Invoices from Yoder Oil will come in via email to billing@shipshewana.gov. The usage data comes from their technology partner Fluid Secure.
Navigate to https://fluidsecure.net/Account/login and log into the system.
Once logged in navigate to Reports > Transaction Reports > By Date and Time
If you get a notification, read and click ok.
Set the report Transaction Date From as the day after the previous invoice date and the Transaction Date To to the current invoice date. These dates tell the report will generate usage only during the dates billed on the invoice in hand.
Leave the times at the default 12:00 AM
You may filter the results if needed with the following selections. By default the report will generate for all.
This is where you will want to filter the data by fuel type if the invoice is for only one type of fuel. You can do so in the “Product:” filter. When you select this filter you must select the button “Select Individual Product” for the list to come up. Choose the product(s) you want and select the green “OK” button
When you have everything you need entered you can select the green “Generate Report” button.
The report will generate on screen. Review it to make sure the data you require is included. If so select the green “Export to Excel” button to download an excel file of the data.
Navigate to the downloaded file and open it. The file name will look similar to: TransactionReportsByDateTime (2).xlsx
Navigate to the Clerk’s Office Team files. Look in Payables Repository (Claims) > Calculations for the file Yoder Oil – Calculations.xlsx and open it.
Create a new tab at the bottom with the invoice date you are working with.
