Queues


The Home page will show any items needing your attention in tiles at the top.  Which tiles, if any, is dependent upon what workflows have been implemented by your organization. 




















Watch List


The Watch List allows you to monitor the balances and activity of accounts you determine are a priority.  The following lists the capabilities of the Watch List.

 

Period End Date  

You can change the period end date to any date in the past or future by clicking on the Period End Date drop-down field.  The columns in the Watch List will update automatically when the date is changed.  The Watch List will always default to the current month unless a different month is selected from the Period End Date drop-down. 




Export All Data 

You have the ability to export the data in the Watch List to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Watch List by adding or removing columns from the Watch List.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Watch List grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Account Header – This is the group the account belongs to.  Normally, the group is the Fund and Department name.
  2. Account No – This is the formatted account number.  You will notice that the account number is hyperlinked.  Clicking on the Account No will show account and budget notes related to the account number.
  3. Title – This is the title given to the account within the General Ledger.  The letter shown in parenthesis behind the title identifies the account type: A = Asset, L= Liability, Q=Equity, R=Revenue, E=Expenditure.
  4. Period – This amount represents the dollar amount of activity in the account for the selected month/period.
  5. YTD – This amount represents the year-to-date balance of the account as of the selected month/period.  This amount is hyperlinked.  Clicking on the YTD amount will allow you to see all transactions that have been recorded to that account number through the month/period selected.
  6. Budget – This amount represents the budget amount for the account as of the selected month/period.  This amount is hyperlinked.  Clicking on the Budget amount will allow you to see all budget transactions that have been recorded to that account number.
  7. Watch List – This column gives you the ability to remove the account from the Watch List on the Home page.  You can still view this account in your Account List, but it will no longer be shown on your Home page.
  8. Graph –  This will give you the ability to see four years worth of history (budget and actual) in a trend graph.  
  9. AccountID – This is the reference number of the account behind the scenes in the software.
  10. Account No – This is the unformatted account number.  This will have the same number as the default Account No in the grid but it will not contain any dashes or periods that format your account numbers.
  11. Account Type – This will show the type of account: Asset, Liability, Equity, Revenue, or Expenditure.
  12. PY1 – This amount represents the prior end-of-year balance.  This amount is hyperlinked.  Clicking on the PY1 amount will allow you to see all transactions that have been recorded to that account number for the prior year.
  13. PY1YTD – This amount represents the prior year-to-date balance as of the selected month/period.  This amount is hyperlinked.  Clicking on the PY1YTD will allow you to see all transactions that have been recorded to that account number for the prior year through the month/period selected.
  14. Budget Variance – This amount represents how much is left to spend or earn for the account.  The variance is the difference between the year-to-date balance and the budget amount.
  15. PY Variance – This amount represents how much is left to spend or earn from the prior year.  The variance is the difference between the prior year-to-date balance and the prior year budget amount.
  16. % Budget Variance – This amount represents the percent variance of the account.  The percentage is derived by dividing the budget variance into the year-to-date balance.
  17. % Budget Spent – This amount represents the percent of budget spent through the month/period selected.  The percentage is derived by dividing the year-to-date balance by the budget amount.
  18. % Budget Spent Chart – This chart will reflect the percent of the budget spent in a horizontal bar chart.  Green means that less than 70% of the budget has been spent.  Yellow means that between 70% and 100% of the budget has been spent.  Red means that over 100% of the budget has been spent.
  19. % PY Variance – This chart represents the prior year percent variance of the account.  The percentage is derived by dividing the prior year budget variance into the prior year-to-date balance.
  20. Encumbrance – This number represents the amount of open purchase orders related to this account as of the period selected.








General Ledger


The General Ledger menu provides you with the ability to view balances and activity from three different points-of-view: Account LookupActivity Lookup, and Journal Lookup.  If some of these options are not listed in the General Ledger menu, the administrator has not given rights to view these.  

Account Lookup

The Account Lookup provides a list of all account numbers you have been granted access to view.  This grid allows you to monitor the balances and activity of each account.  To access the Account Lookup, move your mouse to the left so that the menu slides out and select General Ledger | Account Lookup.




 The following lists the capabilities of the Account Lookup.


Period End Date  

You can change the Period End Date to any date in the past or future by clicking on the Period End Date drop-down field.  The columns in the grid will update automatically when the date is changed.  The Account Lookup will always default to the current month unless a different month is selected from the Period End Date drop-down. 



Export All Data 

You have the ability to export the data in the Account Lookup to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Account Lookup by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Account Lookup grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Account Header – This is the group the account belongs to.  Normally, the group is the Fund and Department name.
  2. Account ID – This is the reference number of the account behind the scenes in the software.
  3. Account No – This is the formatted account number.  You will notice that the account number is hyperlinked.  Clicking on the Account No will show account and budget notes related to the account number.
  4. Account No – This is the unformatted account number.  This will have the same number as the default Account No in the grid but it will not contain any dashes or periods that format your account numbers.
  5. Account Type – This will show the type of account: Asset, Liability, Equity, Revenue, or Expenditure.
  6. Budget – This amount represents the budget amount for the account as of the selected month/period.  This amount is hyperlinked.  Clicking on the Budget amount will allow you to see all budget transactions that have been recorded to that account number.
  7. Budget Variance – This amount represents how much is left to spend or earn for the account.  The variance is the difference between the year-to-date balance and the budget amount.
  8. Encumbrance – This number represents the amount of open purchase orders related to this account as of the period selected.
  9. Period – This amount represents the dollar amount of activity in the account for the selected month/period.
  10. PY Variance – This amount represents how much is left to spend or earn from the prior year.  The variance is the difference between the prior year-to-date balance and the prior year budget amount.
  11. PY1 – This amount represents the prior end-of-year balance.  This amount is hyperlinked.  Clicking on the PY1 amount will allow you to see all transactions that have been recorded to that account number for the prior year.
  12. PY1YTD – This amount represents the prior year-to-date balance as of the selected month/period.  This amount is hyperlinked.  Clicking on the PY1YTD will allow you to see all transactions that have been recorded to that account number for the prior year through the month/period selected.
  13. Sparkline – This will give you the ability to see four years worth of history (budget and actual) in a comparison line graph.  
  14. Title – This is the title given to the account within the General Ledger.  The letter shown in parenthesis behind the title identifies the account type: A = Asset, L= Liability, Q=Equity, R=Revenue, E=Expenditure.
  15. Watch List – This column gives you the ability to remove the account from the Watch List on the Home page.  You can still view this account in your Account List, but it will no longer be shown on your Home page.
  16. YTD – This amount represents the year-to-date balance of the account as of the selected month/period.  This amount is hyperlinked.  Clicking on the YTD amount will allow you to see all transactions that have been recorded to that account number through the month/period selected.
  17. % Budget Spent – This amount represents the percent of budget spent through the month/period selected.  The percentage is derived by dividing the year-to-date balance by the budget amount.
  18. % Budget Spent Chart – This chart will reflect the percent of the budget spent in a horizontal bar chart.  Green means that less than 70% of the budget has been spent.  Yellow means that between 70% and 100% of the budget has been spent.  Red means that over 100% of the budget has been spent.
  19. % Budget Variance – This amount represents the percent variance of the account.  The percentage is derived by dividing the budget variance into the year-to-date balance.
  20. % PY Variance – This chart represents the prior year percent variance of the account.  The percentage is derived by dividing the prior year budget variance into the prior year-to-date balance.


Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “wage” in the Title filter, only those accounts with the word “wage” in it will appear.  No wildcards are necessary.  The system will search through every part of the Title in this example.  


 


Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field



Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.    


The following is the information that will appear in the drill-down based on what hyperlink you click:

















  1. Account Number – Clicking on the Account Number will show any account notes or budget notes recorded in the General Ledger for the selected account.  




  1. YTD – Clicking on a YTD number will show each transaction that comprises the year-to-date balance.  Often you will have the ability to drill-down further from this screen to see the detail of a payroll posting, when a check has cleared the bank, the image of an invoice if your organization is using Accounts Payble Workflow, and more. 



  1. Budget – Clicking on a Budget number will show all budget transactions that comprise the budget. 





























Activity Lookup


The Activity Lookup provides a list of all activity numbers you have been granted access to view.  This grid allows you to monitor the balances and activity of each activity.  To access the Activity Lookup, move your mouse to the left so that the menu slides out and select General Ledger | Activity Lookup.




The following lists the capabilities of the Activity Lookup.


Period End Date  

You can change the Period End Date to any date in the past or future by clicking on the Period End Date drop-down field.  The columns in the grid will update automatically when the date is changed.  The Activity Lookup will always default to the current month unless a different month is selected from the Period End Date drop-down. 





Export All Data 

You have the ability to export the data in the Activity Lookup to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Activity Lookup by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Activity Lookup grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Act No – This is the activity number assigned in the General Ledger.
  2. ActivityID – This is the reference number of the activity behind the scenes in the software.
  3. Amount – This amount represents the start-to-date balance of the activity as of the selected month/period.  This amount is hyperlinked.  Clicking on the Amount will allow you to see which accounts were used to record transactions related to this activity.
  4. Budget – This amount represents the budget amount for the activity as of the selected month/period.  This amount is hyperlinked.  Clicking on the Budget amount will allow you to see all budget transactions that have been recorded to that activity.
  5. Encumbrance – This number represents the amount of open purchase orders related to this activity as of the period selected.
  6. End Date – This is the end date of the activity.
  7. Start Date – This is the start date of the activity.
  8. Title – This is the title given to the activity within the General Ledger.  
  9. Variance – This amount represents how much is left to spend for the activity.  The variance is the difference between the amount and the budget amount.
  10. % Variance – This amount represents the percent variance of the activity.  The percentage is derived by dividing the variance into the amount.


Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “arena” in the Title filter, only those activities with the word “arena” in it will appear.  No wildcards are necessary.  The system will search through every part of the Title in this example.  


 


Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field






Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.  

  


The following is the information that will appear in the drill-down based on what hyperlink you click:















  1. Amount – Clicking on an Amount will show each account utilized to record transactions to that activity number.  You can further drill-down to see the detail transactions recorded to that account by clicking on the Debit or Credit number.  




  1. Budget – Clicking on a Budget number will show all budget transactions that comprise the budget.  



Journal Lookup


The Journal Lookup provides a list of all transactions recorded to a specified journal code.  Only those transactions recorded to accounts that you have been granted access will appear.  To access the Activity Lookup, move your mouse to the left so that the menu slides out and select General Ledger | Journal Lookup.




The following lists the capabilities of the Journal Lookup.


Period End Date  

You can change the Period End Date to any date in the past or future by clicking on the Period End Date drop-down field.  The columns in the grid will update automatically when the date is changed.  The Journal Lookup will always default to the current month unless a different month is selected from the Period End Date drop-down. 





Journal Code  

You can change the Journal Code that you would like to view.  Journal codes are used to record different types of transactions.  For example, Accounts Payable uses the AP journal code to record invoices entered.  The columns in the grid will automatically change when the journal code is selected.


Export All Data 

You have the ability to export the data in the Journal Lookup to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Journal Lookup by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Journal Lookup grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Date – This is the date of the transaction.
  2. Debit – This amount represents a debit to the account.
  3. Description – This is the description of the transaction.
  4. Credit – This amount represents a credit to the account.
  5. Jrl Code – This is the journal code used to record the transaction that appear.
  6. Ref No – This is the reference number of the transaction assigned by the software.







Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “recl” in the Description filter, only those transactions with the letters “recl” in it will appear.  No wildcards are necessary.  The system will search through every part of the Description in this example.  


 


Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field

Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.  

  


The following is the information that will appear in the drill-down based on what hyperlink you click:


  1. Debit or Credit – Clicking on a Debit or Credit number will show each individual transaction that makes-up that entry along with the account number used.   


 


Accounts Payable 


The Accounts Payable menu provides you with the ability to view vendor transactions, upload invoice images, and review purchase order history.   If some of these options are not listed in the Accounts Payable menu, the administrator has not given rights to view these.  

Vendor/Invoice Lookup

The Vendor/Invoice Lookup provides you with the ability to lookup invoices that have been entered into Accounts Payable.  To access the Vendor/Invoice Lookup, move your mouse to the left so that the menu slides out and select Accounts Payable | Vendor/Invoice Lookup.




The following lists the capabilities of the Vendor/Invoice Lookup.


Lookup Fields 

You can find an invoice based on several criteria: Vendor/Merchant Name/NumberInvoice NumberKeyword, and/or Check Number.  When you are done entering your criteria, click the Search button.


  1. Vendor/Merchant Name/Number – Type the vendor name, number, or merchant name into this field.  As you type into this field, the closest matches will appear.  You can then continue to type or click a selection.  Alternatively, you can click the drop-down and select a vendor from the list.
  2. Invoice Number – If you know the invoice number you are trying to find, type the invoice number into this field.
  3. Keyword – You can type a keyword or keywords to search through all invoice descriptions.  For example, if I type “file cabinets”, the search will find all vendors where file cabinets were purchased.
  4. Check Number – If you know the check number you are trying to find, type the check number into this field.


 


Export All Data 

You have the ability to export the data in the Vendor/Invoice Lookup to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Journal Lookup by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Journal Lookup grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Amount – This is the amount of the invoice.
  2. Chk No – This is the check number used to pay for the invoice.
  3. Date – This is the date of the invoice.
  4. Input Date – This is the date the invoice was entered into the system.
  5. Invoice Number – This is the number of the invoice utilized by the vendor.
  6. Merchant Name – This is the name of the vendor paid.  For example, if payment was made to Visa for a purchase at Ace Lumber, Ace Lumber will appear in this field and Visa will appear in the Vendor Name field.
  7. Payment Due Date – This is the due date of the invoice entered into the system.
  8. Rating – This is the rating of the vendor entered into the system.
  9. RemitAddress – This is the address where the check was mailed.
  10. Vendor Number – This is the number of the vendor assigned by the system.
  11. Vendor Name – This is the name of the vendor.



Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “200” in the Invoice No filter, only those invoices with “200” in it will appear.  No wildcards are necessary.  The system will search through every part of the Invoice No in this example.  


 


Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field

Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.  

  


The following is the information that will appear in the drill-down based on what hyperlink you click:



















  1. Invoice No – Clicking on the Invoice Number will show details for that invoice.  The details include description, account number, amount, check number, and more.  You will only see those accounts listed that you have been granted access to.  You can continue to drill-down by clicking on the Chk No.  This field will be blank if the invoice has not been paid. 



  1. Chk No – Clicking on the Check Number will show details for the check.  The details include invoice numbers paid on this check, invoice date, check date, check amount, the month the check cleared the bank, and more.  you can contineu to drill-down by clicking on the Invoice Number 



Invoice Import


The Invoice Import provides the ability to attach a scanned image of the invoice after the invoice has been entered and processed.  


To attach an image of the invoice, follow these steps:


  1. Move your mouse to the left so that the menu slides out.  Then, select Accounts PayableInvoice Import.                                                                     


  1. Click Add attachments at the top.  











  1. Browse to find the invoices you want to attach.  You can select more than one invoice by using the Shift and Control keys.  Click Open when ready.  Alternatively, if you have File Explorer or an email open, you can click and drag the file into the area that says No data.  




  1. After the images have been added, click on any file.  The invoice will be rendered on the right side of the screen and the check box to the left of the file name will be checked.


  1. You can then use the filter fields below the column headings to find the invoice you would like to attach the image to.  For example, you can type the invoice number into the Invoice No filter field.  




  1. Once you find the invoice, click on the appropriate line in the grid.


  1. Make sure the correct image from step 3 is checked.  Click Link.  


The image will now be viewable from Account Lookup and Vendor/Invoice Lookup


  1. Repeat steps 4 – 7 for each image. 

PO Lookup


The PO Lookup provides you with the ability to lookup purchase orders to view their status, the invoice tied to the purchase order, print the purchase order, and more.  To access the PO Lookup, move your mouse to the left so that the menu slides out and select Accounts Payable | PO Lookup.




The following lists the capabilities of the PO Lookup.


Lookup Fields 

You can find an invoice based on several criteria: Vendor/Merchant Name/Number and/or PO Number.  When you are done entering your criteria, click the Search button.


  1. Vendor/Merchant Name/Number – Type the vendor name, number, or merchant name into this field.  As you type into this field, the closest matches will appear.  You can then continue to type or click a selection.  Alternatively, you can click the drop-down and select a vendor from the list.
  2. PO Number – If you know the purchase order number you are trying to find, type the putchase order number into this field.


 


Export All Data 

You have the ability to export the data in the PO Lookup to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the PO Lookup by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the PO Lookup grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Adjustments – This is the total amount of adjustments of the purchase order.
  2. Date – This is the date of the purchase order.
  3. Invoice Total – This is the total amount of invoices used to pay off the purchase order. 
  4. Open Amount – This is the open amount of the purchase order.  This is derived by taking the PO PO No – This is the number of the purchase order.
  5. PO Total – This is the total amount of the purchase order.
  6. POType – This is type of purchase order.  There are two options: regular or blanket.
  7. Print – This will provide you with the ability to print an actual purchase order to provide to the vendor.
  8. Total minus the Invoice Total plus/minus the Adjustments.
  9. Vendor Number – This is the number of the vendor assigned by the system.
  10. Vendor Name – This is the name of the vendor.








Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “2/2/2019” in the Date filter, only those purchase orders dated “2/2/2019” will appear.  No wildcards are necessary.   


 


Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field



Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.  

  






















The following is the information that will appear in the drill-down based on what hyperlink you click:


  1. Open Amount – Clicking on the Open Amount will show details for that purchase order.  The details include description, account number, amount, and more.  You will only see those accounts listed that you have been granted access to.  You can scroll down to see what specfic invoices were used to pay off the purchase order.   


 

  1. Print – Clicking the Print hyperlink will print a copy of the actual purchase order.  Please note, this form may not be the same as the form that was printed from Accounts Payable.


Accounts Receivable 


The Accounts Receivable menu provides you with the ability to view customer transactions and invoices outstanding to your organization by billing category.  If some of these options are not listed in the Accounts Receivable menu, the administrator has not given rights to view these.

Customer Lookup

The Customer Lookup provides you with the ability to lookup a customer to view billing and payment history and see what invoices are outstanding.  To access the Customer Lookup, move your mouse to the left so that the menu slides out and select Accounts Receivable | Customer Lookup.




The following lists the capabilities of the Customer Lookup.


Lookup Fields 

You can find a customer based on Customer Name/Number.  In addition, you can choose to see only those invoices that are open or outstanding.  After selecting a customer, the grid will provide you with the transactions.


  1. Customer Name/Number – Type the customer name or number into this field.  As you type into this field, the closest matches will appear.  You can then continue to type or click a selection.  Alternatively, you can click the drop-down and select a customer from the list.
  2. Only Show Open Amounts – Check this box if you would like to only see those invoices that are outanding for that customer. 


 


Export All Data 

You have the ability to export the data in the Customer Lookup to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Customer Lookup by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Customer Lookup grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Amount – This is the amount of the transaction.
  2. Applied Amount – This is the amount that has been applied to another transaction.
  3. Balance – This is the balance due from the customer after the transaction.
  4. Category – This defines what type of transaction it is.
  5. Category Code – This is the code of the category used as assigned by the system.
  6. Cust No – This is number of the customer.
  7. Cust Name – This is name of the customer.
  8. Date – This is the date of the transaction.  
  9. Description – This is the description of the invoice or payment.
  10. Due Date – This is the due date of the invoice.
  11. ReferenceNumber – This is the invoice number or other reference number assigned by the system.
  12. Type – This is the type of the transaction.  Types include Invoice, Payment, Credit Memo, and more.
  13. Unpaid – This is the amount of the invoice that is unpaid.










Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “rec” in the Category filter, only those invoices with “rec” in it will appear.  No wildcards are necessary.  The system will search through every part of the Category in this example.  


 


Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field



Category Lookup


The Category Lookup provides you with the ability to lookup what customers have outstanding invoices for a specific billing category.  To access the Category Lookup, move your mouse to the left so that the menu slides out and select Accounts Receivable | Category Lookup.




The following lists the capabilities of the Category Lookup.


Lookup Fields 

You can view outstanding invoices for a specific category by using the Category drop-down.  In addition, you can choose to see only those invoices that are past due.  After selecting a category, the grid will provide you with the transactions.


  1. Category – Type the category name into this field.  As you type into this field, the closest matches will appear.  You can then continue to type or click a selection.  Alternatively, you can click the drop-down and select a customer from the list.
  2. Only Show Past Due Amounts – Check this box if you would like to only see those invoices that are past due on payment. 




Export All Data 

You have the ability to export the data in the Category Lookup to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Categroy Lookup by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Categroy Lookup grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Amount – This is the amount of the transaction.
  2. Applied Amount – This is the amount that has been applied to another transaction.
  3. Category – This defines what type of transaction it is.
  4. Category Code – This is the code of the category used as assigned by the system.
  5. Cust Number – This is number of the customer.
  6. Customer Name – This is name of the customer.
  7. Date – This is the date of the transaction.  
  8. Description – This is the description of the invoice or payment.
  9. Due Date – This is the due date of the invoice.
  10. ReferenceNumber – This is the invoice number or other reference number assigned by the system.
  11. Type – This is the type of the transaction.  Types include Invoice, Payment, Credit Memo, and more.
  12. Unpaid – This is the amount of the invoice that is unpaid.


Expand/Collapse Button 

When you select a Category, a list of customers with invoices outstanding for that category will appear.  You can click the Expand/Collapse button to expand the gird so that you see each outstanding invoice rather than just the name of the customer.  You can also expand or collapse an individual customer by clicking on the right-pointing arrow to the left of the customer name.           


 







Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “ron” in the Customer Name filter, only those customers with “ron” in it will appear.  No wildcards are necessary.  The system will search through every part of the Customer in this example.  


 


Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field



Payroll


The Payroll menu provides you with the ability to view employee pay, benefits, overtime, leave balances and more.  If some of these options are not listed in the Payroll menu, the administrator has not given rights to view these.

Employee List


The Employee List provides you with the ability to see wages, overtime, expenses, and benefits for the employees you have access to.  To access the Employee List, move your mouse to the left so that the menu slides out and select Payroll | Employee List.




The following lists the capabilities of the Employee List.


Lookup Fields 

You can filter the employees that appear in the grid by DepartmentJob PositionStatus, and/or Employee Type.  In addition, you can choose to see Terminated Employees and view information for the Current YearPrior Year, or for a date range.  When you are done entering your criteria, click the Search button.


  1. Department – You can select a department from the drop-down.  This is useful if you are in-charge of more than one department.  Otherwise, all employees for all departments assigned to you will appear in the grid.                        


  1. Job Position – You can select a particular job position from the drop-down.  Once selected, only those employees will appear in the grid.  


  1. Status – You can select a status from the drop-down.  Examples of status include full-time, part-time, temporary, and more.  Once selected, only those employees will appear in the grid.  


  1. Employee Type – You can select an employee type from the drop-down.  Examples of employee teypes include hourly, salary, and more.  Once selected, only those employees will appear in the grid.  


  1. Show Terminated – Check this box if you would like to see employees that are no longer with your organization in the grid.  


  1. Date – You have the ability to change what wages, benefits, etc. that you see in the grid.  There are three (3) options: Current YearPrior Year, or date range.  If you would like to use a date range, click on the drop-down to select a Start Check Issue Date and an End Check Issue Date.




Export All Data 

You have the ability to export the data in the Employee List to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.




Column Chooser 

You have the ability to customize the Customer List by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Employee List grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Department – This is the department the employee is associated with.
  2. Emp No – This is the number of the employee as assigned in the system.
  3. Employee Name – This is the name of the employee.
  4. Job Position – This is the current position held by the employee with the organization.
  5. Status – This is the employment status of the employee (e.g. full-time, part-time).
  6. Type – This is the employment type of the employee (e.g. hourly, salary)
  7. YTDGross – This is the total wages paid to the employee.
  8. YTDOvertime – This is the total overtime paid to the employee.
  9. YTDExpenses – This is the total expenses paid to the employee.
  10. YTDBenefits - This is the total benefits paid by the employer on behalf of the employee.


Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “gordon” in the Employee Name filter, only those employees with “Gordon” will appear.  No wildcards are necessary.  The system will search through every part of the Employee Name in this example.  




 







Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  


                           

Filtering options for Text field            Filtering options for Number field


Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.  



 





The following is the information that will appear in the drill-down based on what hyperlink you click:


YTDGross – Clicking on the YTDGross will show more detail about that employee.  Details include hourly rate, anniversary date, hire date, and more.  In addition, in the grid you will see check number, hours, and gross pay for each pay period.  You can click on any check number to see more details about that check.  



















You also have the ability to see what has been paid to an employee By Pay Code rather than By Pay Period. To do this, click on the By Pay Code tab.  You will then see a list of pay codes, their title, hours, and amount paid. 




Graphs 

By clicking on any employee in the grid, two graphs will generate: Employee Wages and Employee Wage Distribution.  


The Employee Wages graph will show how an employee has been paid over time broken down by gross, overtime, expenses, and benefits.  You can click on the exporting/pringtin button   for options to print or save the graph.





The Employee Wages Distribution graph will show a pie chart breaking down how much an employee’s pay is gross, overtime, expenses, or benefits.  You can click on the exporting/printing button   for options to print or save the graph.



 


Overtime Analysis


The Overtime Analysis provides you with the ability to see total overtime paid for the employees you have access to.  To access the Employee List, move your mouse to the left so that the menu slides out and select Payroll | Employee List.




The following lists the capabilities of the Overtime Analysis.


Lookup Fields 

You can filter the employees that appear in the grid by Department and Pay Code.  In addition, you can view overtime for a Check Issue Date or for a Date Range.  When you are done entering your criteria, click the Search button.


  1. Department – You can select a department from the drop-down.  This is useful if you are in-charge of more than one department.  Otherwise, all employees for all departments assigned to you will appear in the grid.                        


  1. Pay Code – You can select a particular overtime pay code from the drop-down.  For example, if you only want to see how much has been paid in doube-time, you can select that pay code from the drop-down.  Once selected, only those employees will appear in the grid.  


  1. Date – You have the ability to see how much overtime has been paid for a Check Issue Date or for a Date Range.  To view a specific check date, click the Check Date radio button and select a date from the drop-down.  


To view a date range, click the Date Range radio button and enter a Start Check Issue Date and an End Check Issue Date




Export All Data 

You have the ability to export the data in the Overtime Analysis to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.



Column Chooser 

You have the ability to customize the Overtime Analysis by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Overtime Analysis grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Amount – This is the total overtime paid to the employee.
  2. Department – This is the department the employee is associated with.
  3. Emp No – This is the number of the employee as assigned in the system.
  4. Employee Name – This is the name of the employee.
  5. Hours – This is the total hours of overtime paid to the employee.








Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “gordon” in the Employee Name filter, only those employees with “Gordon” will appear.  No wildcards are necessary.  The system will search through every part of the Employee Name in this example.   


Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field






Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.                        

 

The following is the information that will appear in the drill-down based on what hyperlink you click:


Hours and Amount – Clicking on either the Hours or the Amount will show more detail about the overtime paid to that employee.  Details include pay code, check issue date, hours, and amount paid.  






Graphs 

A bar graph will generate showing how much overtime has been paid over time if you using a Date Range.  This graph will show a separate bar for each department.  




In addition, you have the ability to drill-down from the graph itself by clicking on any bar.  By clicking on a bar, a pop-up will appear showing you the pay code, check issue date, hours, and amount for each employee that makes-up that bar in the graph.  


You can click on the exporting/printing button   for options to print or save the graph.  












Leave Time 


Leave Time provides you with the ability to see leave for the employees you have access to.  To access Leave Time, move your mouse to the left so that the menu slides out and select Payroll | Employee List.




The following lists the capabilities of Leave Time.


Lookup Fields 

You can filter the employees that appear in the grid by Department and Leave Time.  In addition, you can view leave time for the Current YearPrior Year, or for a Date Range.  When you are done entering your criteria, click the Search button.


  1. Department – You can select a department from the drop-down.  This is useful if you are in-charge of more than one department.  Otherwise, all employees for all departments assigned to you will appear in the grid.                        


  1. Leave Time – You can select a particular leave time pay code from the drop-down.  For example, if you only want to see how much sick leave employees have, you can select that leave time pay code from the drop-down.  Once selected, only those employees will appear in the grid.  




  1. Date – You have the ability to see how much leave employees have for the Current YearPrior Year, or for a Date Range.  To view leave balances for any of these, click the appropriate radio button.  If you select the Date Range radio button, you will need to enter a Start Check Issue Date and an End Check Issue Date




Export All Data 

You have the ability to export the data in the Leave Time grid to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Leave Time grid by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Leave Time grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Beginning – This is the beginning balance for the date range specified.
  2. EmployeeID – This is the id assigned by the system for that employee.
  3. Emp No – This is the number of the employee as assigned in the system.
  4. Employee Name – This is the name of the employee.
  5. Department – This is the department the employee is associated with.
  6. DepartmentID – This is the id assigned by the system for that department.
  7. Earned – This is the amount of leave earned for the date range specified.  
  8. Email – This is the employee’s email address.
  9. Ending – This is the ending balance for the ending date range specified.
  10. Leave Rate – This is the title of the leave (e.g. vacation, sick).
  11. LeaveRateID – This is the id assigned by the system for that leave rate.
  12. PayCode – This is the pay code as assigned within payroll.
  13. PC Title – This is the pay code’s title.
  14. Rate – This is the employee’s hourly rate of pay.
  15. Used – This is the amount of leave used for the date range specified.  

Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “gordon” in the Employee Name filter, only those employees with “Gordon” will appear.  No wildcards are necessary.  The system will search through every part of the Employee Name in this example.      




 

Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field

Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.  

 

The following is the information that will appear in the drill-down based on what hyperlink you click:


Employee Name and Used – Clicking on either the Employee Name or the Used will show more detail about the leave hours for that employee by pay period.  Details include pay period date, pay code title, earned, used, and ending.   




You do have the ability to send this summary to the employee by clicking the Send button at the top of the drill-down screen.

Pay Period Analysis


The Pay Period Analysis Time provides you with the ability to see employee pay charged to the accounts you have access to by pay period or date range.  To access the Pay Period Analysis, move your mouse to the left so that the menu slides out and select Payroll | Pay Period Analysis.




The following lists the capabilities of the Pay Period Analysis.


Lookup Fields 

You can view information for a specific Pay Period or for a Date Range.  When you are done entering your criteria, click the Search button.


  1. Date – You have the ability to specify the Pay Period or Pay Period End Date Range.  To view a specific pay period or date range, click the appropriate radio button.  If you select the Pay Period radio button, you will need to select a pay period end date from the drop-down.  If you select the Pay Period End Date Range  from the enter a Start Check Issue Date and an End Check Issue Date




Export All Data 

You have the ability to export the data in the Pay Period Analysis grid to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Pay Period Analysis grid by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Pay Period Analysis grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Acct Hdr – This is the group the account belongs to.  Normally, the group is the Department name.
  2. AccountID – This is the reference number of the account behind the scenes in the software.
  3. Acct No – This is the formatted account number.  
  4. Account No – This is the unformatted account number.  This will have the same number as the default Account No in the grid but it will not contain any dashes or periods that format your account numbers.
  5. Benefits - This is the total benefits charged to the account number.
  6. Expense – This is the total expenses charged to the account number.
  7. Gross Regular – This is the total wages charged to the account number.
  8. Gross Overtime – This is the total overtime charged to the account number.
  9. Gross Misc – This is the total miscellaneous wages charged to the account number.
  10. Title – This is the title given to the account within the General Ledger.  
  11. Total – This is the total charged to the account number.





Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “sal” in the Title filter, only those accounts with “sal” will appear.  No wildcards are necessary.  The system will search through every part of the Title in this example.      



 Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  


                           

Filtering options for Text field            Filtering options for Number field

Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.  



 

The following is the information that will appear in the drill-down based on what hyperlink you click:


Gross Regular – Clicking on Gross Regular will show all regular wages charged to this account.  The drill-down will show Employee, pay code, hours, rate, amount, and more.   




Gross Overtime – Clicking on Gross Overtime will show all ovetime wages charged to this account.  The drill-down will show Employee, pay code, hours, rate, amount, and more.




Expenses– Clicking on Expenses will show all employee expenses, like mileage, charged to this account.  The drill-down will show Employee, pay code, hours, rate, amount, and more.   






Benefits – Clicking on Benefits will show all employee benefits charged to this account.  The drill-down will show Employee, pay code, amount, and more.   
























Utility Management


From the Utility Management menu, you can lookup limited customer information.

Customer Lookup


The Customer Lookup provides you with the ability to lookup utility customers to view billing and payment history along with consumption.  To access the Customer Lookup, move your mouse to the left so that the menu slides out and select Utility Management | Customer Lookup.




The following lists the capabilities of the Customer Lookup.


Lookup Fields 

You can find a customer based on several criteria: Customer Name/Number and/or Service Address.  In addition, you can choose to see terminated customers.  When you are done entering your criteria, click the Search button.


  1. Customer Name/Number – Type the customer name or number into this field.  As you type into this field, the closest matches will appear.  You can then continue to type or click a selection.  Alternatively, you can click the drop-down and select a customer from the list.
  2. Service Address – Type the service address into this field.  As you type into this field, the closest match will appear.  You can then continue to type or click a selection.  You have the ability to start typing the street name and it will show all addresses on that street for you to select.
  3. Show Terminated? – Check this box if you would like to see customers that are no longer active.  


 


Export All Data 

You have the ability to export the data in the Customer Lookup to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Customer Lookup by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Customer Lookup grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Cust Address 1 – This is the mailing address 1 of the customer.
  2. Cust Address 2 – This is the mailing address 2 of the customer.
  3. Cust City – This is the city of where the utility bill is mailed.
  4. Cust Name – This is name of the customer.
  5. Cust No – This is number of the customer.
  6. Cust State – This is the state of where the utility bill is mailed.
  7. Cust Tele 1 – This is the telephone number for the customer.
  8. Cust Zip – This is the zip code of where the utility bill is mailed.
  9. Final Bill Date – If the customer has been terminated, this is the final bill date.
  10. Landlord Name – If the service address is a tenant property, this is the landlord that owns the property.
  11. Landlord Phone - If the service address is a tenant property, this is the landlord’s phone number.
  12. Latitude – This is the latitude of the service address.
  13. ParcelID – This is the parcel number for the service address.
  14. Service Address – This is the service address of the customer.
  15. Service City – This is the city of the service address.
  16. Service State – This is the state of the service address.
  17. Service Zip – This is the zip code of the service address.


Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “pali” in the Service Address filter, only those service addresses with “pali” in it will appear.  No wildcards are necessary.  The system will search through every part of the Service Address in this example.  


 











Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field























Drill-Down 

Fields within the grid that appear in a blue or red font are hyperlinks.  These hyperlinks will allow you to drill-down to get more information.  Depending upon what hyperlink you click on, the information provided in the drill-down will vary.  


  


The following is the information that will appear in the drill-down based on what hyperlink you click:


  1. Cust No – Clicking on the Customer Number will show billing and payment details for that customer.  The details include date, type of transaction, service, quantity billed, amount, and more.   



Graphs 

If you click on a customer in the grid, a Consumption trend graph will generate showing how much consumption has been used by the customer over the past two (2) years by service.    




You can remove services from the graph by clicking on any service name in the legend.


In addition, clicking the check box next to any customer or customers will place pins ona a Google map. 



You can click on the exporting/printing button   for options to print or save the graph.  


Police Customer Lookup


The Police Customer Lookup provides you with the ability to lookup basic information related to utility customers.  This view was meant for dispatch to simply view who the active resident is at a service address along with their telephone number and other information.  To access the Police Customer Lookup, move your mouse to the left so that the menu slides out and select Utility Management | Police Customer Lookup.




The following lists the capabilities of the Police Customer Lookup.


Lookup Fields 

You can find a customer based on Customer Name/Number.  When you are done entering your criteria, click the Search button.


  1. Customer Name/Number – Type the customer name or number into this field.  As you type into this field, the closest matches will appear.  You can then continue to type or click a selection.  Alternatively, you can click the drop-down and select a customer from the list.




Export All Data 

You have the ability to export the data in the Police Customer Lookup to Excel.  Simply, click the Export button found on the right side of the screen.  Depending upon what browser you are using, you may have a couple more steps to follow to export the data into Excel.


Column Chooser 

You have the ability to customize the Customer Lookup by adding or removing columns from the data grid.  Simply, click the Column Chooser button found on the right side of the screen.  A pop-up will appear providing you with a list of additional columns that can be added to the grid.  Add a column by clicking and dragging it into the appropriate place in the Customer Lookup grid.  Alternatively, you can remove a column by clicking and dragging the column from the grid back into the Column Chooser list.  The following are the columns available and a brief description of each:  


  1. Cust Address 1 – This is the mailing address 1 of the customer.
  2. Cust Address 2 – This is the mailing address 2 of the customer.
  3. Cust City – This is the city of where the utility bill is mailed.
  4. Cust Name – This is name of the customer.
  5. Cust State – This is the state of where the utility bill is mailed.
  6. Cust Tele 1 – This is the telephone number for the customer.
  7. Cust Zip – This is the zip code of where the utility bill is mailed.
  8. Land Address 1 – If the service address is a tenant property, this is the landlord’s address.
  9. Land Address 2 – If the service address is a tenant property, this is the landlord’s address.
  10. Land City – If the service address is a tenant property, this is the landlord’s city.
  11. Land State – If the service address is a tenant property, this is the landlord’s state.
  12. Land Zip – If the service address is a tenant property, this is the landlord’s zip.
  13. Landlord – If the service address is a tenant property, this is the landlord that owns the property.
  14. Landlord Tele – If the service address is a tenant property, this is the landlord’s phone number.
  15. Notes – This will show any notes associated with the service location.
  16. ParcelID – This is the parcel number for the service address.
  17. Service Address – This is the service address of the customer.
  18. Service City – This is the city of the service address.
  19. Service State – This is the state of the service address.
  20. Service Zip – This is the zip code of the service address.


Filtering 

You can filter the grid by typing in the space below the column headings.   As you type, the grid will filter to only show what matches.  For example, if you type “pali” in the Service Address filter, only those service addresses with “pali” in it will appear.  No wildcards are necessary.  The system will search through every part of the Service Address in this example.  


 


Additional filtering capabilities exist depending upon the type of column that it is.  You can access these additional capabilities by hovering over the magnifying glass at the top of any column.  

                           

Filtering options for Text field            Filtering options for Number field

Graphs 

If you click on the check box next to any customer or customers, a pin appear on the Google map indicating the physical location of that address or addresses. 



You can click on the exporting/printing button   for options to print or save the graph.  










Other


From the Other menu, you can view reports that have been from the system and generate some of your own reports.

Folder Document Viewer 


The Folder Document Viewer provides you with the ability to view reports that someone has generated from the financial or utility billing system for you to view.  To access the Folder Viewer, move your mouse to the left so that the menu slides out and select Other | Folder Viewer.











Simply click on any report that appears in the list.  The report will then appear on the right side of the screen.






























Reports 


Reports provides you with the ability to run several preset reports.  To access the Reports, move your mouse to the left so that the menu slides out and select Other | Reports.




Available Reports


Click on the Select a report category drop-down to see a list of reports available.  











In the Reports menu you can run several different preset reports.  




If some reports do not appear, you have not been granted access to the report(s).  The following is a list of reports available:


  1. Budget/Actual – This report will show account number, account title, year-to-date, budget, variance, and percent variance for the period selected.  This report will only provide you with the accounts that you have been granted access.  


To select a month/period, click on Criteria at the top.  




Then select a Period End Date from the drop-down.   



Click anywhere to the left to close the Criteria screen.  Then, click Generate.




  1. GL Detail – This report will show you the detail transactions that have been recorded to the accounts you have been granted access to.  Details such as date, reference number, journal code, description, amount, and more will appear.


To select a month/period, click on Criteria at the top.  




Then select a Period End Date from the drop-down.   




Click to the left to close the Criteria screen.  Then, click Generate.










Report Options


After a report is generated, you have several options as follows:


  1. First Page Scroll – You can scroll to the first page by clicking on First Page. 
  2. Last Page Scroll – You can scroll to the last page by cliing on Last Page.  
  3. Previous Page – You can move back one page by clicking Previous.  
  4. Next Page – You can move forward one page by clicking Next 
  5. Page Number – You can go directly to a page by entering or selecting a page number. 
  6. Multiple Pages – You can view multiple pages at one time by clicking the Toggle Multipage Mode button. 
  7. Zoom – You can zoom in or out to adjust the viewing size of the report image by clicking the Zoom out or Zoom In buttons. 
  8. Print – You can print the report by clicking the Print button.  This will let you select your printer and adjust your print settings. 
  9. Print Page – You can print only the current page of a report by clicking the Print Page button.   You are still able to select your printer and adjust print settings. 
  10. Export To – You can save the report in different formats by clicking the Export To button.  After you click the button you have the ability to select the file format as one of the following:  PDF, XLS, XLSX, RTF, DOCX, MHT, HTML, Text, CSV or Image file. 
  11. Search – You can search for data within a report by clicking the Search button.   
  12. Full Screen – You can switch to a full screen view of the report by clicking Full Screen.   You can press Esc on your keybaord to return to the normal site view. 




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