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There are several options when printing Tickler reports. Print Tickler reports based on Customer # , a Date Entered range, Tank Serial # , or Tickler Type . To print a Tickler report, select Tickler from the Main Menu . Enter the criter...
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Ticklers are notes that can be attached to a customer account and also tied to a specific tank. There are multiple Tickler types that can be tied to an account: Collections , Driver , Memo , Repair , LPG Safety , and Service . Once the Tickl...
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Although Meter Billing is not located in the Sales Entry menu, it is still considered a part of the posting process.
Enter Meter Readings
From the Master Menu, select Meter Menu .
Choose Reading Entry .
On the Meter...
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The information in Split Bills is to be maintained in the primary tank holder's Maintenance screen.
Select Split Bills .
Enter the primary tank holder's account number and press Tab .
Enter the Pcnt .
Select the next ...
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Recurring Billing enables a fixed fee to be automatically charged to a customer’s account on a regular schedule—whether monthly, quarterly, semi-annually, or annually—for services like meter reading, monitor fees, or appliance maintenance contract...
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This is to be processed when Duty to Warn documentation is mailed to customer accounts.
From the Main Menu of Energy Force, navigate to Supervisor / Process / Utility Menu .
Select Safety Date Update .
Enter the Division (or...
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Posting Passwords
A posting password gives the ability to re-enter a sales, payment, or void journal to add additional items throughout the day. Some exceptions to adding additional items include:
If the sales journal has been ...
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Use Route Reports to print route scheduling reports/lists for customers found at Main Menu / Route Scheduling . Each report has an explanation at the bottom to indicate what the report will contain. For more information see Management Reports ...
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Optionally change a selected customer’s division which is the unique identifier for a location responsible for inventory, customers, and finances.
A customer’s division would need to be changed if the customer was entered into the wrong divis...
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The Message Board is designed to allow sharing of information with regard to Energy Force and Re-Engineered EnergyTrack. Create messages used by the office or send these messages to the handheld units (Toughbook users only) for the drivers. Press...