Click the Accounting menu.
the Navigation pane, click Accounts, then Official Accounts.
on the amount of records within your database, the list may not readily
populate, to populate the list perform one of the following actions:
Within the search box, type any portion of
the record, this could be the account number, organization name, site name,
etc. and then click the magnifying glass.
Click the Show All button.
4. The Accounts list opens, displaying the
account matching your search criteria. Double-click the account to view.
5. Within the Show ribbon group, click on the
Accounting Entries button. The screen changes to displays two panes of
information. Within the top pane, double-click the item to view.
Assigned Accounts and Equipment window opens.
6. In the Equipment and Services pane, click the
field marked with an asterisk (*) to enter in a new piece of equipment for the
component. Use the drop-down lists or type the appropriate information in each
of the following columns (required fields are marked with an asterisk (*)):
Equipment or Service Type* – click the
drop-down arrow to access a list, there are three columns of information within
Equipment or Service Types – displays the
name of the equipment or service
Is Service Type – a checkmark indicates
that the type is a service
Allow Cost Adjustment – a checkmark
indicates that the you can adjust the cost of the equipment or service
the list, select the equipment or service type.
Equipment or Service Name* – click the
drop-down arrow to access a list, and then select the equipment or service
name. This list displays only the names associated to the type that you
Part Name* – click on the drop-down arrow
to access a list, select the part name.
Site – once you click any of the drop-down
lists, the field auto-populates with the site name you selected in the Device
Serial Number* – this field may
auto-populate after you select a part name, it may either contain None or
Generate Automatically, if these are contained within the field do not change
the selection. However, if the field is blank click the drop-down arrow to
access a list, and select the appropriate serial number
Quantity – this field auto-populates with
a pre-determined quantity amount. To change, click the field and type-in the
One Time Cost – this field auto-populates
with the equipment’s one-time charge.
Recurring Cost – this field auto-populates
with the equipment’s recurring charge.
Total One Time Cost – displays the total
one-time cost for the equipment item.
Total Recurring Cost – displays the total
recurring cost for the equipment item.
At the bottom of the list of equipment is a totals line displaying the one-time
and recurring charges totals for all the equipment items within the list.
Install Date* – this field auto-populates
with today’s date. To change the date, click the field to access a drop-down
arrow, once clicked a calendar displays. From the calendar, select the date to
install the new equipment. This is the date the charges start for billing
purposes. To change the month and year click the right or left arrow, and once
at the appropriate month and year, click the number to select the date. The
date populates in the box.
Delete Date – click the field to access a
drop-down arrow. Once clicked, a calendar displays, from the calendar select
the date to delete the item from the set. To change the date, click the field
to access a drop-down calendar. To change the month and year click the right or
left arrow, and once at the appropriate month and year, click the number to
select the date. The date populates in the box.
Technician – click the drop-down arrow to
access a list, from the list select the technician name.
Notes – click on the grey square in the
field to open the Note popup that allows you to enter in any notes regarding
the equipment or service. Once you have
finished typing the note, click on the OK button to save the note and close the
popup. Alternatively, you can click on
the Cancel button to cancel the operation.
Location – type the equipment or service
Last Recurring Bill Date – this field
indicates the last date the piece of equipment generated a bill.
7. Within the Actions ribbon group, click
Save (to save and stay) to continue working with accounts, or click Save
& Close (to save and exit) to return to the Accounts list.
Top of Page