The "Days Monitored" on the “Accounting” screen is wrong, even after updating the start date.
This count reflects when the event was activated. Like most other aspects of the system, you must adopt SOP’s that keep things up to date in real time. This is by design: by forcing users to maintain the records the same day, it improves accuracy, accountability and minimizes mistakes and potential theft/fraud.
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Creating, Managing & Concluding a Monitoring Event
NOTE: many of the images in this document haven't been updated to include some of the latest system changes, but still serve as useful illustrations for the purpose of this document. Please keep this in mind when consulting the images. Video ...
How do you determine a client’s payment due date?
This is a process change- don't think of them having a due date; they have a date they will become delinquent. Put another way, they have a number of days until they will be delinquent. When a client calls in and asks the ‘due date’, some example ...
Activating Monitoring Events on Existing Clients
Activating Legacy Client Monitoring Events A major part of the on-boarding process is taking existing clients and adding them to the Aguardion system. Much of this is accomplished by the Aguardion onboarding team, but a few steps are still required ...
Custom Note Types
Aguardion Custom Note Types Custom Note Types are Admin-configurable only. To configure custom note types - an admin user will need to expand the Administration tab and select 'Manage Note Types'. On this screen, users will be able to add, delete, ...
I posted a payment a day late, what do I do?
Post them in real time if you can. If it is late, the pool will still deduct the daily rate, even if the balance goes negative. Once you post the payment, the balance will be correct. Posting payments late or early isn’t nearly as big of a problem as ...