Permits


 

Adjust Unbilled Reservations

 

Overview

This article will show you how to use the Bulk Time Adjustment Wizard to adjust times for un-billed reservations. Due to financial impact, billed-out reservations must be adjusted individually.

Instructions

  1. Navigate to Facilities > Permits
    facilities_permits.jpg
  2. Next to the Permit #, select to either Create a New Permit or Lookup an existing permit
    select_create_permit_or_look_up_permit.jpg
    • new.png New Permit: View our article Create a Facility Permit for more information
    • lookup.png Permit Lookup:
      lookup_existing_permit.jpg
      • Customer Name: Lookup the account
      • Date Range: Enter a date range
      • Search: Click Search
      • Results:
        select_permit_from_the_results.jpg
        • Select your Permit
  3. Select the Adjust Permits button
    select_adjust_unbilled_permits.jpg
  4. Use the Bulk Adjust Permits tool
    use_the_bulk_adjust_permits_tool.jpg
    • At Facility: Choose the facility that contains the reservation(s) you want to adjust
    • Between: Create a From Date and To Date date range
    • Starting AtEnding At: Create a time range
    • Days of the Week: Select specific weekdays 
    • Change Times To: 
      • Start Time: Choose either a Specified Start Time (specific time) or a Relative Start Time in Minutes (eg: 2 minutes after current start time)
      • End Time: Choose either a Specified End Time (specific time) or a Relative End Time in Minutes (eg: 2 minutes after current end time)
    • Cancel Unbilled Permits: Select to cancel unbilled permits
  5. Click Apply Adjustment
    select_apply_adjustment.jpg



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback