New Articles

  1. Posting Equal Bills

    Posting Equal Bills at Energy / Equal Bills / Posting creates a Memo Invoice for each selected customer. Creating a Memo Invoice does not affect the customer’s Regular Accounts Receivable account or the General Ledger. It does show on the customer...
  2. Reconciling an Equal Billing Account at End of Season

    At the end of the season, optionally reconcile Budget Billing accounts. This utility, found at Energy / Equal Bills / Reconcile, assists in transferring the balance out of Budget Billing and placing it on the Customer’s Accounts Receivable acc...
  3. Equal Billing Program

    Found at Equal Bills / Posting , this area is used to create a Budget Invoice for the tanks with the Equal Billing Info completed at File / Open / Tank Information on the Profile tab. Setup There are a few items needing a one-time setup p...
  4. Invoicing Energy Tickets

    Invoices can be created from Energy Tickets or directly from the PDO.  Invoices from Energy Tickets are processed in the Accounting module of Agvance by selecting Add at A/R / Invoice . Import Energy Tick. displays the Import Energy Ticke...
  5. Deliveries - Energy

    Print Delivery Orders Window Navigate to Energy / Deliveries / Print Delivery Orders . Select the checkbox for tanks to have Product Delivery Orders processed. Customer, Size, Serial #, Description, Region, Route – All these items displ...
  6. Product Delivery Orders

    Product Delivery Orders may be marked to invoice directly or can create Energy Tickets. Energy Tickets are imported into Invoices. Inventory is affected at invoicing. Split – The Energy Billing and Rental Billing split arrangements for th...
  7. Post Rent/Lease Invoices

    Posting Rent/Lease Invoices creates an Invoice on the customer’s Regular Accounts Receivable account using the product selected on the Rent/Lease tab of the tank. Post – This must be marked for an Invoice to be created for the Tank. Custo...
  8. Move/Transfer Tank

    Navigate to Energy / Operations/ Move/Transfer Tank . Date – Enter the date. Serial # – Double-click and select the tank to be moved or transferred. From ID – The existing customer on the tank displays. To ID – If using either the ...
  9. Maintenance Work Orders

    Work Order ID – The Work Order ID is automatically generated by the program. Directions/Notes – Information typed in this area appears when the Maintenance Work Order is printed. This information also appears in email and text messages se...
  10. Tank Information

    To add a tank to a customer, select Add at Energy / File / Open / Tank Information . Profile Split – Both splits default to 100% to the customer on the tank. The Energy Billing split is for invoicing deliveries. Any time an Energy Tic...