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

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.

3. 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?

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

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

6. 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

7. 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

8. 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.

9. 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.

10. 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

11. 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

12. 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

13. 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

14. 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

15. Questions