Updated Articles | Page 29 | Energy Force Help Center

Adjust Settlement Schedule on Merchant Gateway

Last Updated: 10/31/2023 in Knowledge Base Energy Force Portal Merchant Gateway

The settlement schedule will set the time that the settlements process will initiate for the desired processor. This doesn’t reflect the payment posting times in Energy Force. Please update Energy Force time zone in the Merchant Maintenance table fo...
Monitor / Tank Swap Process

Last Updated: 10/31/2023 in Knowledge Base Energy Force Remote Tank Monitor RTM Setup

If a monitor is switched to a new customer tank in Energy Force, or a different monitor is being applied to a tank, the following steps will need to be made to ensure the transfer is completed properly. Access the tank monitor website prior to mak...
Save and Search in Customer Vault

Last Updated: 10/31/2023 in Knowledge Base Energy Force Portal Merchant Gateway

Save a Payment Method in Customer Vault Payment methods can be stored in a secured Customer Vault in the Merchant Gateway to allow for future card processing and automatic payments from Energy Force. Add Customer Payment Method to the Customer Vau...
Post a Sale into Energy Force

Last Updated: 10/31/2023 in Knowledge Base Energy Force Energy Force User Guide

From the Master Menu, select Posting Menu . Choose Enter Sales . On the Please Select a Sales Journal window, select Create . Enter the Division for the Sales Tickets. Enter the Date of the tickets delivered. Enter the User ID . C...
Troubleshooting Posting - Energy Force

Last Updated: 10/31/2023 in Knowledge Base Energy Force Energy Force User Guide Payment Posting

Department Summary Dollars Does not Match Journal Dollars Determine the amount off by subtracting the Journal dollar amount from the Department Summary amount. Then find out which customer or line item is not included in the Department Summary. Wri...
Deferred Billing - Energy Force

Last Updated: 10/31/2023 in Knowledge Base Energy Force Deferred Billing

Deferred Billing bills customers for their usage based on Remote Tank Monitor readings. Deliveries are made to an inventory department at $0 and once a month they are billed for their usage at the average price for the month. Rules Monitor rea...
Updating Energy Force

Last Updated: 10/31/2023 in Knowledge Base Energy Force Energy Force Other

To update Energy Force or access the Energy Force release notes from within the application: Go to Help / Check for Update in Energy Force. The Current version and the New version numbers of Energy Force displays. Select Version Docume...
Maintenance Table Settings

Last Updated: 10/31/2023 in Knowledge Base Energy Force Energy Force User Guide Maintenance File Management

To enter or change ANY of the Maintenance Table settings: From the Master Menu, go to Supervisor Menu / Maintenance / Maintenance Tables . Select the appropriate maintenance file. Choose View to review table information or Edit /Create to ...
Inventory Setup

Last Updated: 08/03/2023 in Knowledge Base Energy Force Remote Tank Monitor RTM Setup

Remote Tank Monitors Remote Tank Monitors must exist in the Tank and Meter Inventory program before they can be applied to a customer tank. Navigate to Main Menu / Master Inventory Menu / Tank/Meter Maintenance . Press Ctrl+C to create new ...
In Cab Truck Hardware Request Form

Last Updated: 05/09/2023 in Forms

This form will determine what type of hardware is needed for your new truck. Contact First Name: Contact Last Name: Contact Email: What software are you using in your trucks today? Agvance Energy EnergyTrack ...