Development Update

In this session, our Development Manager, Stephen Gray, will go through some larger development items that have recently been completed and discuss upcoming projects that are being worked on.

Click the paper icon below to download a copy of the PowerPoint for this session.

Stephen Gray
Muni-Link

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Stephen Gray

How to Handle Refunds and Balance Transfers

How are you processing deposit refunds? Do you need to return a credit from a customer’s account? Have a balance or credit on an inactive account that needs to be moved? Learn about the processes for refunding both deposits and credits as well as transferring balances between accounts.

Who should attend: Anyone who processes refunds for deposits and credits.

Click the paper icon below to download a copy of the PowerPoint for this session.

Phillip Hettes
Muni-Link

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Phillip Hettes

How are you processing your Finalizations?

Join this session to find a finalization process that works for you. We will review best practices for setting up customers, finalization dates, finals for multiple billing groups, and the different ways to process and complete a finalization.

Who should attend: Those looking to ensure their finalization process efficiently meets their needs.

Click the paper icon below to download a copy of the PowerPoint for this session. An additional handout is also available with questions to ask yourself before choosing a method for finalizations.

Sarah Winesickle-White
Muni-Link

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Sarah Winesickle-White

Invoice Cloud

Join us to experience the intuitive design of the InvoiceCloud platform

Gain insight into:

• What we’re hearing are important to utilities
• Why Muni-Link customers are making the switch to InvoiceCloud
• The Positive outcomes of increasing automation and self-service

John Prodan
InvoiceCloud

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John Prodan

Dan Ryan
InvoiceCloud

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Dan Ryan

Are you prepared for LCRR?

Are you ready for the EPA Lead and Copper Rule Revisions (LCRR) reporting? Learn more about the functions of the new Service Line Inspection Manager (SLIM) Module to see how Muni-Link can assist with your reporting.

Who should attend: Those who have not yet created a plan for submitting service line information to the EPA

Click the paper icon below to download a copy of the PowerPoint for this session.

Lacey Price
Muni-Link

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Lacey Price

Derek McLaurin
Muni-Link

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Derek McLaurin

Reports for Balancing

Make your weekly and monthly balancing work easy using Muni-Link reports. This session will review the recommended reports to help you balance your books.

Who should attend: Anyone who works to compare Muni-Link and General Ledger details

Click the paper icon below to download a copy of the PowerPoint for this session.

Leigh Bowser
Muni-Link

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Leigh Bowser

Getting Service Orders in Order

In this workshop session, Sarah will review how the functions within service orders interact with each other and with other parts of the system. We will also discuss how to set up and use the service orders more effectively to benefit your processes.

Who should attend: Those beginning to set up service orders and those who have been using service orders and are looking to enhance their process.

Click the paper icon below to download a copy of the PowerPoint for this session. A supplimental document is available with information about the Restore Service/Shutoff Automation.

Sarah Winesickle-White
Muni-Link

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Sarah Winesickle-White

Understanding Payment Distribution

Do you want to know more about the various ways payments can be applied in Muni-Link? Looking to understand or change how your payments apply? Attend this session to learn the ins and outs of our payment distribution options and overapply methods.

Who should attend: Those who experience frequent imbalances in accounts. Anyone looking to gain additional knowledge about the way partial payments and overpayments are applied.

Click the paper icon below to download a copy of the PowerPoint for this session.

Sarah Winesickle-White
Muni-Link

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Sarah Winesickle-White

Helpful Tips for Billing

Learn more about the information in the billing cycle and how information such as meter exchanges and posting other transactions can affect the billing process. We will also review billing cycle reports and using the data provided to check your bills.

Who should attend: Anyone struggling with their bill process.

Click the paper icon below to download a copy of the PowerPoint for this session.

Alex Dionis
Muni-Link

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Alex Dionis

Novotx - Elements XS

From Customer Request to Replacement: Managing Asset and Work Life Cycles

Knowing what is happening inside of your system is key for effective management.  In this presentation we will talk about how assets are impacted throughout their life by multiple factors, including work that is occurring on them, aging, accidents such as utility strikes, etc., and how to document all of that information.  A lot of that work may be initiated at the customer level, so we will also focus on dealing with customer requests and how to manage the work that comes from those issues.  We will also show how that can impact your assets, both from a conditional perspective as well as a lifecycle perspective.  

Who should attend:  Anyone looking for  an asset management solution.

Click the paper icon below to download supplimental materials provided by the presenter.

Mike Schwab
Novotx LLC

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Mike Schwab

Reports for Auditing

Be better prepared for your auditor by attending this session. Learn about the reports we recommend to make auditing a breeze.

Who should attend: Anyone preparing for or working with an auditor.

Click the paper icon below to download a copy of the PowerPoint for this session.

Leigh Bowser
Muni-Link

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Leigh Bowser

Using Deposits in Muni-Link

In Muni-Link there are many features that can be used with security deposits. Attend this session to learn more about deposit transfers, refunding deposits, billed deposits, and other general best practices.

Who should attend: Those who accept security deposits looking for a refresher on the existing features and functions within Muni-Link.

Click the paper icon below to download a copy of the PowerPoint for this session.

Sarah Winesickle-White
Muni-Link

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Sarah Winesickle-White

Mastering the Meter Exchange

Meter exchanges in Muni-Link don’t need to be daunting. Learn about the ways to process exchanges on accounts and in service orders. We will also do a brief review of the effects of exchange dates on billing.

Who should attend: Anyone looking to gain insight on the meter exchange process and its effects.

Click the paper icon below to download a copy of the PowerPoint for this session.

Phillip Hettes
Muni-Link

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Phillip Hettes