Adjust Unbilled Reservations

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This article will show you how to use the Bulk Time Adjustment Wizard to adjust times for unbilled reservations. Due to the financial impact, billed-out reservations must be adjusted individually.

Instructions

  1. Navigate to Facilities > PermitsFacilities and permits menu options.

  2. Next to the Permit #, select to either Create a New Permit or Lookup an existing permit New permit or lookup.

  3. Configure Permit Lookup fields and click Search Permit lookup fields.

    • Customer Name: Lookup the account

    • Date Range: Enter a date range

  4. Select the desired permit from the ResultsSelect permit from results.

  5. Click the Adjust Unbilled button Adjust unbilled button.

  6. Use the Bulk Adjust Unbilled Permits tool Bulk adjust permits.

    • At Facility: Choose the facility that contains the reservation(s) you want to adjust

    • Between: Create a From Date and To Date date range

    • Starting At / Ending At: Create a time range

    • Days of the Week: Select specific weekdays

    • Change Times To:

      • Start Time: Choose either a Specified Start Time, which is a specific time, or a Relative Start Time in Minutes, such as “2 minutes after the current start time.”

      • End Time: Choose either a Specified End Time, which is a specific time, or a Relative End Time in Minutes, such as “2 minutes after the current start time.”

    • Cancel Unbilled Permits: Select to cancel unbilled permits

  7. Click Apply Adjustment Apply adjustment button.