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Last Updated: 05/17/2024
in Professional Services
Traveling to SSI – Shelbyville 140 E. South 1st Street
Shelbyville, IL 62565 Shelbyville is located on the intersection of Routes 128 and 16 in central Illinois and is approximately 2.5 hours from the St. Louis airport, 3.5 hours south of ...
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Budget Billing Invoices are automatically marked as paid when Budget Billing Product Delivery Orders are invoiced. Accounting does not allow paid Invoices to be voided, so when an error on quantity, price, or customer occurs on a Budget Billing Inv...
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Upon logging into the payment portal a list displays of the current Amount Due , Current Balance , and Budget Due along with 30/60/90 Day Balances .
Note : If a discount is available, the discount total and paid by date will now show und...
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Customer List Menu Customer List – This gives the ability to print a customer list based on Customer Type , Delivery Type , or Price Code . Complete Information – Everything entered on the Customer screen displays for all customers. ...
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Last Updated: 10/31/2023
in Forms Please answer the following: Company Name: Full Name: Requested User Name: Role to Emulate: Energy Force Password: New User: Roles Groups: Post Modify Journals: Journal User Name & ...
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Remote Tank Monitor reads will import automatically each morning via the Auto Task schedule within Energy Force. Perform the following steps if the task does not process or the Auto Task feature is not utilized.
Navigate to Main Menu / Me...
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This feature enables the driver to review information pertaining to a customer such as Credit Limits , Tanks , Budget information, account balances, etc. Customers are listed by last name, first name, or by business name. Modifications wit...
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Pressing Tab moves through the fields.
Step 1: Tank Info
Press Ctrl+C or select Create .
In the Co Owns field, enter Y for company-owned or N for customer-owned.
If Y is entered, highli...
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Note: The Update Taxes for Fuelware option is a discontinued process. Change Price Codes Use this process if there is a Price Code that needs to be changed or updated. This can be done in a single Division or in all Divisions as well as on...
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EnergyImage allows for the ability to attach various photo types (.jpg, .tif, .png, .bmp, PDF, etc.) to customer accounts in Energy Force. To attach PDF images, Adobe Reader must be installed on the computer. File names for images and PDFs canno...