☑️ Entering a Metered/Piped Water Reading in ParcVu Desktop
Last updated 3 months ago
Utility Billing Is Now Available in ParcVu Online!
This function is now available in ParcVu Online! For the best experience, we recommend switching to ParcVu Online to ensure you always have access to the latest features
Continue Using ParcVu Desktop:
To use this function, the user must have the Allow Fuel Processing permission
In addition, for Limbo Accounts, the User needs the Edit fuel & jobs on limbo accounts permission - if the User does not have this permission, the Fuel and Jobs section will not appear in ParcVu Desktop if the Account is in Limbo
From an Owner Account, go to Metered Water/Piped Water from the navigation menu on the right hand side (depending on which Gas Type is set against the Pitch)
If you see Fuel and Jobs… but no menu options underneath, click on Fuel and Jobs… and the menu will expand
Where you see ‘…’ after a navigation option in ParcVu Desktop, this means that the menu has been compressed to make the screen easier to read. Clicking on the title expands the menu again
The ‘Metered Water Details’/ ‘Piped Water Details’ screen will be displayed, any existing readings will be displayed
To enter a new reading, click ‘Add Reading’. To update an existing reading, select the reading from the list and click ‘View Reading’
Add a Reading when a Customer is new to the Park, they move to a new Pitch, you’re managing Utilities in ParcVu Desktop for the first time, or a new meter is installed
View and update an existing Reading when you need to bill the Customer for their usage. For example, when regular monthly/quarterly meter readings are done, when a new meter is being installed or when the Customer plans to move Pitch
For Piped Water rather than entering opening and closing readings, a single record is done when you’re ready to bill a customer
Enter the required details and click ‘OK’ once complete
You can Delete Reading if a Reading has been added in error and the Reading has not yet been invoiced
Meter readings cannot be reversed once the invoices are posted in ParcVu Desktop. We therefore recommend all Users are aware of what a reading appearing in red means, and that meter readings are always sense-checked prior to invoicing
Entering an Opening Reading
Follow the, ‘Finding an Owner Account’ section.
Once in the required ‘Account Details’ screen, from the Fuel & Jobs section on the navigation list, select ‘View Metered Water’
The ‘Metered Water’ screen will be displayed. From the Navigation list on the right, select ‘Add Reading’.
In the ‘Metered Water Details’ screen displayed, enter the ‘Start’ Reading Date using the drop-down Calendar at the side of the field, then, type in the ‘Opening Reading’.
Click ‘OK’ and the details will be displayed on the screen.
The ‘Opening’ Metered Water Reading is now recorded to the Owner Account.
Entering Further Readings
Follow the ‘Finding an Owner Account’ instructions.
Once in the required ‘Account Details’ screen, select ‘View Metered Water’ from the Navigation list on the right. The ‘Metered Water Details’ screen will be displayed.
If this is the first time since setting up the ‘Opening Reading’, select ‘View Reading’ from the Navigation list on the right.
The ‘Start Reading’ and Date will be displayed in the ‘Metered Water’
Details screen enter the ‘Closing Date’ using the drop-down calendar at the side of the field, and type in the ‘Closing Reading’.
Click ‘OK’. The details will then be displayed on the screen.
For the Charge to be posted to the Owners Rent Ledger Account, you must select ‘Site Charges Invoice’ from the Navigation list on the
right-hand side of the screen.
Select whether you would like to print an invoice from the message shown.
The charge will now be posted to the Owner Rent Ledger Account, a ‘Posted On’ date will be entered to the Reading.
Click on the arrow at the top left of the screen to return to the ‘Account Details’ screen.
To check that the ‘Charge’ has been entered on the Owners Rent Ledger Account, select ‘View Rent Ledger’ from the Navigation list on the right.
The Owners Rent Ledger Account will then be displayed, showing the New Metered Gas Charge.
Note: The figure appearing at the bottom of the screen in the ‘Balance’ column, is always the Owners current ‘Outstanding Balance’
Click on the arrow at the top left of the screen to return to the Owners ‘Account Details’ screen.
The Metered Water Reading is now complete. For any subsequent Readings, select ‘Add Reading’, the previous Closing Reading will be displayed as the new Opening Reading, and the New Closing Reading and Date can be entered.