System Procedures

During the course of a typical work day, users of The La Crosse System must perform certain procedures in order to properly update and maintain system data. The system procedures below are listed in daily, weekly, monthly, quarterly, and yearly categories, as well as by module. Click on a title below to view a section.

Common Data Entry Procedures | Daily Procedures | Weekly Procedures | End of Month Procedures | Quarterly Procedures | End of Year Procedures

Accounts Payable | Accounts Receivable/Billing | Collections | Contracts | Fixed Assets | General Ledger | Inventory | Payroll | Purchase Order | Sales Management | Service | Tele-Sales | Backups | Fixes | Crunches

Common Data Entry Procedures

• Adding a Customer

• Adding a New Contract

• Adding New Items to an Existing Contract

• Entering an Accounts Payable Invoice

• Entering a Cash Sale (Enter 3 for "Cash" in Invoice Entry or Order Entry)

• Creating an Installment Purchase Order Invoice

• Unreceiving an Item Received Through Purchase Order (Change the quantity received of a PO line to a number less than what it was before in Purchase Order File Maintenance program)

Daily Procedures

• Accounts Payable Daily Procedures

• Accounts Receivable Daily Procedure

• Collections Procedures (Automated)

• Collections Procedures (Manual)

• Coupon Daily Procedures

• Inventory/Purchase Order Daily Procedures

• Order Entry Daily Procedures

• Purchase Order Daily Procedures

• Service Daily Procedures

Weekly Procedures

• Inventory/Purchase Order Weekly Procedures

End of Month Procedures

• Accounts Payable Monthly Procedures

• Accounts Receivable/Billing Monthly Processing Procedure

• Accounts Receivable/Billing End of Month Chain

• Collections Monthly Procedures

• Contract Billing Monthly Procedures (Base Rate Only)

• Contract Billing Monthly Procedures (Meter Billing)

• Contract Next Month Preparation Procedures

• Coupons Monthly Procedures

• Fixed Assets Monthly Procedures

• General Ledger Monthly Reconciliation

• Inventory End of Period (Month, Quarter, Year) Procedures

• Purchase Order Monthly Procedures

• Payroll Monthly Procedures

• Service Monthly Procedures

Quarterly Procedures

• Inventory End of Period (Month, Quarter, Year) Procedures

• Payroll Quarterly Procedures

End of Year Procedures

• Accounts Receivable/Billing Yearly Procedures

• Fixed Assets Yearly Procedures

• General Ledger Yearly Procedures

• Inventory End of Period (Month, Quarter, Year) Procedures

• Purchase Order Yearly Procedures

• Payroll Yearly Procedures

Accounts Payable

• Accounts Payable Daily Procedures

• Accounts Payable Monthly Procedures

Accounts Receivable/Billing

• Accounts Receivable Daily Procedures

• Accounts Receivable/Billing Monthly Processing

• Accounts Receivable/Billing End of Month Chain

• Accounts Receivable/Billing Yearly Procedures

• BCL Download Instructions (Rev 14)

• BCL Upload-Cash Posting Instructions (Rev 14)

• Lanier Download Instructions (Rev 14)

• Lanier Upload-Cash Posting Instructions (Rev 14)

• Wells Fargo Download Instructions (Rev 14)

• Wells Fargo Upload-Cash Posting Instructions (Rev 14)

Collections

• Collections Procedures (Automated)

• Collections Procedures (Manual)

• Collections Monthly Procedures

• Credit Alert Procedures

Contracts

• Contract Income Recognition Procedures

• Contract Rental Procedures

• Contract Billing Monthly Procedures (Base Rate Only)

• Contract Billing Monthly Procedures (Meter Billing)

• Contract Next Month Preparation Procedures

• Meter Reading Procedures

• Contract Billing New User Procedure

• Meter Reading by Fax Procedures

• Meter Email Request Procedures

Fixed Assets

• Fixed Assets Monthly Procedures

• Fixed Assets Yearly Procedures

General Ledger

• General Ledger Monthly Reconciliation Procedures

• General Ledger Yearly Procedures

Inventory

• Inventory/Purchase Order Daily Procedures

• Inventory End of Period (Month, Quarter, Year) Procedures

• Physical Inventory Procedures

• Inventory/Purchase Order Weekly Procedures

Purchase Order

• Creating an Installment Purchase Order Invoice

• Purchase Order Daily Procedures

• Purchase Order Monthly Procedures

• Purchase Order Yearly Procedures

• Purchase Order Variance Procedures

Payroll

• Payroll Procedures

• Payroll Check Voiding Procedures

• Payroll Monthly Procedures

• Payroll Quarterly Procedures

• Payroll Yearly Procedures

Sales Management

• Sales Management Procedures

Service

• Service Daily Procedures

• Service Monthly Procedures

Tele-Sales

• Tele-Sales Procedures

Backup Procedures

• Backup Procedures (SuperDos) (Please contact support@lacrossesoftware.com)

• Full System Backup Procedures (Please contact support@lacrossesoftware.com)

• Program Backup Procedures (Please contact support@lacrossesoftware.com)

Fixes

• Fix System Freeze

Crunch

• Performing a Crunch on Drive 5 STAPE (SuperDos)

• Performing a Crunch on Drive 5 O.STAPE

• Performing a Crunch on Drive 6 STAPE (SuperDos)

• Performing a Crunch on Drive 6 O.STAPE

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