Webinar: Connect Utility Management - Training Webinars (2025.02) (3674)

Webinar: Connect Utility Management - Training Webinars (2025.02) (3674)

Version: 2025.05

Summary: Learn how to use Utility Management and complete the tasks in the steps checklist. 

Balancing:

  • Balance UM and CR webinar [MP4]
  • Cash Receipting - Update payments [MP4]
  • Cash Receipting - Update payments and using the unposted GL report [MP4]
  • Cash Receipting - Update to General Ledger [MP4]
  • Run Checkout [MP4]

Closing period/cycle: 

  • Close period end cycle [MP4]

Customers

  • Calculate automatic billings [MP4]
  • Calculate penalty billings [MP4]
  • Delete inactive customers [MP4]
  • Disconnect and reconnect services [MP4]

Meters

  • Enter meter readings [MP4]
  • Monthly meter reading reports [MP4]

Payments

  • Enter payment adjustments [MP4]
  • Import adjustments [MP4]
  • Set up loans [MP4]

Work orders and service orders

  • Create a service order [MP4]

Troubleshooting

  • Run Checkout [MP4]

 

 

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Published: 2025Feb21

Author: UM Team