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  1. Incorporate Leslie’s Monthly Billing Checkup actions into monthly billing

  2. Use PCR-360 native PDF generation and customer account tracking to replace https://docs.google.com/spreadsheets/d/1hPVBU--2cBdEVWQmErZpTNvkiUJkkbjpfq87M33tkyU/edit#gid=0

  3. Batch check deposits (since they’re already tracked in PCR-360) to speed deposit preparation, records, processing

Responsibilities

  • The ICAT team provides PCR-360 as a service to OIT to use for billing administration, supporting the application (using SLA2 servers co-managed by LAP).

  • Indy uses PCR-360 to coordinate TI Telecom service request fulfillment, with integrated billing service/charge changes

  • Indy and Brent use PCR-360 to administer OIT billing:

    • Trigger the monthly PCR-to-Banner JV export

    • Create bills & process payments (checks & CCs) for cash customers

    • Create monthly charges for: Adobe Sign e-signature, 800 Numbers, Expanded Conference Calling

    • Process changes/charges from all "Billing change" requests + credits for all services/charges

    • Charge campus customers for miscellaneous bills paid by OIT

    • Resolve Banner JV load failures

  • Michele handles related tasks:

    • Altering Banner JVs before resubmission to address errors (usually expired index codes)

    • Issuing credits/refunds to cash customers

    • State bond reconciliations for project charges billed to CPC index codes

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