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Utility billing vs general ledger daily balance check

Every morning, compares each day's payment total in utility billing with the cash receipts journal entry in Munis. Days that don't match, or have no journal entry, are emailed to finance with the difference.

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This flow

6 steps

StartsOn a schedule
SystemsUtility billing (CIS), Tyler Enterprise ERP (Munis)
Branches0
Stored recordsNone: pass-through
§ The flow

The whole flow, as it appears on the canvas.

Scroll sideways on small screens. Colors show the kind of step: start, read, change, decide, write.

Flow diagram: Utility billing vs general ledger daily balance checkEvery morning, compares each day's payment total in utility billing with the cash receipts journal entry in Munis. Days that don't match, or have no journal entry, are emailed to finance with the difference.Weekdays at 7 amOn a scheduleUtility billing daily totalsGet records · Utility billingMunis journal entriesGet records · MunisCash posted per dayMap fieldsBilling vs ledgerReconcileEmail finance thedifferencesSend email
StartReadFilesDatabaseChangeDecideWriteAct
§ Step by step

What each step does.

  1. 01 · Start · On a schedule

    Weekdays at 7 am

    • Weekdays at 7:00 am (workspace time zone)

    Then: Utility billing daily totals; Munis journal entries

  2. 02 · Read · Get records · Utility billing (CIS)

    Utility billing daily totals

    • Reads Daily totals (for balancing) from Utility billing (CIS)
    • At most 60 records per run

    Then: Billing vs ledger

  3. 03 · Read · Get records · Tyler Enterprise ERP (Munis)

    Munis journal entries

    • Reads Journal entries from Tyler Enterprise ERP (Munis)
    • Filter: source=UB
    • At most 500 records per run

    Then: Cash posted per day

  4. 04 · Change · Map fields

    Cash posted per day

    • Shapes each record into 3 fields: date, journal, amount

    Then: Billing vs ledger

  5. 05 · Decide · Reconcile

    Billing vs ledger

    • Reconcile

    Then: Email finance the differences; Email finance the differences

  6. 06 · Act · Send email

    Email finance the differences

    • Emails [email protected]: “Utility billing and the ledger differ on {{count}} days”
    • One summary email
    • Records attached as CSV
§ Systems

Connectors used

Swap any of them for another system with the same kind of data.

§ Next

Keep exploring

ExampleMeter reads from AMI to utility billing with zero-read checkExampleMunis paid checks to the bank positive pay fileExampleNew hires from NEOGOV to Munis (employee and payee vendor)ExampleDaily payment file from Paymentus posts to utility billing

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