CSA Software Solutions (800) 264-4465 www.csasoftwaresolutions.com FEATURES OF DIVERSIFIED UTILITY BILLING Diversified Utility Billing software will run on a number of different platforms from your in-house LAN to the cloud. It’s designed to make integration as easy as possible Dashboard 1. This is where it all comes together2. See each overdue task3. See tasks scheduled for today4. See completed tasks5. Also manage non-billing tasks6. And personal reminders7. Even see the status of in-process work ordersGet snapshots of key financial metrics 1. Cash flow2. A/R aging3. More
CSA Software Solutions (800) 264-4465 www.csasoftwaresolutions.com Master Calendar 1. You detail tasks – who does what when – once2. Master Calendar plans all future cycles3. Provides daily snapshot of tasks due each day4. Visible on Dashboard.Customer Service 1. Quickly locate a customer by name, service addressor account number.2. See all customer information on one screen. Thisincludes account and service addresses; contactinformation; current account status; as well ascomplete billing, payment, penalty, notice,consumption, service and meter history.3. Edit customer information on the fly with a completeaudit trail of changes.
CSA Software Solutions (800) 264-4465 www.csasoftwaresolutions.com Give Customers 24/7 Web Access 1. Reduce the workload in customer service by allowing customers to answer many of their questions online with a customer service web site. 2. Customers can do business when it is convenient for them rather than being restricted to your business hours. 3. Upload your billing data to a secure web server operated by Diversified Technology. 4. After customers authenticate with a User ID and Password, they can access current and historical billing and payment data. 5. Customers can also initiate ACH direct withdrawal payments or enter a work order request. Billing 1. Create customized post card or letter bills that include mailing bar codes to reduce postal costs and internal bar codes to speed processing of mailed payments. 2. Or create and send email bills and virtually eliminate postage and handling costs. 3. All bills can include a standard or custom message to all customers. Or they can include a message targeted to a specific street or set of streets.
CSA Software Solutions (800) 264-4465 www.csasoftwaresolutions.com Payment Processing 1. Diversified Utility Billing allows you to make fast work counter payments in cash or with a check. 2. Use bar-coded bill stubs and a check scanner to quickly process checks received in the mail. 3. Allow your customers to set up ACH direct debit payments. 4. Then batch process them to eliminate time-consuming individual postings. 5. Batch process bulk payments from banks and other third-party collectors. Bank Check Processing 1. Electronically direct bank check payments to an intermediary for consolidation, quick deposit into your account, and an electronic transaction report. 2. Post those payments by simply importing that report into Diversified Billing and batch processing. 3. Get your money faster and save hours and hours of clerical time. Accept Debit / Credit Card Payments 1. Allow customers to pay a bill with a debit or credit card. 2. Record online bill payments in Diversified Billing as a batch process with just few clicks. 3. All financial information is entered directly on your merchant bank’s site, so it is never visible to you, Diversified Technology, or prying eyes. 4. You can choose to absorb bank fees or pass them on to your customers as a surcharge.
CSA Software Solutions (800) 264-4465 www.csasoftwaresolutions.com Notices and Debt Collection 1. Follow an easy checklist process for generating late notices or shut-off notices in either door hanger or letter form. 2. A record of each notice is automatically posted to each customer’s account. 3. Keep track of liens filed against any property and calculate lien interest upon payment. Reporting 1. Scores of useful reports are pre-configured. 2. Customize them to meet your unique needs. 3. Generate reports for the current period or any historical period. 4. Print, email, create a PDF, or export to your word processor or spreadsheet. Work Orders 1. Generate and track work orders from within Diversified Utility Billing. 2. Allow customers to submit work orders from your web site. 3. Send directly to field technician’s phone, tablet or laptop. 4. Post billable charges directly to customer’s account.
CSA Software Solutions (800) 264-4465 www.csasoftwaresolutions.com Accounting Interface While Diversified Billing is designed to integrate with most commonly used accounting systems, Diversified Technology has partnered with CSA Software Solutions to offer an excellent fund accounting solution: CenterPoint Fund Accounting. Nonprofit organizations will find the budgeting and reporting process to be particularly strong and easy to customize to their own needs. The following features of CenterPoint Fund Accounting software allows you to provide more relevant financial information, saves you valuable time and effort and keeps your city council more informed. 1. Tracking by Fund Source Fund accounting software allows you to track sources by fund, department, program, grant, and more. Since information is tracked this way, reports can be pulled and viewed for each source, and the data is easily understood. This feature eliminates the need to export to Excel to format your data for financial reporting. 2. GASB Recommended Format The Statement of Revenue and Expenditures within CenterPoint follows the recommended format by the Government Accounting Standards Board. 3. Robust Security Standard with CenterPoint is a comprehensive security system that allows you to restrict access to the entire system as well as individual processes. Transactions entered are identified with the user posting the entries. Audit trail reports are readily available for administration and/or auditors. 4. Reports Tailored to Your Needs Impress your council and administration with easy to understand reports that have the detail and departmentalization they want. Virtually any financial data report can be designed to provide the information you desire. Virtually any financial data report can be designed to provide the information you desire. All reports can be easily modified by adding or removing columns of information, and the customized format can be saved for later use. You can also filter information when running reports to view only the data and time frame you choose to see. Any report can be exported to a spreadsheet or document file for use in other programs or distribution to others. The ability to export reports and data makes your auditor's job much easier.