How to run a Customer Recurring Audit

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• Run and View Central Station Audit

  Please contact Cornerstone at 847-405-9517 x1 to review the process of generating a Central Station Audit. There are several precursors that take place prior to the generation of the report. Our team will assist you in this process.

• Create New Recurring Charge

  If you have admin permissions: Click File>Setup Wizard>Recurring Charges>Setup Recurring Charge Table>Click Insert>Enter Code & description>Select magnifying glass for GL Code>Select or Insert proper GL>Enter applicable defaults>Enter TAX yes or ...

• Use Recurring Research tool

  You can access Recurring Research via Customer List Icon>Recurring Research or the Reports Icon>Recurring Research. This tool provides a deep dive into your customers' recurring charges and allows you to filter on a multitude of fields. One of the ...

• Move Recurring Charge

  From the customer account, go to the recurring charges. Highlight & select the charge. Click the magnifying glass next to Account>Click Yes Search & select the correct account>Click OK to move the charge.

• Remove Recurring Billings

  From customer account>Click Recurring Charges>Highlight and select the charge(s)>Click the calendar for the Stop Date>Enter Date>Click OK>Click OK to save. Note: If you enter a stop date greater than or equal to the current Next Date, Cornerstone ...