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How to Create A Summary Code

How to Create A Summary Code

Description of Issue

Users are unsure how to create a Summary Charge Code.

Context
  • UBCIS

  • Miscellaneous Charge Code

  • Summary Code

Cause

Needing a new summary charge code for rates.

Resolution

Navigate to Property Revenues > Utility Billing > Setup > Utility Billing Miscellaneous Codes 

  1. Click Add

  2. For Code Type, you will want to choose the SERV - SUMMARY CODE option 

  3. Enter in desired Code

  4. Enter in Description 

  5. Click Accept 

Additional Information

 

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