Daily Procedures
- Enter Charges and Credits - Use the CHARGE/CREDIT ENTRY window to enter miscellaneous charges and credits.
- Enter Payments - Enter payments in the PAYMENT WINDOW, run the PAYMENT AUDIT report, and run the CLOSE BATCH process.
- Run the Auto Charge process - After entering charges/credits and payments, run the AUTO CHARGE process to update the system.
- Print - DELINQUENT PAYMENT NOTICES and run the BATCH NOTICE PRINTING process.
- Update Contract Information - Enter new contracts and make updates as necessary to existing contracts,
using the CONTRACT WINDOW.
- Run the Worklist Report/Process - Check the WORKLIST and run it, if necessary, to work scheduled contracts.
- Pay bills - Enter all bills as you receive them, using the PAYABLES JOURNAL window.
- Print Checks - run the PRINT CHECKS process to pay bills and/or refund contract payments.
- Back Up the System - Regular backups are critical. As you become more dependent on computer
equipment, the need to protect your investment by backing up daily to floppy disks or
backup tape becomes critical. Making backups using a tape drive is faster and
more reliable.
It is best to back up your data every time you use the system. Making a backup
allows you to restore your data should there be any problems. You should the TEST FILES procedure to be sure of the integrity of your data. If necessary, run the REINDEX AND OPTIMIZE PROCESS.
Warning: Always maintain at least two backups of your data. Never backup your data
over your only prior backup disks. Keeping a backup copy off site is a good idea
in case of theft, fire or other damage to your working copy or primary backup.
You should regularly check the integrity of your backup copies.