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Delete or Remove a UB Bill

Delete or Remove a UB Bill

Owned by Knowledge Assistant
yesterday at 5:51 pm
2 min read
Description of Issue

A Bill was sent out that needs to be removed. 

Context

  • UBCIS

  • Bill Adjustments 

Cause

A UB Bill was created in error and needs to be removed. Nothing has been paid and it does not need to be moved to a different CID, simply hope to get rid of the Bill.

Resolution

Bills cannot be deleted for Auditing purposes, but the charges on the bill can be adjusted to $0 using Bill Detail Adjustment to offset the charges.

Additional Information

Navigate to: Property Revenues > Utility Billing > Bill Processing > Bill Adjustment Management > Bill Adjustments

The program automatically starts a Search function upon entering.

  1. Enter information to pull up the Bill(s) to be adjusted

  2. Select Update

  3. If required by Site, enter a Reason Code.

    1. Type in the Reason Code or click Ellipsis to pull up a list of codes.

      1. If using Ellipse double-click the desired Reason Code to select it. This returns to previous screen after selection.

    2. Click Accept or hit Enter on keyboard. This will return to the Bill Adjustment screen.

  4. Under Charges, Adjust the Charges as desired

    1. If unpaid, simply enter .00 to adjust to $0.00

    2. If paid adjust by entering in a negative amount to offset the charges.

  5. A pop-up may appear asking Recalculate subject to Amounts? 

    1. Select Yes or No as desired.

      1. This brings up the Subject to screen

      2. Once finished select Accept or select Back to exit if no recalculations desired

  6. Click Accept

  7. Click Release/Post

    1. May get a pop-up Some Adjustments have not yet been printed. Are you sure you want to release/post without printing?

      1. Select Yes or No if printing is desired