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Last Updated: 03/09/2023
in Knowledge Base EnergyForce To update EnergyForce or access the EnergyForce release notes from within the application: Go to Help / Check for Update in EnergyForce. The Current version and the New version numbers of EnergyForce displays. Select Version Docum...
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EnergyForce BRUT 569 /Tablet Communication Log Import – Tablet Communication Log imports as expected when the counter number exceeds 999. EnergyService BRUT 531 / Mobile Service Tablet Communication Log – Mobile Ser...
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All drivers should be filling tanks by the fixed level gauge - not the float gauge. Drivers should also be making notes in the Comment section to help CSRs answer questions in the initial phone call. Q. A customer called stating a deliv...
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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...
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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 ...
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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 EnergyForce 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 Posti...
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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 th...