Recent updates
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Profile Report
Updated onArticleMy Agency > Reports > Profile Report
The Profile Report is used to report on member profile data, such as account information, optional enrollment status, and created date and last login date/local time. This report is accessed via the Reports page in the My Agency menu.
CivicPay CivicPay Online My Agency
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UB Meter Data Export
Updated onArticleSummary
The Meter Data Export window allows users to export meter data in a format that is compatible with third-party smart metering systems that provide real-time meter reading data, such as AMI Technology. This export file includes data related to the connection, customer account and lot information.
Springbrook Cirrus Cirrus Utility Billing Meter Management
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UB Account Maintenance
Updated onArticleSummary
The Account Maintenance window is the primary window used to update and/or view any information on a Utility Billing customer account. The Account Maintenance window can be used to view the balance of a customer account, change the billing address, attach a service rate, view the meter readings, create a service request, view the transaction history on the account, or attach a comment to the customer account.
Springbrook Cirrus Cirrus Utility Billing Maintenance
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UB Allocation Billing
Updated onArticleSummary
The UB Allocation Billing system provides the tools agencies need to manage water consumption billing during weather events and drought conditions. This topic provides a brief explanation of each element used in the Allocation Billing system. Follow the links for more detailed instruction on setting up each element.
If you are interested in joining the Allocation Billing pilot program, please contact your Springbrook Account Manager.
Springbrook Cirrus Cirrus Utility Billing Utility Billing Overview
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UB Target Allocation Statement
Updated onArticleSummary
The Target Allocation Statement report is a useful tool for agencies implementing Allocation Billing. The report uses prior usage and a target allocation percent to provide the account holder with an allowed usage statement for the upcoming year.
Springbrook Cirrus Cirrus Utility Billing Reports
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PO Setup
Updated onArticleSummary
The Setup window is used to define how the Purchase Order module will function. Use the Menu Security feature (SS> Security> Menu Security) to limit access to the Setup window.
Springbrook Cirrus Cirrus Purchase Orders Utilities
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PO Display Purchase Orders
Updated onArticleSummary
The Purchase Orders window is used to view the purchase orders created in the Purchase Orders process (PO> Purchase Orders). This window allows you to open purchase orders and view all of the line items attached. You can generate a filtered list of purchase orders using Purchase Order List Report (PO> Reports> Purchase Order List).
If you would like to modify a purchase order, use the Change Order process (PO> Change Order). If you would like to create a new purchase order, use the Purchase Orders process (PO> Purchase Orders).
Springbrook Cirrus Cirrus Purchase Orders Display
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CR Enter A Receipt
Updated onArticleSummary
The Cash Entry window is used to enter payments on customer accounts, generate charges using Cash Receipts module type codes or category codes and create cash deposits on UB customer accounts. This document will cover entering a payment.
Payments can be received in the Cash Receipts module for charges generated in any of the other modules. For example, the Cash Receipts module is used to receive payments on Utility Billing customer accounts. Payments are entered into the Cash Entry window, which can be accessed through CR> Cash Receipts> Receipts> Add Receipt, or through CR> Cash Receipts> Cash Entry. Depending on how security is set up in the Cash Receipts module, the Receipts option may not be available on the Cash Receipts palette.
The Cash Entry window allows you to enter payments on all accounts attached to a customer record. For example, if a customer has UB customer accounts 000001-001, 000001-002 and 000001-003, the balance on all of those accounts can be paid on a single receipt. This also applies to accounts in other modules. For example, if a customer has multiple UB and AR module accounts, the balance on all of those accounts can be paid on a single receipt.
The Cash Entry window can also be used to enter payments on multiple customers. For example, if a customer would like to pay the balance on their own UB account and a UB account that is not in their name, you can use the Cash Entry window to generate a single receipt that pays the balance of both accounts.
The receipts/endorsements that will print when the transaction is complete depend on how the Cash Receipts module is set up. Receipts/endorsements can be attached to payment methods, type codes and set up as defaults on the Slip Maintenance window (CR> Maintenance> Slip).
In order to create a receipt using the Cash Entry window, you must be set up as an operator in the Cash Receipts module (CR> Maintenance> Operator), the computer you are using must be set up as a CR module station (CR> Maintenance> Station) and you must be set up as an authorized operator on the station you are logged into (CR> Maintenance> Station> Authorized Operators section).
Springbrook Cirrus Cirrus Cash Receipts Cash Receipts
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CR Import Receipts
Updated onArticleSummary
The Import Receipts window is used to import payment data from CivicPay Online and third party applications through a user-configurable import file.
Springbrook Cirrus Cirrus Cash Receipts Cash Receipts
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UB Past Dues
Updated onArticleSummary
The Past Due process allows you to pull UB customer accounts into a Past Dues batch based on billing cycle, age of outstanding transactions and customer account status. Once customer accounts have been included in a Past Dues batch, penalties are assessed using an adjustment type code.
Customer accounts can be processed in more than one Past Dues batch at a time, so make sure when you are assessing penalties that if customers are being processed in another batch that they are not being double charged.
The adjustment code used to assess the late fees is a collection of fee codes. The fee codes attached to the adjustment type code determine which GL accounts will be used in the transaction and how penalty charges are assessed on the customer accounts. The fee codes on the adjustment code will also determine which customer accounts are pulled into the Past Dues batch based on the services attached to the fee codes and the minimum amount of past due balances that the fee code will apply to. If there is credit information attached to the adjustment type code, a credit history line item will be created on all customer accounts processed in the Past Dues batch. Credit history line items display in the Credit History section on the Account Master Maintenance window (UB> Maintenance> Account> Overview tab).
The entire balance of the customer accounts will only be pulled into the batch if all of the services that are attached to the customer accounts are also attached to the fee codes used to assess the penalties. Only the account balances on services that are attached to the selected Past fee codes will be pulled into the batch.
The journal entry created by the Past Dues process will debit the AR account and credit the revenue account attached to the fee code. The GL type of the adjustment type code will not affect the journal entry created by the Past Dues process.
After customer accounts have been selected and processed in the Past Dues batch, you can generate Past Due statements for the customer accounts in the batch. Past due statements are set up in UB> Utilities> Statement Maintenance.
After the Past Dues batch is committed, the past dues will display on the customer account as an adjustment line item transaction type. The amount of the adjustment line item will be the amount of the penalties assessed on the account. The adjustments will only display on the customer accounts when the batch is committed (UB> Maintenance> Account> History tab). Uncommitted Past Due transactions will not display on the accounts in the batch.
Utilities Utility Billing Past Dues