Once the Client Profile has been completed and saved, the Meters Profile Tab, the Routes Tab, Transaction Type Tab and Skip Codes/Penalty Tab now are enabled. If the tabs are not enabled, it means the client information has not yet been saved.

For each client, there is a specific set of transaction types that can be set or are allowed. When an employee calls in to report work performed for a client, only transactions appearing in this list can be logged against the client.

The Transaction Types Tab will display all the transaction types that are applicable to the client.

Call backs Check Read, Commercial, Residential, Apartments, etc are examples of transaction types.

If the client is being set-up for the first time, there will be no transaction types. They will need to be set-up first. A message will be shown indicating that there no Transaction Types created.

The following information is required when a transaction type is entered. Transaction Code, Transaction Description, Bill Rate Per Meter, Pay Rate Per Meter, the start date of this transaction type, the end date of this transaction type and the account type created in the above section.

Mandatory fields are noted with a *

The Bill Rate is the amount per meter that will be charged to the client for this transaction.

The Pay Rate is the amount per meter that will be charged to the meter reader for this transaction. This amount may be zero if in-house full-time staff are reading meters.

The Bill Rate must be higher than Pay Rate.

Once the account type is attached to this transaction, the account type can no longer be deleted.

Click the   button to add a new transaction type.

If the transaction type is successfully added, the new transaction type will appear on the page within a table.

Click the   button to edit the transaction type. Click Save changes to save any updates.

Click the   button to delete the transaction type. Note, the transaction type can only be deleted if it has not been used in logged transactions. More on logged transactions later in the document.

Note: Transaction Types are specific to a client. If multiple clients are set-up under one company, each client will have their own set of transaction types. Transaction types for other clients can be setup as required once the client profile has been completed each client.