Utility customer payment management & processing is of critical importance to utility operations. In addition, the records management of payment processing is also of key importance. Previously, Utility Star Platinum would always link a payment batch (after being posted) to the person who processed the posting (the original person who created the payment batch would be updated). Able Software has now modified UTP so our customers can either continue with this process or choose to assign the original payment batch to the person who created it, regardless of who actually runs the posting.
The new rule is referred to as Payment Posting Ownership.
Here's how to access the new "Payment Posting Ownership" function:
1. Users need to update their Utility Star software to version 9.9.026 or higher.
2. Log in to UTP, Company ->Rule Management, in Payment Category select Payment -> Payment Posting Ownership then click [Edit] to edit. When the "Created" option is selected, the actual user who created the payment batch will have ownership of the payment batch, regardless of whoever posts the payment batch. When the "Posted" option is selected, the actual user who posts the payment batch will now have ownership of the payment batch, regardless of whoever created it.
3. Choose "Created" option, create and post payment batch as usual. Then go to "Company -> Payment -> Batch Manager" and click Find, to see the user name linked to that particular payment batch (regardless of whoever originally posted).
4. Choose "Posted" option, create and post payment; then go to "Company -> Payment -> Batch Manager", and click Find, to see the user name linked to that particular payment batch (regardless of whoever originally created it).
We hope you find this function useful.
Please contact Able Software if you have any questions.