Tips and Tricks All Modules

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• Our Community Connect Portal Tips

  Below are some tips for managing payments and accounts on your online portal. Disable Payment Reminder Email For Autopay Customers If you do not want to send the Payment Due Message email to utility customers who have sign-up for autopay, follow ...

• Bank Reconciliation

  See attached

• Miscellaneous - Community Portal

  Learn about the Community Portal and how citizens can apply for and manage their building permits.  We will show how you can control which permits can be applied for online along with what questions need to be asked on a permit-by-permit basis.  ...

• Balancing Accounts

  See attachment

• Caselle Connect Excel Addin

  Installing Caselle Connect can be obtained via the Microsoft Office 365 App store by clicking addins and searching for Caselle Connect Or via Microsoft App Source NOTE: If you've already installed the desktop version of miExcel the Connect tab will ...