Same CID Using Different Names for Different Accounts

A Customer would like to use the same CID, but different Names for different accounts in Utility Billing.

• UBCIS

• Accounts Receivable Customers

• Utilities

• Utility Billing Customers

The Customer owns multiple properties and desires the CID on each account reflect the name of the property linked to the Account.

Navigate to: Property Revenues > Utility Billing > Master Programs > Accounts Receivable Customers

1. Search for the CID in the Customer ID box.

2. Click Accept.

3.  In the lower right-hand corner, click the green plus sign. This will create more Delivery Addresses.

4. Fill in the information.

   1. As requested, use the name of the property for the Name and the Customer's address. If desired, different numbers and e-mails may be created for each as well. 

5. Select Accept.

   1. As addresses are created, they will appear under the Delivery Addresses section. Each will have a # attached to the address (unrelated to the address number) starting a 0 and going up. These Address # will be used in the Utility Billing program.

6. If desired, Select Add and repeat as needed for multiple Addresses to be created.

7. Select Back 

8. Ensure all Addresses desired appear under Contact Information.

Navigate to: Property Revenues > Utility Billing > Master Programs > Utilities

1. Search for the Account(s).

2. If the CID is already on the Account, double-click the CID. 

   1. If CID is not yet attached to Account, select New Customer in the toolbar menu.

3. This will bring you into the UB Customers Program.

4. Select Update

5. In the Address # box enter in the Address # from the Accounts Receivable Customers program assigned to the address.

   1. If preferred, select the ellipsis (…) to pull up a list of all Addresses attached to the account.

      1. In the list, select the Address/Name desired. 

   2. If New Customer was selected, fill out the rest of the information in this program to finish setting up the CID for the Account.

6.  If need be, click Accept in the toolbar menu. 

7. Select Back to confirm the information updated in the Utilities program as desired.

8. Repeat as needed if changing information on multiple Accounts.

• When selecting an Address in the Utility Billing Customers program, it is possible to select Addresses that are no longer checked as Active in Accounts Receivable Customers program. Please ensure the correct Address is chosen and all information is up to date.

• If a mistake is made or information needs to be updated for the Address. Return to the Accounts Receivable Customers program and select the View/Update Address button (button has the image of a grid calendar and pen) with the Address highlighted.