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Navigate to the Tank Info screen of the primary tank holder by going to Main Menu / Customer Menu / Tank Info . Choose the tank and select Split Bill located at the bottom right. A Split Bill pop-up window will display. Press F5 in the...
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Prior to setting up a manifolded tank in Energy Force, it is recommended that a Delivery Type of Manifolded be added to the Energy Force maintenance tables to identify the secondary tanks.
To add a new Delivery Type from the ...
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Daily Checklist Review Trip Report Gallons Delivered and Gallons Meter equal Mileage is accurate Account for variance Review Journal Gallons match Trip report Gallons Deliver...
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To change the posting date a fter finished with m onth end, go to Supervisor Menu / Set Up Options and select Change Posting Date . Change the date on all Divisions to the last day of the month just completed. This will stop any postin...
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If the Department Summary and Analysis do not match: Check the void journals to ensure items were voided with the correct date. Check the sales and payment journals to see if the journal date and history items are within the same month. Compare ...
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The A/R Deposit report, found at Main Menu / Posting Menu / AR Deposit Export , provides the ability to view journals by date. The report can be exported to Excel Department totals are displayed by customer Division. The report is especially us...
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This report is for Energy Force users who have customers in multiple Divisions who wish to post payments in only one journal but want to see the breakout of dollars per Division. The report pulls up one journal at a time and is located in the Post...
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Department Summary Run the Department Summary report by going to the Month End menu for the month to date using Department 0 as the starting department number (in case there was a posting error). If the Department number was not entered in ...
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The Trip Reconciliation reports show all trips that came into Energy Force from the handhelds. Reviewing these reports can help determine if there is a missing trip or if a ticket number was skipped on the handheld that did not import. EnergyTrac...
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Ensure the meter ending one day is the same amount to start the next day. Additionally, validate the total meter gallons and total gallons delivered balance. The ending and beginning meters may not match if: the driver made a delivery without a h...