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addition, we have included powerful 3rd Party and Co- tenant functionality to ensure that the complete range of account relationships handled by the utility is covered. (Please note: SMS capability is dependent upon the utility having a relationship with Yd party vendor, Integration services are not included in the standard enQuesta SOW. S &S can recommend providers we have worked with in the past.) Storage, Retrieval, and Delivery History for enQuesta- Generated Documents If a utility uses the enQuesta Document Designer tool to create documents (Letters, Work Orders, Bills), these documents can now be viewed in PDF format directly from the Inquiry Portal — in context of the account being viewed. The display includes details such as Delivery Methods (Email, Paper, and Text), Delivery Dates, and Statuses. In addition, the CSR is able to resend the documents directly from the Inquiry Portal interface. Notepad Expiration Date enQuesta now provides the ability to have expiration dates on user - defined notes. Expiration dates can be set up at the time of creation. All system - generated notes will also generate an expiration date if the Notepad Types Expiration Days are configured to expire. enQuesta General Ledger Expansion The enQuesta system was enhanced to allow for flexible GL Account Number formats. The GL account number can now be up to 80 characters. In addition, new Look Up functionality has been created to allow for GL Account Descriptions or Segment Fields to be retrieved from the database in real -time. Billina Algorithm Tool With the latest version of enQuesta, the Billing Algorithm Tool enables one rate to act differently for different accounts based on specific account attributes. It enables utilities to modify specific billing -rate functions dynamically according to variables at the account, premise, service, meter, or item level. The Billing Calculation normally applies billing rates even - handedly across all accounts. However, a utility may sometimes want to target- modify (at the account level) an ordinarily - fixed element of a rate (an operand). Examples of such modifiable operands are step -rate tier size /charge, customer charge, and discount amount. The Billing Algorithm Tool modifies rate operands automatically at the account level according to configurable formulas (algorithms) containing customer - specific variables. Algorithm -Tool formulas can be applied to specific rate operands inside specific rates during Billing Rate setup. For example, the tool could generate a formula for target- modifying a Primary rate's step -tier amount for customer accounts having a particular report code variable or modifying a discount or surcharge amount for accounts in a specific property class. Or, a particular step tier of a particular rate might have its tier size set to zero by a formula — causing the tier to be intentionally ignored during the Billing Calculation. This functionality also works with Item Rates and Item Rate Driver. GL Batch Drill Down A new Accounting Inquiry has been created based on GL batch number that can drill through to the CIS detail data (such as the Billing Register). This interactive reporting feature lets you scrutinize G/L records down to individual transaction records for specific accounts. City of Santa Ana - enQuesta Upgrade Statement of Work Page 7 of 32 Proprietary and Confidential to Systems & Software, Inc. 2/16/2016 Document subject t�t�lifI� Public Records Act