Third Quarter, 2005 - Sandy Beaches Software
Contents
1. W User Selectable Description Generic Work Order Notity Group TECH Duration fe A hours Allow override 3 2 gt INTELEflow enables you to define events and esca late them based on pre determined timelines Third Quarter 2005 Page 2 IMPROVING YOUR BOTTOM LINE Message from the President Our mission state ment says We will constantly strive to enhance our software in order for our cus tomers to successfully compete in a rapidly changing indus try For the 16th year we are meeting this commitment Sandy Beaches Software SBS has rolled out a CABS billing module at a price of 500 per month or 2 of billed revenue We have beefed up our prepaid module allowing customers to back out pre paid invoices that went unpaid and enhanced our cable billing processes Our staff completely revamped the commission module allowing more flexibility and the ability to recalculate commissions at any time SBS reworked marketing mes sages to allow clients to determine the message assigned to each cus tomer s invoice At the same time we backer pages on different customers invoices using the same selection criteria Selective inserting has been added to enable different inserts to be placed in selected customers in voices We stopped placing return envelopes in 0 balance invoices or invoices that are paid automatically by credit card The format of the invoices has been moder2. ported the possibilities are endless as far as graphics and layout Teaming filtering capa bilities for marketing mes sages multiple backer op tions and intelligent in serting provides InTELE bille users with an adver tising three pronged attack for successful marketing campaigns Page 3 Barcodes Increase Accounting Efficiency InTELEbilI is capable of print ing a barcode containing vital in voice information in the remit por tion of an invoice This invoice in formation may be scanned directly into INTELEbiII saving an AR de partment s time and improving accounting accuracy The barcode scanning equip ment specifications are flexible and relatively inexpensive The feature works with Code 3 9 sym bology In order to enable the feature within InTELEbille go to Update Screens Reference Resellers Choose Barcode Type 39 Code 3 9 The process is repeated for SAID WHAT and manually batched This feature benefits not only a cli ent s accounts receivable department but their entire company due to im proved accuracy and speed SBS is happy to provide this feature free of charge to our clients multiple resellers To process scanned payments go to Update Screens Accounting Electronic BatchProcessing Scan A R Transactions The payments are scanned in batches according to transaction Please notify our operations staff type e g checks money orders 405 603
3. 6150 x101 no later than etc one week prior to the next billing cycle Insert the proper transaction run in which the barcodes will appear code and move the cursor to the on the invoices We will be to happy to scan line field to begin scanning ensure barcodes are properly imple Once the batch is complete click mented okay Then the batch AR screen will appear Verify the batch results and post them Customers not paying the exact amount due should be separated Barcode Type Scan invoice transactions using a barcode 3 9 format Third party verification TPV files are integrated with INTELEbilI s electronic provisioning process The system works with data received from the TPV provider VoiceLog www voicelog com Order files are stored within the customer record for retrieval Previously the third party verification process was separate from the main billing and customer care platform By integrating the verification record into both the provisioning process and the customer file the speed and efficiency by which clients can turn up and service new accounts improved said Jeff Lytle president of Sandy Beaches Software New orders can be evaluated and subsequently released or Suspended based on verification criteria Using the Voicelog Web Interface product clients are able to retrieve the verification record from Voicelog and play it back real time for the customer CSR Tips amp TRICKS Tax Viewer Answers
4. Questions Quickly Telecom taxes can be one of the most confusing items on an invoice for a customer and gener ate customer service calls With the help of INTELEbiII s tax de tail button you can walk the cus tomer through their taxes item by item It enables you to answer their questions quickly and effi ciently Simply go to the Billing Register Tab on the Customer Information Screen Highlight the invoice date in question and click the View Taxes Button A box will appear displaying the juris diction who is collecting it e g Federal State County etc It also G L CODES AVAILABLE displays tax type dollar amount how it is calculated rate or per line the number of applicable lines the rate and finally the amount billed Can I Get a Copy of My Invoice Need to get a copy of an invoice to a customer ina hurry Simply click the e mail button under the billing regis ter tab on the customer infor mation screen In order for this feature to work you need to be set up for this feature in global settings Go to System Maintenance Global Set tings SMTP Settings and add your e mail information Keep General Ledger Program In Synch New functionality within the accounting portion of InTELE bille provides integration with external accounting packages InTELEbille has a general ledger maintenance function that allows all transactions commissions products and services to be tracked with a gen
5. Sandy Beaches Software 8208 N Glade Ave Oklahoma City OK 73132 Phone 800 982 6221 x103 E Mail suzy lytle intelebill com www intelebill com Address Service Requested me Comptel AZ ASCENT MEMBER PRST STD US Postage Paid OKC OK Permit 2177 Page 4 SBS Staff Member Spotlight Scott Roberts SBS IT Director Our staff member spot light shines on Scott Rob erts software developer and director of the IT de partment Scott came to Sandy Beaches Software in June of 2002 Scott holds a B S in Computer Science from the University of Oklahoma His previous experience in cludes software design within the convenience store and hotel industries Scott has been an integral part of many enhance ments to InTELEbill since his arrival at SBS Some of the enhancements include the GUI interface CABS INTELEflow sign up plans and commission restructur ing His quirkiest program ming experience was writ ing a herd software pack age for a dairy It involved among other things track ing the romantic esca pades of the animals He remarked Some of the data gathered fell into the TMI too much informa tion category In his spare time Scott enjoys volleyball watching OU Football and boating He is engaged to a profes sor of pharmacy at the Uni versity of Oklahoma Scott welcomes cus tomer input I like the challenge of enhancing o
6. ase sales These messages will prove to be a valuable tool for service providers as they introduce new products to their existing customer base commented SBS president Jeff Lytle Criteria for the messages may be filtered on any field associ ated with the account service type Zip code sales rep etc Users are then able to create and preview messages on the fly prior to printing Clients use the filter function to target products to the appropriate audi ence remarked Luis Aita of the operations depart ment One SBS client added a frame relay product avail able in only one of the many cities they serviced They advertised frame re lay service to the business customers in that city The client was also running a referral program for resi dential customers The message promoting the referral program for resi dential customers was sent in the same billing cycle as the frame relay ad Aita said The back of the invoice is another potential area to advertise to customers Although it is traditionally used to display disclaimer information contact infor mation and or consumer rights policy the backer is virtually another billboard We even have clients who have sold ad space on their backers to other com panies recalled Aita have sold ad space on their backers to other businesses recalled Aita Because this is a docu ment created outside of InTELEbille and then im
7. eral ledger coding system An export option is available in virtually any format The valuable general ledger information can be imported into the accounting package of your choice The codes may be set up by the accounting depart ment or added on the fly when setting up a new service The general ledger tab is located under Update Screens Accounting General Ledger Maintenance Month ear 05 05 Cycle Include Commission
8. iant ene with the California PUC This dem onstrates again SBS commitment to quickly adapting to changes in the Industry without penalizing our clients said SBS president Jeff Lytle For additional information about backer set up contact customer ser vice at 405 603 6150 x101 Go WITH THE FLOW Workflow Module Now Available InTELEflow is a workflow escalation management module integrated with the InTELEbill product INTELEflow helps streamline your organization and increases productivity by ensuring the right people are involved in order to achieve timely completion of mission critical items Events won t fall through the cracks because accountability is built in The escalation process is a key component to the system If an event isn t completed higher levels of management will be notified to resolve Inside this issue Message from 2 Jeff Lytle Cheap Advertising 2 Barcodes Available 3 Third Party Verifi cation Integration CSR Tips amp Tricks 3 General Ledger 3 the issue Todos InTELEflow enables you to define Staffmember 4 events including trouble tickets instal Spotlight lation turn up and collections follow up correspondence The personnel needed to carry out these events are notified based on your timelines INTELEflow is 100 00 month for SBS customers To see an online demo contact us at 405 603 6150 x 100 Event Definitions Code Wo Event Type w l0 x
9. nized Samples are available at www InTELEbill com In the tax arena InTELEbill cli ents can now offer flat rate long dis tance and properly split the taxes between interstate and intrastate service The application now allows the customer service representative to see each tax assessed on the in voice the tax rate as well as the tax able amount All these changes and modifica tions were completed and added at no charge to our clients And we still have a lot on the drawing board Before the end of the year believe we will have Elec tronic Data Interexchange provi sioning completed with SBC and Verizon We are reworking the billing reg isters and improving the reconcilia tion processes Finally we are com piling a new user s manual and will have this available by Thanksgiving If you have any other enhance ments that will help to improve your bottom line or need more informa tion on how to use any of these fea tures please don t hesitate to con tact me Jeff Lytle at 405 603 6150 x104 YOUR ADVERTISEMENT HERE Use the Customer Invoice as a Tool to Add More Revenue Rolling out a new ser vice and wanting to cross sell to existing customers Needing better product penetration in a certain geo graphic area Look no fur ther than your customer s invoice Utilizing the new flexibility in marketing mes sages and invoice backers can prove to be an effective AND inexpensive way to in cre
10. ur software to the point of exceeding customers expectations Our pro gramming staff is very open to customer sugges tion Client input is crucial as we Strive to continually improve InTELEDbill said Scott Scott s talent and dedi cation is a valuable re source to both SBS cus tomers and staff The Newsletter From Sandy Beaches Software Third Quarter 2005 INTELENEWS IMPROVED FLEXIBILITY FOR Customizable invoice back ers are now available within In TELEbiII SBS clients conducting business in various states have the ability to create multiple in voice backers within the same billing cycle Recent California legislation contained in the California Con sumer Bill of Rights maintains that service providers are re quired to provide information on invoices that is specific only to California This created the need for multiple backers tomer All InTELEbille users can b fit from the change because the nect with the customer base see page 2 for a related story within the same billing cycle Invoice backers are definable at the account level and may be filtered on any field associated with the cus backer is yet another vehicle to con Service providers conducting business in California and other states now have the ability to create multiple invoice backers INVOICE BACKERS We enhanced this portion of the product at no cost to our customers so that they could remain compl
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