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Accounts Receivable

Adding more than one email address to a customer’s account.

On the Daily Menu click on Customer Master File: Enter in the search criteria, ie. last name, account number, etc. Click...

Billing/ Printing Statements

Charge Automatic Rent: Automatic Tank Rent Charge Screen Options: Company Identification Code: Enter the appropriate 3 character company identification code. ...

Can we open a new month and put a deposit in, before we close the previous month?

You can key the payments in and balance but you can not transfer or post them..If you do then they...

Can you add a link to an email postcard that will take the customer to the web portal so they can order gas?

Open Utility Menu > Ebilling Setup > Postcard settings. The postcard itself will be in just basic format: Make sure...

Can you add a logo or graphic to an emailed postcard?

You can attach up to 2 flyers to the postcard where you could do the advertisement with your logo and...

Can you export the Gain/Loss report into Excel?

At this time, there is no option to export the Gain/ Loss report to Excel.

Can you set up an email Will Call postcard?

Postcards work with E-Billing as long as you have the accounts set with the proper setting on the customer’s account...

Conflict Notice: Masterfile is in use at another workstation.

Go to the workstation listed in the message. Call up any customer and click update at the bottom. Click Exit...

CR page stuck in the system. The error says: Page Number does not exist in the page summary file.

Go into your control totals and call that page up and put in the totals.. Click continue and save it 

Customer Status Report as of Age

To get a list of all your customers and their existing balances, you can at any time go to the...

Customer Status Reports

The Customer Status Report is a comprehensive listing of the most important information about each active account.  It can be...

Customers that are normally a 3 for usage, suddenly change to a 5 for daily use in the spring but do not go back in the fall.

There are too many stops made during the summer.

Daily Operation

The “Daily Menu” is used to process the day-to-day information as it is received from the sales and payments. This...

Degree Day Entry:

Degree Days must be entered to the Suburban Software A/R System daily.  They may be entered as a cumulative figure...

End of Month

The monthly menu is used to perform those functions that normally occur at the end of the month. Product Code...

End of Month Customer Status Report:

All Transactions that occur during the month will print below the Aged balances in the following order: Reference number (Prefixed...

End of Month Tax Reports did not print.

You can run the previous month tax reports by going to the MONTH END Menu > PRINT TAX REPORTS and...

Errors after post

Errors will show up on the Sales Journal you print at posting time. The error code and the reason for...

Exporting Reports to Excel.

When you run either the CUSTOMER REPORT GENERATOR, TANK REPORT GENERATOR, OR TRANSACTION REPORT GENERATOR (depending on the type of...

For pricing, does the “Price Class” or “Price” take priority? In other words, if there is a particular Price Class does it automatically default to a predetermined price?

1. Pricing is set up on the Utility Menu by Product Code. 2. Prices are set up with a product...