How_do_I_set_up_interfaces_

How do I set up interfaces?

Turn on/off interfaces to applications.

Configure the Connect Utility Management application to retrieve account information from an interfaced application or update information to an interfaced application.

Webinar: Setting interfaces 

 

 Setting up General Ledger Interface

1. Open Connect Utility Management > Organization > Organization > Interfaces tab.

2. Click to select the General Ledger tab.

3. Select the Interface.

How do you want to interface to the application?

  • I want to use Caselle Connect to interface to Connect Utility Management. Select Caselle 4.x. Use this option to update values to the interfaced application and look up account numbers.

  • I want to use a non-Caselle application to interface to Connect Utility Management. Select Other. This option is only available for General Ledger.

  • I do not want to interface to Connect Utility Management. Select None.

4. Select the Update Method.

Use accrual if revenues and expenses are recorded at the time they are earned or incurred. Use cash if transactions are recorded and revenues and expenses are recognized only when cash is received is paid.

5. Set up the checkbox titled Update Payments.

Use update payments to update adjustments and deposits applied but not payments.

6. Click Save (CTRL+S).

The General Ledger Interface to Utility Management is set up and saved.

 

Setting up Bill Provider Interface

1. Open Connect Utility Management > Organization > Organization > Interfaces tab.

2. Click to select the Bill Provider tab.

3. Select the Interface.

4. Enter a User Name.

If you do not know the user name or password, contact the bill provider interface.

5. Enter a Password.

6. Click Save (CTRL+S).

The Bill Provider Interface to Utility Management is set up and saved.

 

Setting up Prepaid Metering Interface

1. Open Connect Utility Management > Organization > Organization > Interfaces tab.

2. Click to select the Prepaid Metering tab.

3. Select the Interface.

4. Enter a User Name.

If you do not know the user name or password, contact the prepaid metering interface.

5. Enter a Password.

6. Click Save (CTRL+S).

The Prepaid Metering Interface to Utility Management is set up and saved.

 

 

 

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