How do I check utility (UM) totals?
If the utility category is set up to update payments in real time, follow these steps to make sure all of the utility payments received in the Cash Receipting application have been posted to the Utility Management application.
Webinar: Checking if utility payments were updated to Utility Management
Check to see if the utility payments that were received in the Cash Receipting application have been posted to the Utility Management application.
Step 1. Print the receipt register for utility payments received on the payment date
Print a receipt register to verify the total for the utility payments. You can use the total on the receipt register for utility payments to verify all of the utility payments have been updated to the Utility Management application.
1. Open Connect Cash Receipting > Reports > Receipt Register.
2. Enter the payment date in the To and From boxes for the report date range.
3. Click to select the Additional Options tab.
4. Click to select the Utilities checkbox. It should be the only checkbox that is selected.
Receipt Register, Additional Options tab
5. Click Print (CTRL+P).
Step 2. Compare the Cash Receipting utility payment total to the Utility Management utility payment total
There are two options for verifying utility payment totals. You can use the Enter Payments view or print the transaction register for the Utility Management application.
Option 1. Using Enter Payments in Utility Management
1. Open Connect Utility Management > Customers > Enter Payments.
2. Change the date to match the payment date that you're verifying in the Cash Receipting application.
3. Press Enter.
The transaction grid will display the payments that have been updated on the payment date from the Cash Receipting application.
Enter Payments, Payment total posted on the payment date
4. Compare the utility payment total from the receipt register to the utility payment total in the Utility Management application.
Receipt Register by Date, Utility payment total
Are the totals the same?
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Yes, the totals are the same. The utility payments have been updated to the Utility Management application.
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No, the totals are different. You need to do a little troubleshooting to find the utility payment in the Cash Receipting application that was not updated to the Utility Management application.
Option 2. Using the transaction register in Utility Management
1. Open Connect Utility Management > Reports > Transaction Register.
2. Enter the payment date in the From and To boxes for the report date range.
3. Select Payment as the Transaction Type.
Transaction Register, Transaction types
4. Compare the utility payment total from the receipt register to the utility payment total from the transaction register for the Utility Management application.
Utility Management Transaction Register by Date, Utility payment total
Are the totals the same?
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Yes, the totals are the same. The utility payments have been updated to the Utility Management application.
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No, the totals are different. You need to do a little troubleshooting to find the utility payment in the Cash Receipting application that was not updated to the Utility Management application.
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