Your First Month
The aim of this guide is to get you up and running in your first month on Current.
Understanding the System
Current's system might work slightly different from whichever software you're coming from with responsibilities and information stored in different areas. Let's go over these so that we have a good foundation moving forward.
Recording/Taking Payments
For several ways that payments can enter Current's system, but for manually entering payment batches, there are two main ways: the Receive Payment button on the Accounts page, and Payment Batches.
The Receive Payment button is useful for payments made in person or over the phone. Whereas Payment Batches are useful for cheques or other large sums that you may receive.
Please see the articles below for more information on both processes.
Making Adjustments / Undoing Errors
Late Fees
Late fees can be added in several different ways. Here are a few that can be done ad hoc:
- Navigate to the Account and use the Add Charge/Credit button under More Options. This is the most direct option, but can be cumbersome for large numbers of accounts.
- During the billing cycle under the Review Bills stage, there's an option to Add Transaction. This can add charges in bulk, but can only be applied during the Billing Cycle.
The Delinquency feature is purpose built to manage all stages of of an account delinquency. Policies allow you to set stages where you can send notices, add fees, or create service orders to do things such as hang door tags or shut off service.
Move Out
When the responsibility of a Location changes, this normally calls for a new account and as such a Move Out is typically the mechanism used. The Move Out process provides you with assistance concluding the old account and creating final bills, then starting a new account for the Location.
Note: The move out steps can be completed out of order. For example, you can start creating a new account, adding charges to the new account before the closing bill is posted to the old account.
Billing
We'll schedule sometime to go over the first billing with you.
In the meantime, please find an overview of the billing workflow here: Billing Workflow
Reporting
The primary area for reporting is the dashboard. This the screen you see when you log into Current and has reports for many common use-cases. There is also more specific breakdowns located in various places in the app, i.e. a Billing Cycle will have a breakdown for that cycle and an Account will show a customer's usage.