UPN’s Capital Credits system works in tandem with its Utility Billing software, utilizing a single Member Number to combine the total patronage for each consumer. By doing so, UPN can quickly allocate margins without errors or needless repetition of data entry for multiple accounts. Check creation and posting is made simple and succinct, with intuitive general retirement refunds, which even take into account estate refunds and discounting. (Trial calculations are also available.) And consumer account information is always updated in real time, whether it’s in the CIS billing software or the Capital Credits system.

Detailed Capital Credit records are available through a variety of inquiry methods, and users can take advantage of over 30 reports for even more in-depth searches and Year-End comparisons. All reports are viewable on screen, or can be converted into numerous file formats for easy integration into other applications such as Word and Excel.