Account and Contact Overview

Each account includes standard and custom fields.

• Identification: The Identification fields include the account number and the customer address

• Contacts: List of contacts assigned to the account and their assigned role

  • Manage Contacts: Create new contacts, and edit or remove existing contacts

• Account: The Account fields include the Account Status (Residential, non-residential, high use, etc.), Cycle, and Service type

  • Account Status

    • Status: The status of the account

      • Active: The account is active

      • Bad: The account is in a bad standing

      • Closed: The account is closed

      • Inactive: The account is inactive

      • Write-Off: The account

    • Resid: Mark the account as a Residential account

    • Commercial: Mark the account as a Commercial account

    • Industrial: Mark the account as an Industrial account

    • Setup Date: The date the account was established

    • Closed Date: The date the account was closed

  • Service

    • Water: Check this box to indicate water service

    • Sewer: Check this box to indicate sewer service

    • E-One: Check this box to indicate E-One service

    • Irrigation: Check this box to indicate irrigation service

    • Start: Enter the start date for the appropriate service in Month, Date, and Year format

    • End: Enter the end date for the appropriate service in Month, Date, and Year format

  • Cycle

    • Cycle: The billing group an account belongs to

    • Route: The meter reading route

  • Misc

    • Cash Only: Indicate that the account is cash-only

    • Sewer Flat Rate: Indicate that the account has a flat rate for sewer charges

    • Dwellings: The number of dwellings for this account

• Financial Summary: Financial standing and history of the account

  • Last Bill: The amount of the most recent past bill

  • Last Payment: The amount of the most recent payment made on the account

  • Past Due: The amount that is past its due date

  • Current Balance: The total of all due payment amounts

  • Deposit: The deposit amount held on the account

The Service tab displays account services, including sewer and water, as well as a meter reading history.

• Services

  Note:

  These fields can differ from organization to organization. Examples and images may not match or reflect options available.

• Parameters

The Finance tab displays a detailed account payment history, including bills and individual payment amounts.

• Contacts: List of contacts assigned to the account and their assigned role

  • Manage Contacts: Create new contacts, and edit or remove existing contacts

• Financial Summary: Financial standing and history of the account

  • Last Bill: The amount of the most recent past bill

  • Last Payment: The amount of the most recent payment made on the account

  • Past Due: The amount that is past its due date

  • Current Balance: The total of all due payment amounts

  • Deposit: The deposit amount held on the account

• Finance Table

  • Date: The date of the bill, payment, or adjustment

  • Type: Indicates if the entry is a bill, a payment, or an adjustment

  • Record:

  • Amount: The amount of the bill, payment, or adjustment

  • Balance: The balance of the account after the bill, payment, or adjustment

  • Water: How much of the total bill amount is a water charge

  • Sewer: How much of the total bill amount is a sewer charge

  • Irrigation: How much of the total bill amount is an irrigation charge

Account Documents serve as a way to store and organize supporting files directly related to a specific account. This feature allows users to upload and associate documents such as PDFs, images, manuals, permits, inspection reports, and more, with the account they’re managing.

The functionality works similarly to attaching a file to an email. Users can drag and drop files or browse to upload them, and optionally include hyperlinks or additional notes. Once uploaded, the documents are stored in the system and remain accessible to users. This ensures all relevant documentation is centralized and easy to retrieve during any review or audits.

• Display: Upload manuals, photos, reports, etc. to an account record

• Public: Indicates whether a document is visible outside the organization

Note:

While there is no limit on the storage for uploads, keep in mind the downloading speed of large files in the field. Select files may not be able to be opened depending on the file type, such as a CAD (Computer-Aided Design) file on a computer without a CAD reader.

These fields create the contact within Utility Billing.

• Last Name: The last name of the Contact

• First Name: The first name of the Contact

• MI: The middle initial of the Contact

• Organization: The organization the Contact is affiliated with.

• Eden Cust No: The customer number of the Contact

• Address: The address of the Contact

• City: The city of the Contact

• State: The state of the Contact written with the state abbreviation

• Zip: The zip code of the Contact

• Address Check: Validate the address of the Contact

• DL State: The Contact’s Driver’s License state of issue

• DL Number: The contact’s Driver’s License number

• SSN: The contact’s Social Security Number

• Phone: The phone number of the Contact

• Email: The email address of the Contact

• Account Number: The account number of the Contact’s given bank account.

• Routing Number: The routing number of the Contact’s given bank account

• Account Type: Indicates if the Contact’s given bank account is a Checking or Savings account

• Auto Pay Limit: A maximum limit that can be withdrawn or payed with autopay

• Note: Notes and comments on the Contact

The Accounts column presents a list of accounts to which the Contact is tied. Clicking an Account in this column will open the account in the background. Click the X in the Contact pop-up to view and access the Account after clicking on it.