CIS New Functionality

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2 10 th June 2014: Direct Statement Viewing Users may go directly to a PDF Statement by selecting the menu option for Account > Go To Statement and entering the Statement ID number. If the Statement ID entered belongs to more than one Account (ie: group bill), the user must select the appropriate Account number from the dropdown list presented. Security: Account Menu Go To Statement (Menu)

3 24 th June 2014: Reconnect Fees Reconnect Fees imposed on Cutoff Accounts can be based on the day of the week, in addition to time of day. A Reconnect Fee applied when a Payment is made at 2:00 PM on Monday can be set at $25, while a Reconnect Fee applied when a Payment is made at 2:00 PM on Sunday can be set to $50. Prior to this enhancement, only time of day could be considered. This feature applies to Payments taken in CIS as well as IVR and web Payments. Coop must contact CIS Support to enable/setup.

4 8 th July 2014: Add Date/Time to Draft File Name A Date/Time stamp will be appended to the Draft file name. This helps to identify files correctly as well as removing the ability to overwrite an existing file. Configuration: DRAFTS > APPEND DATE TO NACHA FILE

5 22 nd July 2014: NSF Check Letter An Apply & button is available for users to the NSF Check Letter and No More Checks Letter to the customer from the NSF Check form when processing a returned Check. The option will only be available when the Account has the ' Account Billing Notice to Member' Attribute. The letter will be an attachment in the sent. Coop must contact CIS Support to enable/setup.

6 22 nd July 2014: Draft Removed Letter An button is available for users to the Removed from Draft Letter to the customer from the Draft setup form when removing an Account from Draft. The option will only be available when the Account has the ' Account Billing Notice to Member' Attribute. The letter will be an attachment in the sent and is specific for Credit Card removal due to a decline. Coop must contact CIS Support to enable/setup.

7 5 th September 2014: Display Charges by Account Sub Type Coops may associate Charge Codes with Account Sub Types. Once the association has been created and a user attempts to add a Charge to an Account, only the Charges associated to the Account Sub Type currently open, will appear for selection. Configuration: BILLING > RESTRICT_CHGCODE_BY_ACCT_SUBTYPE Coops must contact CIS Support to enable/setup.

8 5 th September 2014: Charge Display by Account Sub Type Once the feature is enabled, it will extend to adding Charges, Flat Charges, Adjustments, and Selling Merchandise.

9 14 th October 2014: Statement Message for Estimated Readings Clients may add an 'Estimated Meter Reading' Statement Message. Once the message has been setup, it will appear in the Billing Statement file for any Account that had an Estimated Reading. Configuration: STATEMENTS > ESTIMATED READING MESSAGE

10 28 th October 2014: Multi Draft Setup Users may setup multiple Accounts on Draft at one time from the Draft tab on the Member browser. Security: Member Browser Drafts Tab Setup/Modify Draft Button (Indiv.) Configuration: DRAFTS > ALLOW_SETUP_MULTIPLE_ACCOUNTS Contact CIS Support to enable/setup. Time & Material charges apply.

11 28 th October 2014: Multi Draft Setup

12 11 th November 2014: Auto Apply Service Order Charges Designated charges can be applied to an Account automatically based on the creation of a Service Order. This functionality also allows for the addition of multiple charges per Service Order type and is also granular enough to only add the charge based on Account Sub Type. Contact CIS Support to enable/setup.

13 9 th December 2014: View Crew Instructions Shortcut A user may right click on a Service Order in Work Management and view the Crew Instructions instead of having to open the Service Order.

14 16 th December 2014: Multi Account Balance on Receipt For Member who have multiple Accounts, any time a Payment is made by a cashier, the printed receipt can include the Balance of all Active Accounts belonging to the Member. Accounts with a zero Balance can be excluded. Configuration: RECEIPT > SHOW_MEMBER_ACCT_BALANCES RECEIPT > SHOW_ZERO_ACCT_BALANCES

15 16 th December 2014: Suppressing Unbilled Transactions Unbilled Charges and unbilled Reversed Payments may be marked as suppressed after the fact (ie: the user forgot to suppress the item during the original transaction). This is done via the secured Suppress Transaction option when right clicking the item on the Account Register. In addition, a Display Suppressed checkbox was added as a filter option to the Account browser Register node, to hide/unhide suppressed records. Suppressed transactions that are excluded from the display will also be excluded from the Print Register report when generated. Security: Account Browser Account Register Pop Up Suppress Transaction (Popup)

16 16 th December 2014: Suppressing Unbilled Transactions

17 20 th January 2015: Non-Cash Register Indicator A Non-Cash indicator (N) will appear on the Account browser Register if Payments or Reversed Payments were flagged as Non-Cash. Configuration: ACCOUNT > DISPLAY_AR_NONCASHFLAG

18 20 th January 2015: Donate Percentage of Retirement Refund Coops may allow a Member to Donate a Percentage of their Capital Credit Refund. Previously the functionality only permitted a donation of 100%. This is controlled by the Member level Attribute Donated Capital Credit Percentage.

19 3 rd March 2015: Adding Account Activities Users can add new Account Activity Types without contacting CIS Support. This is done by going to Setup, Account, Account Activity Types. Only activities of Note and Service Order Type can be added. Security: Set Up Menu - Account Sub Menu - Account Activity Types (Menu)

20 3 rd March 2015: Multi Actions for Service Orders A user can perform multiple actions from the Service Order browser or Work Management at one time. Actions include, Routing, Resourcing, and Deferring. The multi action form will be launched by selection of any of the three buttons/options. Configurations: SERVICEORDER > MULTI_ASSIGNMENT_ALLOWED_YN SERVICEORDER > MULTI_ASSIGNMENT_DEFER_YN SERVICEORDER > MULTI_ASSIGNMENT_RESOURCE_YN SERVICEORDER > MULTI_ASSIGNMENT_ROUTE_YN

21 3 rd March 2015: Multi Actions for Service Orders

22 28 th April 2015: Auto Draft Processing The Draft process (Cycle or Daily) can be automated. Once enabled, a database job will run each work day at 6:00 AM (default). For coops that run drafts by Cycle, the process will look for Billing events with a Draft Date matching the current date. For coops that run drafts Daily, the process will look for Accounts that are set to Draft on the current date. recipients must be provided to CIS Support as the process generates confirmation/results and error s. Other Configuration Recommendations: DRAFTS > APPEND_DATE_TO_NACHAFILE DRAFTS > AUTO_ADD_LATE_FEE_EXEMPT_ATTRIBUTE_YN Contact CIS Support to enable/setup.

23 28 th April 2015: Auto Add Late Fee Exempt Attribute The 'Late Fee Exempt' Account Attribute will automatically be added to an Account when it is setup on Draft. The Attribute will automatically be expired when the Account is removed from Draft. Configuration: DRAFTS > AUTO_ADD_LATE_FEE_EXEMPT_ATTRIBUTE_YN

24 26 th May 2015: Importing Disconnect Collars Importing a file of Disconnect Collar Serial Numbers can be done via the Disconnect Collar option under the Service menu. The file should be a txt and only include the serial number (alpha characters permitted) with no spaces or comma s. Security: Service - Disconnect Collar Sub Menu Service - Disconnect Collar Menu - Add Disconnect Collar