UB> Maintenance> Account

Account Master Search Window

 

Summary

 

The Account Master Search window (UB> Maintenance> Account) is used to open, create or final a Utility Billing module customer account. The window will display all customer records with a UB module account as well as all of the UB customer accounts associated with each customer record. Enter information into the Search Criteria section and click the Refresh icon to filter the customers that display in the window. The customer records that are attached to a UB module account and that match the search criteria will load in the window. Click the Expand button next to each customer record to view the UB module accounts attached to a customer record. Highlight a UB customer account and click the Modify icon to open the account in the Account Master Maintenance window.

 

Click here for information on the Account Master Maintenance window.

 

You can modify the lot and customer record information associated with a UB customer account using the Account Master Maintenance window and the changes will update to the entire database. You can also modify a customer record using the Customer window (Customer icon on the main desktop) or the Lot window (Lot icon on the main desktop). Changes to the Customer or Lot window will update all UB customer accounts attached to the customer record or the lot.

 

Click here for information on the Customer window.

Click here for information on the Lot window.

 

Click the Create icon to launch the New Account Wizard. The New Account Wizard is used to create new UB module customer accounts.

 

Click here for information about the New Account Wizard.

 

Highlight a UB module account (not the customer record) and press DELETE to final the account. This will launch the Final Account Wizard and calculate the final billing on the UB customer account.

 

Click here for information on the Final Account Wizard.

 

Right click in the window and select Export grid contents to Excel if you would like to create an MS Excel spreadsheet of the information that displays in the window.

 

Click here for information on creating an MS Excel spreadsheet from the information in a window.

 

Step by Step

 

1     Open the Account Master Search window (UB> Maintenance> Account).

 

2     Filter the displayed accounts. 

 

  • Enter information in the Search Criteria fields and click the Refresh icon to filter the customer accounts that display in the window.
    • Each tab displays a different set of search criteria fields.
    • For example, the Driver's License field on the Customer tab is used to filter the customer records that display in the window by a drivers’ license number. A drivers’ license number is attached to a UB customer account using the Account Master Maintenance window (UB> Maintenance> Account> People tab> Customer sub-tab> Driver's License Number field).
  • Depending on the number of customer records that match the search criteria, all customer records may not load in the window.
    • The orange Incomplete icon will display in the bottom right corner of the window if customer accounts that meet the search criteria have not been displayed in the window. Click the orange Incomplete icon if you would like all of the customer accounts that meet the search criteria to display in the window. If the search criteria are very broad or no search criteria have been entered the window, this may take time to load.
    • The green Complete icon will display in the bottom right corner of the window if all customer accounts included in the search criteria have been displayed in the window.
      • Springbrook Community users will need to refine their search criteria in order to display all applicable accounts. However, Springbrook Cloud users can generate a .csv file that includes all the records in the database that meet the specified filter criteria via a data grid export. Click here for information on Data Grid Exports.
  • The Account Master Search window allows you to launch the New Accounts Wizard, Final Account Wizard and modify existing UB customer accounts.
  • Click the Create icon to launch the New Account Wizard. The New Account Wizard is used to create and set up new Utility Billing customer accounts.
  • Highlight a customer account and click the Delete icon to launch the Final Account Wizard. The Final Account Wizard is used final a Utility billing customer account. 
  • Click the Expand button next to a customer record to view the UB module customer accounts attached to the customer record.
  • Highlight a UB customer account and click the Modify icon to open the selected customer account. This will open the Account Master Maintenance window.
    • If you highlight a customer record and press ENTER without selecting a UB customer account, the UB customer account with the lowest sequence number will open.