What is required for a service to qualify for a reading in the Utility Billing Software.

Qualify to get a Reading

To create a reading / billing file the system looks at 3 main fields in the Service to decide whether to include it or not.

1. Status. The Account level status must be Active and the Service level status must be Active or Suspend

2. The Route and Sequence must be entered so the system can put the reading file in the correct walking order.

3. Cycle. The Cycle must match on all the accounts you are trying to pull out into your reading file. The cycle on each level must be spelled exactly the same, Month and month are not the same to a computer.

Reasons for Automatic Status Changes within the Utility Billing Software.

Automatic Status Changes

There are a few situations where the system will automatically change the status of your services and account from ACTIVE. The factors that need to have attention paid to them are on the service level and need to be corrected before the billing file is created

1. If, on the service detail screen, the date Final field value is less than the Period Start date, upon generation of the billing file, the property status will change to CLOSE.

2. If, the property alert 3 or Move In value is greater than the period end date then the status will change to HOLD.

3. If, the property alert 3 or Move In value is in between the period start and end dates the status will change to ACTIVE.

Note: The Move In Update Services Button (above right image, Just below the Apply Deposit button), when pushed will change the status to Active and clear the Date Final Field.