Getting Started
- Introduction
- System Requirements
- Installing Jayhawk Utility Suite
- One-time Initial Setup Checklist (if No data converted)
- Menus and Toolbar Buttons
- Manipulating JUS windows (when multiple screens are open)
- JUS Help
- Upgrading from an older version of Jayhawk Utility Billing
- JUBS to JUS Quick Reference
- New JUS Features
- Conversion and Upgrade Setup Checklist
- JUS Tools
- Remove Connection
- Create Backup Job Schedule
- Perform Database Backup
- Enable Support/Support Functions
- Insert Premise Into Read Sequence
- Copy Read Sequence to Book
- Database Restore
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Initial System Setup
- System Information
- JUS Users
- Report Printer Setup
- Bill Printing Options Setup
- Accounting
- Cougar Mountain Accounting Export
- Modules and Other Options
- Aged A/R
- Estimated Readings
- Service Deposits
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- Owner/Landlord
- Charge Averaging
- AMR Handheld
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- Electronic Payments
- Prepaid Billing
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- Meters
- Charges
- Rates
- Deposits
- Customer Screen Option Lists
- Billing Cycles
- Class List
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- Category List
- Phone Type List
- Custom Drop Downs
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- Pumping Stations -Master Meters (Optional)
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Working with Customers
- The Account Screen
- Summary tab
- Adding a New Account
- Sorting/Scrolling through customers
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- Finding an existing customer
- Printing Account Information
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- Account tab (the person, business, organization)
- Adding a New Account
- Editing Existing Account - name, address, status, etc.
- Moving an Account On/Off a Premise- Final Billing
- Account Notes
- Custom Account Fields - Feature available soon
- Charges tab (charge rates for services and $ charges owed by account )
- Adding charge rates to bill this customer for--services, misc., etc.
- Viewing how much the customer owes/paid ($$)
- Deposits tab
- Adding a New Deposit
- Refunding a Deposit manually
- Deleting a Deposit
- Premise tab (the physical location of your service)
- Adding a New Premise
- Editing Existing Premise - service address, cycle, route, etc.
- Premise Notes
- Custom Premise Fields - Feature available soon
- Owner/Landlord option
- Saving or Applying Premise Changes
- Printing Premise Information
- Meters tab
- Adding a Meter to a Premise
- Editing Meter Information (add Pump Stations later)
- Edit All Readings for a Customer
- Send Meter to a Group
- Adjusting a Meter Reading
- Changing out a Meter on a Premise
- Saving or Applying Meter Changes
- Printing Meter Information
- History tab
- Viewing Customer billing/payment History
- Printing Customer billing/payment History
- Adjusting a Bill or Payment
- Reverse a Bill
- Reverse a Payment
- Edit a Bill or Reading
- Manual Bill Adjustment
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- NSF Adjustment
- Apply Credit Balance
- Misc Credit (Debit)
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- Service Orders tab
- Creating a New Service Order
- Printing a Service Order
- Editing/Viewing an Existing Service Order
- Deleting a Service Order
- Moving Out a Customer
- Creating a New Premise, New Account, or New Customer
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Routine Utility Billing Activities
- Sample Billing Cycle
- Entering Customer Readings/Units
- Entering Reading/Unit Groups
- Creating a New Reading Group
- Creating an Empty Reading Group
- Opening a Group
- Printing Meter Reading Worksheet (or Service Unit)
- Entering Readings/Units for each Customer
- Lookup a Customer
- Keyboard Entry
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- Sorting Customers
- Exporting/Importing for AMR
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- Printing Group Readings and Usage Report
- Applying the Readings and Calculating Usage and Bill Charges
- Trial Calculation and Exception Report
- Final Calculation and Exception Report
- Single Reading Entry - Immediate Final Bill
- Final/Changeout Readings - Delayed Final Bill
- Meter Reading Checklist
- Generating Bills for Customers
- Calculating Bills from Readings
- Calculating Minimum Bills
- Calculating Bills Checklist
- Printing Bills for one or more Customers
- Create New Print Group
- Print Report
- Print Bills
- Bill Printing Checklist
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- Entering Customer Payments
- Creating a New Payment Batch
- Opening a Batch
- Entering each Payment
- Find a Customer
- Keyboard Entry
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- Partial Payment Funds Distribution
- Lookup a Customer in the Batch
- Edit or Delete a Payment
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- Printing a Customer Receipt
- Printing/Viewing a Batch Payment Receipts Report (to verify payments)
- Applying a Payment Batch
- Deleting a Payment Batch
- Printing a Bank Deposit Report
- Printing a Payment Receipts List
- Payment Entry Checklist
- Applying Credits to Customers
- Applying Credits to all customers
- Applying a Credit Balance to an individual customer
- Applying Late Charges to Customers
- Trial Calculation and Report
- Final Calculation and Report
- Apply Late Charges Checklist
- Printing Past Due Notices for Customers
- Create New Print Group
- Print Report
- Print Past Due Notices
- Past Due Notice Printing Checklist
- Printing Shut Off Letters
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Accounting/GL Posting
- Accounting General Ledger Posting Process
- Posting Bills (and similar transactions)
- Posting Payments (and similar transactions)
- CMS or Manual Accounting Entries
- Balancing JUS and your Accounting System
- Month End Close
- Accounting / General Ledger Posting Checklist
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Other Utility Billing Activities
- Service Deposits Activities
- Calculate/Accrue Interest
- Apply Interest
- Refund Deposits
- Deposit List Report
- Fund Distribution - Selecting credits from one fund to apply to other charges
- Charge Averaging Activities
- Module and Add-on Activities (See Below)
- Level Pay Plan Activities
- Annual Prepaid Calc
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Reports - View or Print
- Sorting Options
- Data Selection
- Reports Menu
- Customer
- Meters
- Billing
- Payments
- Bank Deposit
- Batch Summary
- Deposits
- Paid/Refunded List
- Interest Accrued
- Interest Applied/Refunds
- Report Generator
- Modules (some may not be options in your JUS)
- History
- Audit Trail
- Meter Changeout List
- Handheld List (optional)
- Landlord/Tenant
- Charge Averaging
- Level Payment Plan (optional)
- ACH/Electronic Payments (optional)
- Report from a JUS screen button
- System Settings - includes all the following screens
- ????User Rights
- GL Accounts (from Accounting Setup)
- Modules Setup (all or current)
- Edit Customer (all or current)
- Account, Premise, Charges, Deposits
- History
- Edit Rates (all or current)
- Edit Charges (all or current)
- Edit Meters (all or current)
- Edit Deposits (all or current)
- Edit Billing Cycles (all or current)
- Edit Status List
- Edit Customer Lists
- Additional Reports from a JUS Function
- Exception/Error Report
- Activities | Readings/Units | Reading Group Meter Reading Worksheet
- Activities | Readings/Units - Reading Group Apply
- Activities | Payments - Batch Entry Screen
- Activities | Late Charges - Apply Late Charges
- Activities | Print Bills - Print Report
- Activities | Print Past Due Notice - Print Report
- GL Posting | Bills
- GL Posting | Payments
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Modules and Add-Ons (Optional)
- Module Settings (see above)
- Cougar Mountain Software FUND Accounting
- AMR Handhelds
- LIEAP Payments
- Barcode Scanner Payment Entry
- Level Pay Plan (LPP)
- Prepaid Billing
- Electronic Payments - ACH
- Network (Multiple Users)
- Multiple Districts (Using Separate Databases)
- Postal Bar-Coding
- Off-site Data Backup -Jayhawk's IDS Option
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Glossary of Terms
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