Rate Management
SMART360 Utility Configuration & Rate Management FAQs
1. What is Rate Management in SMART360?
Rate Management in SMART360 allows administrators to create, update, search, view, and delete pricing structures for utility services. It ensures accurate billing by managing rates associated with different utility services.
2. How can I add a new rate in SMART360?
To add a new rate:
Select the desired Utility.
Click on the Manage Accounts tab.
Go to the Rate tab.
Click on Add New Rate.
Fill in the required details:
Rate Name
Description
Applicable Pricing Structure
Click Save to add the new rate.
3. What fields are required when adding a rate?
The mandatory fields include:
Rate Name
Description
Applicable Pricing Structure
4. Why is my rate not saving?
Ensure that all mandatory fields are filled. If the issue persists, check for validation errors or try refreshing the page.
5. What should I do if I can’t access the Rate tab?
Contact your system administrator to verify and assign the necessary permissions to access the Rate tab.
6. Where can I view all existing rates?
7. What details are shown in the rates list?
The rates list displays:
Rate Name
Pricing
Applicable ServicesRoomKey PMS Support+2sidgs.atlassian.net+2RoomKey PMS Support+2
8. How can I view details of a specific rate?
Click the eye icon next to the desired rate in the Rate tab to view its details.
9. What if the eye icon is not visible for a rate?
The rate may be inactive or deleted. Only active rates can be viewed.
10. How do I edit a rate?
To edit a rate:
Click the Edit button next to the desired rate.
Update the necessary fields.
Click Save to apply changes.
11. Why can’t I see the Edit button for a rate?
The rate may be finalized or archived, or your account lacks editing permissions. Contact your system administrator for assistance.
12. Why are changes to a rate not saving?
Ensure all required fields are completed. If issues persist, try refreshing the page or clearing your browser cache.
13. How can I search for a specific rate?
Use the search bar in the Rate tab and enter relevant keywords related to the rate you're looking for.
14. What to do if no results are found during a rate search?
Check the spelling of your search terms, use broader keywords, and ensure that filters aren't hiding the desired results.
15. Why is the rate edit form not loading?
Check your internet connection and refresh the page. If the problem continues, try re-logging into the system.
16. How can I sort or filter the list of rates?
Use the sorting and filtering options available within the Rate tab to organize the list according to your preferences.
17. What if the search feature is not responding?
Ensure you have a stable internet connection. Try refreshing the page and clearing your browser cache.
18. How do I verify if a rate is active?
Check the rate’s status in the list. Inactive rates are often greyed out or not clickable.
19. Can I delete a rate?
Yes, if your permissions allow it. Select the rate and use the delete option to remove it.
20. What happens when a rate is deleted?
The rate becomes inaccessible and will no longer apply to any utility billing.
21. What causes missing rates in the list?
Filters may be hiding some rates. Also, ensure that rates were added for the selected utility.
22. Can special characters be used in rate names?
Avoid using special characters or unsupported formats in rate fields to prevent errors.
23. What is the purpose of the Manage Accounts tab?
The Manage Accounts tab allows access to configure various aspects like rates and contracts for selected utilities.
24. How can I ensure accuracy while entering rate details?
Review the rate name and pricing structure before saving. Double-check for typos and ensure all information is correct.
25. Can I search rates by service name?
Yes, use the service name or part of it in the search bar to find related rates.
26. What to do if rate details aren’t loading?
Refresh the page and ensure the rate is active and correctly configured. If the issue persists, contact technical support.
27. Are there any restrictions on file formats for uploading contracts?
Yes, only supported formats like PDF, DOCX, etc., are allowed for uploading contracts.
28. How can I add a new contract in SMART360?
To add a new contract:
Navigate to Utility Setup.
Select the desired Utility.
Go to Account Management.
Click on the Contract section.
Click Add.
Enter the required details.
Upload the contract file.
Click Submit to save the contract.
29. What if my contract upload fails?
Check the file size and format compatibility. Ensure the file is not corrupted and meets the system's requirements.
30.29. Can contracts be edited after uploading?
Yes, provided the contract is in an editable status and you have the correct permissions.
31.30. How can I view all existing contracts?
32.31. How do I search for a specific contract?
Use the search functionality within the Contract tab by entering relevant keywords related to the contract.
33.32. What happens if mandatory contract fields are missing?
The system will prevent submission. Ensure all required fields are filled before proceeding.
34.33. Why can’t I see the Contract option in Account Management?
Your user role might not have the necessary access rights. Contact your system administrator to gain access.
35.34. Can I delete a contract?
Yes, if the system allows and you have appropriate permissions. Select the contract and use the delete option.
36.35. How can I ensure I have proper permissions?
Contact your system administrator to review and assign appropriate user roles and permissions.
37.36. What if I still can't resolve a rate or contract issue?
Log out, clear your browser cache, and try again. If the issue persists, contact technical support for assistance.
38.37. Why do I need to refresh after adding or editing a rate?
Refreshing ensures that changes are reflected and the updated system state is loaded.
39.38. What is the significance of the red asterisk in the form fields?
A red asterisk indicates mandatory fields that must be completed before saving.
40.39. How do I know if a rate is applied correctly to a utility?
Verify its listing under the Rate tab and confirm its configuration matches the utility service.