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Accounts Receivable

Accounts Receivable

Getting a message that a workstation is still in session, even though I have shut it down completely and restarted.

Shutting down a computer will not clear out an error. It is committed to memory. You must use that session...

How do I run a report to show me all customers on w/call?

DAILY MENU> CUSTOMER STATUS REPORT (under posting) and include delivery code “W”

How do you change the wrong truck numbers on the driver’s tickets?

You cannot change truck numbers on tickets that have been posted. Leave as is. If they have not been posted,...

How many price classes are allowed per product code

Nine (9) per product code. Base Price (blank or 00000) Price Class 00001 – 00009 And then...

How much history does the forecasting system use and can we restrict how far back it goes?

The FORECASTING begins when an actual delivery is made on the account. The system will require 3 – 5 deliveries before it...

How to add a new driver.

There are two places to add a new driver for data entry. Daily Menu Open up the Control Page. Pull...

How to add or delete a user in Suburban.

Please be aware the security setup is IMMEDIATE and Suburban Software does NOT keep up with any user names or...

How to cancel fuel charge/fee on the tablet/truck.

If you exported the data to the trucks after the fees were set up, it should show up. It will...

How to change a 3 line address to a 4 line address

To change an address from 3 lines to 4 go into the update on the account. Click on the directions...

How to change a Master Account

Click on Customer Master FIle and enter in the search criteria for the account you are looking for: Double click...

How to change a page number on file.

Go to Gas Menu > Maintenance Menu > Miscellaneous Procedures > Change the Page # Of A WS File Enter...

How to change Fuel Charge fee.

Go to UTILITY MENU> REGULATORY FEE SETUP on the left Then on this screen enter your fuel delivery product code...

How to change prices individually.

Go to UTILITY MENU> PRICE CHANGES INDIVIDUAL SET BASE PRICE by PRODUCT CODE – NO CLASS # This is the...

How to change the initials of the person entering a memo in a customer’s file

Sign out of Suburban on that workstation. Then login with the name of the person entering the memo:

How to change the rent settings for Budget Billing.

On the Utility Menu, click on Supervisor file: Click on Company Settings Tab > Unprotect Fields. Then change {NO} to...

How to charge Tank Monitor Fees

Enter Product Code for Tank Monitor Rental Fee Enter in monitor serial # in the tank file under E- EQUIPMENT...

How To Deactivate An Account

To deactivate account, the account must: 1. Have a zero balance 2. Have no tanks or meters assigned to it...

How to Delete a Master Billing Account.

When you pull up the sub-account and click UPDATE, DOUBLE CLICK the MBA ACCT # field on the bottom right...

How to delete a product code

Go into the Utility Menu and choose Product Code File: Pull up the Product Code. For a list of product...

How to export a single customer ledger.

Open up Customer Account through Customer Inquiry and click on Write Ledger On the Print Ledger Card screen enter the...

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