Overview The Reconciliation report is available through the Report Menu > Accounting > Payments > [Your organization's reconciliation report]. Solution If you're unable to view the report at the loc...
Overview You want to update/adjust the From Date and/or To Date for a Product Code in Rate Index Range Maintenance. Solution Open a Support ticket specifying the Product Code, the current From Date an...
Overview You want to delete/remove a date and amount entry for a Product Code that is displayed on the Rate Index Range Maintenance page. Solution Open a Support ticket with the value of the Product C...
Overview You want to update the plan name of a Product Code. Solution Open a support request mentioning: The Product Code for which the plan name needs to be changed. The updated text of the plan name...
Overview You want to insert a product into an account (or transition the account to a product). Or, you want to update one of the customer's products to a particular rate code with a rate amount. Pos...
Overview You want to confirm where the rate code PREM stems from. You also want to know how and why an account generates this rate code. Information The PREM rate code is tied to the customer level ...
Overview The Deposits tab on the CSR website may show No data to display for a few customers to some of your users. This also hinders being able to configure a bypass for the deposit during enrollment...
Overview As part of product management, you want to update the term duration of certain products. Solution Open a Support ticket with the below information: Product codes of the products that need the...
Overview You want to generate a renewal letter for a contract that ended recently on a customer account because it appears that the letter wasn't generated on that account. The customer is calling you...
Overview You want to update the utility account numbers because they were changed by mistake (eg: the leading 0 was removed). Only after this update, the usage for these accounts can be processed, whi...