Utility Management
Service Orders
See Attachment
Utility Billing Reporting and Report Writer
See Attachment Drop Files to Attach
Payment Adjustments
Meter Reading
miExcel UB Import Functions
Multiple Meters
Meter Activity
Modify Existing Meters
New Delinquent List / Notices Report Definition
Energy Assistance
Utility Billing Check Out Errors
Delete Inactive Customers
Changing Customer Numbers
Reallocate Credit Service Balance
Stopping a Billing Service
Setting Equal Pay or Budget Customer
Payment Adjustments
Refunding Deposits
Associating Pending Deposits
Tracking Pending Deposits
Tax Certification Manual
Tax Certification Manual
Tax Certification Manual 2023
See attachment
Tax Cert FAQ 2023
See attachment
Modify Existing Meters, Meter Activity, Multiple Meters, miexcel UB, Meter Reading
Modify Existing Meters, Meter Activity, Multiple Meters, miexcel UB, Meter Reading
Managing Delinquents and Collections
See attachment
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 ...
Autopay - Scheduling the Next Payment
As many of you may have noticed, the Our Community Connect portal has been going through a lot of changes. Below is one recent change that is crucial for our Autopay customers. Autopay - Scheduling the Next Payment When a customer chooses to sign-up ...
Connect Utility Management User Guide
Connect Utility Management User Guide
Connect Backflow User Guide
Connect Backflow User Guide
Annual Reporting for Wisconsin Utilities
Introduction Wisconsin municipal Water, Electric, Sewer (if regulated) & Gas utilities are required to submit an Annual Report to the Public Service Commission of Wisconsin (PSC-W) on their operations for the previous calendar year. These reports ...
Usefulness of the Aging Report - Utility Billing
The Aging Report in Utility Management displays all unpaid balances and puts them into different aging "buckets" depending on how long the balances have been unpaid. There are several options you can change so that the report provides the ...
2021 Tax Certification FAQ
Attached is the Tax Certification FAQ sheet, click the attachment tab above.
Tax Certification Manual 2021
The 2021 Tax Certification Manual is attached, click the attachment tab above.
Importing Mass Utility Billing Adjustments
Importing Mass Utility Billing Adjustments Have you ever found yourself entering multiple billing adjustments throughout the month or wanting to adjust all utility accounts at once? If you answered yes to either of these questions, then you will love ...
Caselle Mobile App
Windows/Web https://casellemobileapp.web.app/ This web app can be installed by clicking the install button in your browser Android/Google Play Store Caselle - Apps on Google Play iOS/Apple Store Caselle on the App Store (apple.com)
Delinquent & Shutoff Notice Review Webinar
To watch the webinar, click here. The notes from the webinar are below. Delinquent & Shutoff Notice Review
Mobile Work Orders Video
This video will walk you through the Mobile Work Orders application that can be used with Apple iOS or Android devices. Click here to view the video.
Where do the metered usages on various utility reports come from?
Utility Management reports can pull their usage from either the Transaction record or the Meter Activity record, depending on the report. In general, these will be the same, though in some cases they can vary (for example, if adjustments were made ...
Tax Certification - Utility Balance Adjustment - Video
Utility Balance Adjustment
Tax Certification - Create Final Certification - Video
Create Final Certification
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