Autoposting

Autoposting is the process of Accu-Trax generating charges for each billing cycle.

In previous versions of Accu-Trax, this was done separately from creating Bills.
In the current version, Autoposting and creating bills are both done in a single step.
Autoposting has a few distinct parts:

Generating Transactions: Posts transactions to each account in the selected bill codes.

The value of these transactions will be dependent on which services are on the account, prorate settings, and whether any services or service addresses are set to 'Block Autoposting'.

Generating Finance Charges: Adds late fees to any customers that are late on their payments according to company practices.

Blocking Autopost

If a service charge has been created before the normal Billing process, it is important that the Autoposting does not create an additional charge so that the customer does not get charged twice.

Accu-Trax Office allows very fine control over Autopost dates.

Each Customer, Service Address, and Service Item has an Autopost Date which blocks Autoposting through the selected month.

Block all Autoposting for a Customer:

Right-Click the 'Autopost Date' box on the Transactions Tab, then click 'Block Autoposting'.
Select a date in the pop-up banner, and click 'OK'.

This is the date that Autoposting has been blocked through.

The next time this customer will receive an automatic service transaction will be the billing cycle following the selected month.

Block all Autoposting for a Service Address:

Double-Click on the address in the Services Tab.
The 'Service Address' window will pop up, displaying the current Autopost Date.
Right-Click on the 'Autopost Date' box, then click 'Block Autoposting'.
Select a date in the pop-up banner, and click 'OK'.

This is the date that Autoposting has been blocked through.

The next time this address will receive an automatic service transaction will be the billing cycle following the selected month.
All other addresses on this customer record will be autoposted as normal.

Block all Autoposting for a single Service:

Double-Click on the Service in the Services tab.
The 'Edit Service' window will pop up displaying the current Autopost Date.
Right-Click on the 'Autopost Date' box, then click 'Block Autoposting'.
Select a date in the pop-up banner, and click 'OK'.

This is the date that Autoposting has been blocked through.

The next time this Service will receive an automatic service transaction will be the billing cycle following the selected month.
All other Services, including those on the same address, will be autoposted as normal.