Streamline and Automation of Input Processes Beth Yates Customer Success Team Lead, Team 2

Purpose The purpose of this class is to highlight tools that will make data and cycle processes more efficient while providing the assurance that processes are accurate.

Data Entry… What can be done to make this easier? Do you have data entry that never ends? Takes too much time Opportunities for human error Management can’t get accurate reports when needed What can be done to make this easier?

How can I make data entry easier? Imports Copy Features Property Mass Add

Tell Me Where They Are General Ledger Accounts Payable Revenue/Billing and Check Stub Service Ticket

General Ledger-Import/Export #23-Import (entries) Creates a template for ease of import Ledger Listing Excel Export-All Fields can be imported easily Export Docs with this for auditors or internal review

General Ledger-Copy Entries Copy entry from one period to another Copy entry to a new company Reverse signs if needed Entries will be unposted for your review

General Ledger - Account/ Import/Compare/Mass Change Allows changes to be made to accounts easily When not comparing-Allows the following options for multiple accounts Change "List Detail" Option Change "Print Journal Summary" Option Change "Inactive Date“ Delete Selected Accounts Change Selected Accounts in regards to account type.

General Ledger - Account/ Import/Compare/Mass Change COA Comparison with another company Select what you want to compare Notice the different colors: Orange is a difference found in an option set as a compare field Yellow is a difference that is not set as a compare field Blue lets you know that the account exists only in one company.

Revenue Billing Property/Utilities/ Import Utility Imports properties from another company-no duplication of effort Import From Excel-Create an Excel file to import multiple properties at one time

Add New Property-Autofill Adding a new property? Tired of manually entering all…those….fields? You can autofill the property information from the RRC TX Only

DOI Mass Change/Mass Copy Division of Interest/Utility: Mass Change-Owner bought another interest? Transfer of ownership due to death, divorce? Make changes to multiple properties at once to include exemptions and suspense. Print Division Orders Mass Copy Copy from one DOI to another with ease Need to delete the old DOI? Check the box to move lease/deck No duplication of effort

Check Stub Import CDEX (Check Stub Data Exchange) General Import Eliminate manual check stub entry Validate raw CDEX data General Import Another option to eliminate check stub data entry Supports XLS/XLSX/CSV Division Order Import instead of manual entry Create a template to make the import easier

Service Ticket Copy Tickets Import Tickets Found in Enter Tickets and View All Tickets Copy one ticket or a range of tickets-less data entry Import Tickets Old Import or Create a Template Supports XLS/XLSX/CSV

Questions