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Import Mobile Energy Deliveries and payments created by Agvance Mobile Energy are imported to create Invoices and Payments in Agvance Accounting. Fuelware Deliveries and payments created by Touchstar, a third-party in the truck software, are imp...
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Prior to using this utility, the Post FC/Late Fee Product must be selected at Energy / Setup / Preferences . This utility looks for open Memo Invoices on the Customer account. For any customer with Memo Invoices fitting the criteria entered, ...
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Overview At the end of the season, this utility at Energy / Equal Bills / Reconcile may be used reconcile accounts for Budget Billing customers, or may be used to move budget money to the customer’s Accounts Receivable account to cover open Inv...
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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...
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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...
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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 pri...
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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...
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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 display...
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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...
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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 ...