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Account Track Online (ATO) User Guide

1. Print Confirmation Download Payment Details Make Another Payment Payment Confirmation NOTE If you made this payment prior to 6 00 AM Central time the payment will post to your account tonight If you made this payment after 6 00 AM Central time it will post to your account the following night Please allow up to two business days to complete the processing i e for Paid Items to be shown in your ATO Account Balance Summary Payments made on the last day of the month after 6 00 AM Central time may not be reflected in your monthly statement Remit by Check for residential accounts ONLY Remit by Check creates a remittance statement that requires a check to be mailed in This payment option is only available for residential TRS accounts To remit by check 1 Onthe Pay Online Payment Options page select the Remit by Check radio button Account Track Online ATO User Guide 29 e TRANE Account Track Online ATO User Guide Welcome DSO Dealer Account Number sss South region m Terms And Conditions Statements Manage ATO Account Settings Payment Options Please select an option to pay O Pay by Bank Draft Pay by Bank Draft allows you to pay invoices online You select the items and funds will be debited from the account you enter at signup Currently this account is set up for Pay by Bank Draft with a bank account ending in Change bank draft routing or sccount number Remit by C
2. ssseeemmRee 8 preegihiesltc eee 9 Invoice Snapshot ees re HERR CR E PL EN UR TT Lu tetas ad seek RR URS EE Le e Lk RR eee RETE ERR ks 9 ACCOUNT Balance Detalle iaces vlone nolo CU RERO HORA camp GARE GUN RU RUF LAUREA cue 11 Online Payments From the Last 90 Days sssssenemm een nennen nnn 12 View Open y rA ee eee ie a ei ee es 13 Advariced Invoice Search ciere ies acta sneesanVacncseewecedeancectcvensandnanceatcvenveisdaansestcvantns 15 Peay ORIG 5 onte oie sche utu v RO ca anne LL mI MES 17 Pay By Ab i qc 17 Pay by Credit Card for commercial and part accounts ONLY cccccccccccccecceeeeeeeeeeeeeeees 23 Remit by Check for residential accounts ONLY sssssseeemeeennn 29 Account Track Online ATO The Account Track Online ATO application provides you with the ability to view account balance and invoice information as well as the ability to pay invoices online Account access is available for residential equipment TRS accounts and commercial TCS accounts including parts Functionality allows you to Display online payment and aging data for the selected active account Manage accounts View statements for residential accounts only Load all open account line items Search for invoices Make payments by bank draft Remit payments by check for residential accounts only Make payments by credit card for commercial accounts o
3. tab on the Manage Accounts screen To opt out of paper 1 Select the needed Invoice and or Statements checkbox and discontinue receiving paper copies of invoices and or statements for that account 2 Click on the Save Settings button to save the changes made Confirm any changes Account Track Online ATO User Guide 8 Account Balance The Account Balance screen allows you to see at a glance information about the selected account s statement and payment information To access the Account Balance page click the Account Balance tab in the ATO tabs area The Account Balance page displays This page displays by default upon login e TRANE Account Track Online ATO User Guide Welcome DSO Dealer Account Number om South region x gt Terms And Conditions Statements Manage ATO Account Settings C Inveice Generated Q Invoice Due Both Account Balance Details Online Payments From the Last 90 Days curent wol tes emimaieneme Anam 1 30 Past Due 05 10 2011 128750 Total Account Balance 05 10 2011 128751 sooo 100 1200 140 1500 1800 200 2200 Trane eBusiness 2011 Trane All rights reserved The Account Balance page is divided into three areas e Invoice Snapshot e Account Balance Details e Online Payments From the Last 90 Days Invoice Snapshot The Invoice Snapshot area displays icons in the calendar when an invoice was generated and or is due The area only show
4. Account Details on page 5 for more information How can be notified when invoices are generated for an account and or when an item is due You can sign up for email notifications under Manage ATO Account Settings See Sign up for Email Notifications on page 6 for more information How do I access my statements online See Statements for residential accounts ONLY on page 3 for more information Please note that this feature is only available for residential TRS accounts How do I print a list of open invoices items See View Open Items on page 13 for more information Please note that this feature is only available for residential TRS accounts PAY ONLINE GENERAL How do pay online If you have residential TRS accounts you can pay online by bank draft or remit by check If you have commercial parts TCS accounts you can pay online by bank draft or pay by credit card See Pay Online on page 17 for more information Account Track Online ATO User Guide 37 Can I apply credits to my payment Yes Select any credits on the Select Payment page in the pay online process However take note that the overall payment must result in a debit transaction Why am I seeing a pop up referring to Unclaimed Credits If you have any unapplied unclaimed credits on the account for which you are currently processing a payment then an Unclaimed Credits pop up will display after the Select Payment page C
5. Credits screen will display after selected amount clicking the Process Payment button Click Yes to return you to the Select Payment page where you can select credits to add to the payment Any payment must result in a debit transaction Click No to continue to the Confirm Payment page See step 6 6 The Confirm Payment page opens after clicking Process Payment The page summarizes the transaction Review the item information Options on this page include Remove individual items Click the trash can icon to the left of the item Revise the items on the Click the Edit button payment oo CE e TRANE Account Track Online ATO User Guide Welcome CSO Customer Account Number 2 999 905 L0 Oceanside East gt Manage ATO Account Settings Date PO Number Due Date Amount 02 23 2011 03 25 2011 USD Clicking Confirm Payment approves the items listed above and the payment amount Next you must enter payment details Confirm Payment Trane eBusiness 2011 Trane All rights reserved dinot tan Confirm Payment 7 Click the Confirm Payment button to continue the process Account Track Online ATO User Guide 26 8 The Enter Credit Card Details page opens after clicking Confirm Payment Enter information into the fields in the Credit Card Information and Credit Card Billing Address areas Fields marked with an asterisk are required NOTE The email addre
6. support comfortsite com INGERSOLL RAND IN PROVIDING THIS SYSTEM ACCEPTS NO RESPONSIBILITY OR LIABILITY FOR THE SUITABILITY OF THE SYSTEM IN PROVIDING SPECIFIC RESULTS TRANE SHALL NOT BE LIABLE FOR ANY CLAIMS CAUSES OF ACTION OR DAMAGES ARISING OUT OF OR ALLEGED TO ARISE OUT OF THE USE OR INABILITY TO USE THE COMFORTSITE OR ASDEALERNET SYSTEM UNDER NO CIRCUMSTANCES WILL INGERSOLL RAND BE LIABLE FOR ANY INCIDENTAL CONSEQUENTIAL OR SPECIAL DAMAGES REGARDLESS OF THE LEGAL THEORY ADVANCED Table of Contents Account Track Online ATO 05 1 052222 00990022203202301222112521222023252582 9402500292922 0025402500290 025 002525 1 Elsina SII ted acere a tm rd etae E lc n estan dos ep fecu teta red tee 1 PTO HEADER e 2 Account NUmbOL scs Serie doe eit cec Cad db dca aaron dd pt nu co wirt x Rd wu b 2 Terms and Conditions for residential accounts ONLY sssseeeee 3 Statements for residential accounts ONLY ssessseeeeenenn menn 3 dio H P t C 3 Manage ATO Account Sellizgs o che eere ALD ego rt te adel eco ced IRA aara eenaa 4 P veo Puce E 5 Add New ACCOUNNS ins cic taser tec dr d D HR sa Rr cea Ro cuu E fu dee i ra cua a Ca de eU P ea Tu ca oru du epi La Sce a 6 Sign up for Email NOUTI STIDEISS t sete Me Mee c etse taht etie cst chase n Lied eared 6 Opt Out of Paper for residential accounts ONLY
7. 20 2011 1 182 60 USD namimi n mans 14 07 USD 04 06 2011 000 USD 1489 32 USD 04 20 2011 148932 USD USD Total 36 231 96 USD USD NetTotal 36 231 96 USD Trane eBusiness 2011 Trane All rights reserved rmm NOTE For residential TRS accounts a credit card icon displays for items paid by credit card online at the time of purchases To view an open invoice Click the linked text in the Item column if available The invoice displays in a separate window Account Track Online ATO User Guide 13 To download open items Click the Download Open Items button All open item information downloads in spreadsheet format To print a list of open invoices for residential accounts ONLY 1 Click the individual item s checkbox in the Select column to select Other selection options include the following Select all open Click the Select All button in the top right of the screen items Select open items Click the Select By Date button in the top right of the by date screen Clear all selections Click the Clear All button in the top right of the screen 2 Click the Print All button in the top right of the screen A separate window opens with a print preview Review the information 3 To print click the Print This button on the preview screen Account Track Online ATO User Guide 14 Advanced Invoice Search The Advanced Invoice Search feature allows you to search for invoices The Advanced Invoice Se
8. Download Open items Discount Amount Discount Date l Amount 06 15 2011 5 26 USD 06 30 2011 0 00 USD 556 49 USD 07 20 2011 556 49 USD 06 15 2011 14 26 USD 06 30 2011 0 00 USD 1 510 30 USD 07 20 2011 1 510 30 USD 04 30 2011 11 51 USD 05 15 2011 0 00 USD 1 219 07 USD 05 20 2011 1 219 07 USD 04 26 2011 38 10 USD 05 11 2011 0 00 USD 4 033 80 USD 05 20 2011 4 033 80 USD 04 26 2011 0 10 USD 05 11 2011 0 00 USD 10 80 USD 05 20 2011 10 80 USD 04 22 2011 0 00 USD 0 00 USD 1 074 60 USD 04 22 2011 1 074 60 USD 04 20 2011 25 37 USD 05 05 2011 0 00 USD 2 686 05 USD 05 20 2011 2 686 05 USD 04 20 2011 12 74 USD 05 05 2011 0 00 USD 1 348 99 USD 05 20 2011 1 348 99 USD 04 18 2011 14 07 USD 05 03 2011 0 00 USD 1 489 32 USD 05 20 2011 1 489 32 USD 04 16 2011 16 37 USD 05 01 2011 0 00 USD 1 733 32 USD 05 20 2011 1 733 32 USD 04 13 2011 17 28 USD 04 28 2011 0 00 USD 1 829 68 USD 05 20 2011 1 829 68 USD 04 11 2011 0 00 USD 0 00 USD 459 00 USD 05 20 2011 458 00 USD 04 09 2011 11 52 USD 04 24 2011 0 00 USD 1 230 61 USD 05 20 2011 1 230 61 USD 04 09 2011 0 00 USD 0 00 USD 649 00 USD 05 20 2011 649 00 USD 04 06 2011 22 41 USD 04 21 2011 0 00 USD 2 372 76 USD 05 20 2011 2 372 76 USD 04 06 2011 6 02 USD 04 21 2011 0 00 USD 643 10 USD 05 20 2011 643 10 USD 04 04 2011 20 11 USD 04 19 2011 0 00 USD 2 129 76 USD 05 20 2011 2 129 76 USD O I Im O a a mi m u m m O m I mi m 03 23 2011 11 17 USD 04 07 2011 0 00 USD 1 182 60 USD 04
9. and item s paid Options on this page include View confirmed Click the linked text in the Item column if available items invoices A separate window opens and displays the invoice Print confirmation Click the Print Confirmation button This action information prints a copy of the payment confirmation page Download payment details Click the Download Payment Details button The information regarding the payment downloads in spreadsheet format Make another payment Click the Make Another Payment button You start over from the Pay Online Payment Options screen NOTE You can view this payment in the Online Payments From the Last 90 Days area on the Account Balance page Account Track Online ATO User Guide 28 e TRANE Account Track Online ATO User Guide Welcome CSO Customer Account Number 279 000 Manage ATO Account Settings Thank you for your online payment If you made this payment prior to 6 00AM Central time the payment will post to your account tonight If your payment is made after 6 00AM Central time it will post to your account the following night Please allow up to two business days to complete the processing i e for payments made to be shown in your ATO Account Balance Summary Payments made on the last day of the month after 6 AM Central time may not be reflected in your monthly statement Confirmation Number E m Payment was made by of card type VISA Date Due Date 02 23 2011 03 25 2011
10. for Email Notifications tab on the Manage Accounts screen NOTE You may sign up for notifications for invoice generation and or due date notification issued five 5 days prior To assign email notifications 1 Click to select the notification checkbox es in the Invoice for invoice generation notification and or Due Date for notification five 5 days before an item s due date Selection depends on your needs for the specific account 2 Enter the email address where you want the account notifications sent in the textboxes in the E mail Address column NOTE You may enter multiple email addresses separated by a semi colon no spaces 3 Click the Save Settings button to save any changes Account Track Online ATO User Guide 7 Opt Out of Paper for residential accounts ONLY The Opt Out of Paper feature allows residential TRS oun Deal Instructions accounts to save paper and Ea boc phere ea MOM TT view invoices and statements e You will be asked to confirm your request Please contact your Account Representative with any questions online This option replaces receiving paper invoices and iind iniri ir nemen South region ag statements through the mail Selections are made per account in multiple account situations West region o wow oo North region o Special Projects GC Save Settings To access the Opt Out of Paper feature click the Opt Out of Paper Go Green
11. the invoice displays in a separate window NOTE A running total of your current selections is available in the lower left corner of the Unpaid Items area 6 Click the Process Payment button once all appropriate items are selected NOTE If you have unclaimed Unclaimed Credits credits available then the Unclaimed credits exist Return to Select Payment page and apply to Unclaimed Credits screen will selected amount display after clicking the Process Payment button Yes Click Yes to return you to the Select Payment page where you can select credits to add to the payment Any payment must result in a debit transaction Click No to continue to the Confirm Payment page See step 7 7 The Confirm Payment page opens and summarizes the transaction Review the information on screen Options on this page include Remove individual items Click the trash can icon to the left of the item Revise the items on the Click the Edit button payment NOTE If you have already set up your banking information the last four digits of the bank account that will be drafted displays above the Edit button If you need to change this banking information click the Change bank draft routing or account number link Follow the directions that display on screen Account Track Online ATO User Guide 21 e TRANE Account Track Online ATO User Guide Welcome DSO Dealer Terms And Conditions Statements Manage ATO A
12. 11 02 03 2011 mS 03 05 2011 12 28010 02 07 2011 a9 03 09 2011 02 08 2011 aseron 03 10 2011 02 10 2011 as 03 12 2011 02 14 2011 ed 49s 03 16 2011 02 17 2011 49 03 19 2011 02 23 2011 domaat 03 25 2011 Erma g a m a a g a Sil g 03 03 2011 AT 04 02 2011 USD Total 9 USD Trane eBusiness 2011 Trane All rights reserved Select Payment 4 Select the item s to be processed for payment Click the checkboxes to select Options on this page include Select by a date or range In the Unpaid Items area click the Select by Due of dates Date button A selection area displays Enter the needed date range in the date fields Select all items In the Unpaid Items area click the Select All button Clear all selections In the Unpaid Items area click the Clear All button View the invoice In either the Unpaid Items area or the Items Paid Online through ATO areas click the linked text in the Item column A copy of the invoice displays in a separate window NOTE A running total of your current selections is available in the lower left corner of the Unpaid Items area 5 Click the Process Payment button once all appropriate items are selected Account Track Online ATO User Guide 25 NOTE If you have unclaimed Unclaimed Credits credits available the Unclaimed Unclaimed credits exist Return to Select Payment page and apply to
13. 6 2011 05 20 2011 USD Payment Amount E USD Print Confirmation Download Payment Details Make Another Payment Payment Confirmation 14 Once printed remember to mail in the remittance statement with the payment Be sure the confirmation number is written in the memo line of the check Payment must be received within seven 7 days f this transaction 15 The payment confirmation page summarizes the payment Options on this page include View confirmed Click the linked text in the Item column if available items invoices A separate window opens and displays the invoice Print confirmation Click the Print Confirmation button This action information prints a copy of the payment confirmation page Download payment details Click the Download Payment Details button The information regarding the payment downloads in spreadsheet format Make another payment Click the Make Another Payment button You start over from the Pay Online Payment Options screen NOTE You can view this payment in the Online Payments From the Last 90 Days area on the Account Balance page Account Track Online ATO User Guide 35 NOTE If you made this remittance payment before 4 00 AM CST the payment will post to your account tonight If you made this payment after 4 00 AM CST it will post tomorrow night Please allow up to two 2 business days to complete the transaction Payment must be received within seven 7 days of th
14. Account Track Online ATO User Guide Last Update August 17 2011 Preface This Account Track Online ATO User s Manual contains confidential information of Ingersoll Rand and is intended solely for the use and support of persons who are registered users of the Trane ComfortSite System or American Standard Air DealerNet System If you are not a registered user please call the Site Support at 800 430 5284 or email support comfortsite com to apply for registration Refrain from using the manual until you have been authorized to do so The use of this manual by registered users is subject to the terms and conditions of the System Access and Use Agreement between the registered user or its employer and Ingersoll Rand which among other things e Expressly prohibits users from using disclosing displaying copying downloading storing reproducing transmitting distributing reselling or otherwise commercially exploiting the Manual or any of the other Resources and Functionality relating to or otherwise available on or through the ComfortSite or ASDealerNet System and e Obligates such parties to use their best efforts and all diligence to safeguard and protect the Manual and all other Confidential Information of Ingersoll Rand as such term is defined therein If you have any technical support issues or concerns that this manual does not address you may wish to contact the Site Support by phone at 1 800 430 5284 or by email at
15. OR A PARTICULAR PURPOSE NON INFRINGEMENT OF THIRD PARTY RIGHTS TITLE AND FREEDOM FROM COMPUTER VIRUS IS GIVEN IN CONJUNCTION WITH THE INFORMATION AND MATERIALS 1 Accept Terms 1Do Not Accept Terms Legal Agreement If this is your first time paying by bank draft through ATO you will be prompted to complete the Banking Information section This process is detailed below Enter and verify bank account and routing numbers Click the Save and Next button to continue ur tame Var Aires estima Norton Pay to the ander of d NOTE Please allow two 2 Seen zi pa wL293u85783c 344333555232 DLus business days for processing eter eR before making your payment NOTE All TRS accounts in ATO are set up to bill to the same bank account If you have multiple TCS accounts in ATO you will have to set up a mm bank account for each one You do not have to use the same bank account for your different TCS accounts 4 The Select Payment page opens The page is divided into two areas Account Track Online ATO User Guide 19 Unpaid Items Lists all unpaid or open items associated with the account Items Paid Online Recognizes the items as paid however PeopleSoft has yet through ATO to process the payment Processing occurs nightly Pending Processing NOTE If items are not paid through ATO online those items will not be listed under the Items Paid Onlin
16. Unclaimed Unclaimed credits exist Return to Select Payment page and apply to Credits screen will display after selected amount clicking the Process Payment button Click Yes to return you to the Select Payment page where you can select credits to add to the payment Any payment must result in a debit transaction Click No to continue to the Confirm Payment page See step 6 6 The Confirm Payment page opens after clicking Process Payment The page summarizes the transaction e TRANE Account Track Online ATO User Guide Welcome DSO Dealer Account Number saa ce z Terms And Conditions Statements Manage ATO Account Settings Date PO Number Due Date Amount Discount Earned Net 03 22 2011 NEW 04 20 2011 1 489 32 USD 0 00 USD 1 489 32 USD Please enter your Check Number required All payments confirmed before 4 00 AM Central Time will be processed with today s transaction Please allow up to two 2 business days to complete the transaction Thank you Confirm Payment Trane eBusiness 2011 Trane All rights reserved ARD sot sons Confirm Payment Account Track Online ATO User Guide 32 7 On the Confirm OTE TEN eie ecrit ten Detroit ne ettet me Payment page enter j the check number in A the Please enter your 3 Check number s required field H All payments confirmed before 4 00 AM Central Time will be processed with today s transaction 3 Please a
17. arch screen allows searches by full invoice number customer PO date range and if commercial TCS Pride order number To access the Advanced Invoice Search page click the Advanced Invoice Search tab in the ATO tabs area The Advanced Invoice Search page displays e TRANE Account Track Online ATO User Guide Welcome DSO Dealer Account Number 9399999 EROR South region Terms And Conditions Statements Manage ATO Account Settings re G x sd serch Full Invoice Customer PO DateRange From 05 27 2005 i To 05 16 2011 Search Results 06 14 2005 1 15 DAYS NET 20TH PF 07 20 2005 06 14 2005 156 15 DAYS NET 20TH PF 07 20 2005 06 14 2005 NET 30 DAYS 07 14 2005 06 15 2005 i e NET 30 DAYS 07 15 2005 06 18 2005 1 15 DAYS NET 20TH PF 07 20 2005 06 09 2005 1 15 DAYS NET 20TH PF 07 20 2005 06 14 2005 1 15 DAYS NET 20TH PF 07 20 2005 06 09 2005 1 15 DAYS NET 20TH PF 07 20 2005 06 09 2005 1 15 DAYS NET 20TH PF 07 20 2005 06 20 2005 1 15 DAYS NET 20TH PF 07 20 2005 06 20 2005 NET 30 DAYS 07 20 2005 06 21 2005 1 15 DAYS NET 20TH PF 07 20 2005 06 21 2005 156 15 DAYS NET 20TH PF 07 20 2005 06 21 2005 1 15 DAYS NET 20TH PF 07 20 2005 pm m o m m m LJ mj G O m D LJ m LJ 06 21 2005 NET 30 DAYS 07 21 2005 Clear All Download Search Results Print All Trane eBusiness 2011 Trane All rights reserved To perform an invoice search 1 Enter the appropr
18. ays Statements for residential accounts ONLY The Statements menu provides access to the most recent statements for all residential TRS accounts assigned to your company The statements are grouped by account and are accessible through links listed in MM DD YYYY format gt Terms And Conditions Statements Manage ATO Account Settings To view a statement 1 Click Statements 2 Select the needed account from the statement drop down list 3 Select the needed date from the predefined list A separate browser window opens and displays the selected statement in PDF format Tabs The tabs Account Balance View Open Items Advanced Invoice Search and Pay Online dictate the data seen the ATO view area Click the tab to open the page for that tab Tabs include e Account Balance Displays at a glance current and aging data regarding invoices and payments e View Open Items Displays all open items e Advanced Invoice Search Allows you to search through invoices e Pay Online Allows you to pay invoices online in a number of ways Account Track Online ATO User Guide 3 Account Number mon s South region Terms And Conditions v Statements Manage ATO Account Settings Manage ATO Account Settings Manage ATO Account Settings allows you to manage accounts and details sign up for email notifications and for residential customers only receive online paperless invoices and statements Account N
19. ccount Settings Amount Discount Earned Net 04 26 2011 05 20 2011 4 033 80 USD 0 00 USD 4 033 80 USD Payment Amount 4 033 80 USD Currently this account is set up for Pay by Bank Draft with a bank account ending in 9827 Change bank draft routing or account number Confirm Payment Trane eBusiness 2011 Trane All rights reserved Confirm Payment 8 Click the Confirm Payment button to continue the process 9 The payment confirmation page opens after clicking the Confirm Payment button This page summarizes the payment Options on this page include View confirmed Click the linked text in the Item column if available A items invoices separate window opens and displays the invoice Print confirmation Click the Print Confirmation button This action prints information a copy of the payment confirmation page Download payment details Click the Download Payment Details button The information regarding the payment downloads in spreadsheet format Make another payment Click the Make Another Payment button You start over from the Pay Online Payment Options screen NOTE You can view this payment in the Online Payments From the Last 90 Days area on the Account Balance page Account Track Online ATO User Guide 22 e TRANE Account Track Online Welcome CSO Customer Manage ATO Account Settings Thank you for your online payment If you made this payment prior to 6 00 PM Central
20. cessing my funds transfer request if fail to provide this or other information that is accurate to Trane acknowledge and agree that the use of this security procedure is commercially reasonable for me and understand that must safeguard any numbers and or password that allows me access to this system understand that the security procedure is not designed to detect errors in the content of my instruction Indemnity In consideration of the Agreement by Trane to act upon funds transfer instructions in the manner provided in this Agreement agree to indemnify and hold Trane harmless from and against any and all claims suits judgments executions liabilities losses damages costs and expenses including reasonable attorney s fees in connection with or arising out of Trane acting upon funds transfer instructions pursuant to this Agreement This indemnity shall not be effective to relieve and indemnify Trane against its gross negligence bad faith or willful misconduct No Warranty THE INFORMATION AND MATERIALS CONTAINED IN THIS SITE INCLUDING TEXT GRAPHICS LINKS OR OTHER ITEMS ARE PROVIDED AS S and AS AVAILABLE TRANE U S INC DOES NOT WARRANT THE ACCURACY ADEQUACY OR COMPLETENESS OF THIS INFORMATION AND MATERIALS AND EXPRESSLY DISCLAIMS LIABILITY FOR ERRORS OR OMISSIONS IN THIS INFORMATION AND MATERIALS NO WARRANTY OF ANY KIND IMPLIED EXPRESSED OR STATUTORY INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY FITNESS F
21. e th rough ATO area e TRANE Account Track Online 12 23 2010 12 27 2010 12 29 2010 01 28 2011 12 30 2010 01 04 2011 01 11 2011 01 11 2011 01 13 2011 01 13 2011 01 14 2011 01 14 2011 01 14 2011 01 14 2011 01 17 2011 01 18 2011 Process Payment 01 22 2011 01 26 2011 01 28 2011 01 28 2011 01 29 2011 02 03 2011 02 10 2011 02 10 2011 02 12 2011 02 12 2011 02 13 2011 02 13 2011 02 13 2011 02 13 2011 02 16 2011 02 17 2011 ATO User Guide Welcome CSO Customer Manage ATO Account Settings 01 27 2011 01 27 2011 0 00 USD Me mmm s ornon w sie Trane eBusiness 2011 Trane All rights reserved ABD ssi fens Select Payment 5 Click the checkbox es to select the item s to be processed for payment The item must be pending and must result in a debit transaction Options on this page include Select by a date or range of dates Select all items Clear all selections Account Track Online ATO User Guide In the Unpaid Items area click the Select by Due Date button A selection area displays Enter the needed date range in the date fields In the Unpaid Items area click the Select All button In the Unpaid Items area click the Clear All button 20 View the invoice In either the Unpaid Items area or the Items Paid Online through ATO area click the linked text in the Item column if available A copy of
22. e active account The account selected displaying in the Account Number field in the ATO header top left of the screen is the active account To view payment details 1 Click the linked text in the Confirmation Number column 2 The Online Payment Details screen opens Details regarding the payment of the item invoice are listed on the screen Options on this page include View an invoice Click the linked text in the Item column if available The invoice displays in a separate window Download payment Click the Download Payment Details button The date s details item invoice information downloads in spreadsheet format Account Track Online ATO User Guide 12 View Open Items The View Open Items screen allows you to view all open items related to the active account The account selected displaying in the Account Number field in the ATO header top left of the screen is the active account To access the View Open Items page click the View Open Items tab in the ATO tabs area The View Open Items page displays The items are grouped by date PO number item number due date amount discount and other information NOTE If Items remain unpaid debits or unapplied the items stay on the open items list E TRANE Account Track Online ATO User Guide Welcome DSO Dealer Account Number mmm Se Terms And Conditions Statements Manage ATO Account Settings Select All Clear All Select By Date
23. er Guide 10 View a copy of the Click the linked text in the Item column if available The invoice invoice displays in a separate window Download open Click the Download Open Items button The date s items information item invoice information downloads in spreadsheet format Account Balance Details The Account Balance Details area displays a snapshot of account information including current aging and total data Hover over the bars in the graph to view exact information The data is current as of last processing and is not real time Items paid today will not be reflected on this screen until after processing The graph only shows account information for the active account The account selected displaying in the Account Number field in the ATO header top left of the screen is the active account NOTE There are no designated Credits Disputed or Unapplied Payment involving residential TRS accounts Any credits are factored into the aging data totals Account Balance Details Current 1 30 Past Due Total Account Balance 1 30 Past Due b 200 acco 6000 8000 10000 12000 14000 16000 18000 20000 22000 Account Track Online ATO User Guide 11 Online Payments From the Last 90 Days The Online Payments From the Online Payments From the Last 90 Days Last 90 Days feature lists recent online payments made 05 20 2011 E through ATO 05 10 2011 128751 The table only shows the payments made from th
24. esidential equipment warranty literature etc Save Settings Account Track Online ATO User Guide 4 Account Details The Account Details feature Your Primary Equipment account in PeopleSoft will be the default account for viewing upon login to Account Track Online You can change the default account by des Ig nate th e defau It Or selecting the radio button to the left of the account you will designate as default and clicking the Save Settings button You may also add a Nickname to describe the account to help you better manage your accounts For example you may label one account Equipment for Region 1 pri mary account th e account another Equipment for Region 2 and another Parts Then cick the Save Settings button displayed upon login and enter descriptive titles for O 25299 Parts North TCS commercial includes ServiceFirst Parts accounts i fea O 261 Parts South TCS commercial includes ServiceFirst Parts accounts In d l vid u al acco u n ts Q 543 Parts East TCS commercial includes ServiceFirst Parts accounts Q 912 TRS residential equipment warranty literature etc O 931 TRS residential equipment warranty literature etc To access the Acco u nt O 931 TRS residential equipment warranty literature etc Details feature click the Oo 999 TRS vidal lese Wants Wena elc Account Details tab on the Manage Accounts screen Save Settings NOTE The type of account will be reflected by TCS fo
25. heck Remit by Check allows you to create a remittance statement and mail in your check Once the remittance statement is complete you can write the confirmation number in the memo portion of your check Save and Next Trane eBusiness 2011 Trane All rights reserved Pay Online Payment Options 2 Click the Save and Next button 3 The Select Payment page opens after clicking Save and Next The page is divided into two areas Unpaid Items Lists all unpaid or open items associated with the account Items Paid Online Recognizes the items as paid however PeopleSoft has yet through ATO to process the payment Processing occurs nightly Pending Processing NOTE If items are not paid through ATO online those items will not be listed under the Items Paid Online through ATO area Account Track Online ATO User Guide 30 E TRANE Account Track Online ATO User Guide Welcome DSO Dealer Account Number oa South region z Terms And Conditions Statements Manage ATO Account Settings E E E E z Select All Clear All Items Paid Online through ATO Pending Processing d ram ome TT tent ICI oeenn 70 1 aee one onune nemt pecon oeer anane 03 05 2011 d 04 20 2011 USD 9 03 03 2011 m o 20 2011 uso Usb 03 09 2011 NN os 04 20 2011 E 03 02 2011 03 4 20 2011 uso uso 03 02 2011 oz 04 20 2011 03 19 2011 won oie 04 20 2011 03 17 2011 03 04 20 2011 03 14 2011 o
26. iate data in the appropriate field Full Invoice Customer PO Date Range or if commercial TCS Pride Order 2 Click Search located in the top right of the Advanced Invoice Search page Items matching the search criteria populate the Invoices area of the Advanced Invoice Search view page Options include View an invoice Click the linked text for the individual invoice in the Item column if available The selected invoice opens in a separate window Reset for a new Click the Reset button in the top right of the page search Account Track Online ATO User Guide 15 Print invoices for residential accounts only Clear print selections for residential accounts only Download all search results Select the needed items individually click the checkbox es to select Click the Print All button A separate window opens with a print preview Review the information To print click the Print This icon on the preview screen Click the Clear All button on the Advanced Invoice Search page Click the Download All Search Results button All search results download in spreadsheet format Account Track Online ATO User Guide 16 Pay Online Pay Online allows you to pay invoices online There are options available for both residential TRS and commercial TCS accounts such as e Pay by Bank Draft e Pay by Credit Card for commercial and parts accounts ONLY e Remit by Check for residential accounts ONLY T
27. is transaction Account Track Online ATO User Guide 36 FAQs GENERAL INFO What are TCS and TRS accounts TCS and TRS are account types TCS stands for commercial parts accounts and TRS stands for residential customer accounts have multiple accounts in ATO How do access my different accounts If you have multiple ATO accounts a dropdown menu containing a list of all available accounts is accessible Click the down arrow to access the menu and click on the appropriate account number to select the account The number of accounts listed is dependent on the number of accounts assigned to your company Any account selected in the Account Number field becomes the active account How do access a combined view of all my residential TRS and commercial or parts TCS accounts Access the all accounts feature at the bottom of the Account Number dropdown menu in the ATO header Click All TRS Accounts or All TCS Accounts to select You must have multiple TRS or TCS accounts for this feature to display After selection you can see a combined account balance view all residential TRS or commercial parts TCS open items search through all TRS or TCS invoices pay by bank draft if TRS pay by credit card if TCS or remit by check if TRS What is a default or primary account The default or primary account is the account that displays upon login to ATO This feature is helpful in multiple account situations See
28. l post to your account tonight If you made your payment after 6 00 AM CST the payment will post to your account the following regular business night What is the processing time for online payments made by credit card If you made your payment prior to 6 00 AM CST the payment will post to your account tonight If you made your payment after 6 00 AM CST the payment will post to your account tonight Payments made on the last day of the month after 6 00 AM CST may not be reflected on that month s monthly statement Please allow up to two 2 business days for processing Online payment by credit card is only available to commercial TCS accounts What is the processing time for online remittance by check If you made your payment before 4 00 AM CST the payment will post to your account tonight If you made your payment after 4 00 AM CST the payment will post to your account the following night Please allow up to two 2 business days to complete the transaction Payment must be received seven 7 days to this transaction Online remittance by check is only available to residential TRS accounts Account Track Online ATO User Guide 39
29. lick Yes to return to the Select Payment page There you can apply credits to the payment The overall payment must result in a debit transaction Click No to ignore the credits and continue with the payment process am remitting by check How do I print the remittance statement When going through the online remit by check process ensure the Print checkbox is selected on the remittance statement page After clicking the Confirm amp Next button the print dialog box will display and allow you to print your remittance statement How can see my payment after completing the payment process Navigate to the Account Balance page by clicking the Account Balance tab and view payment information in the Online Payments From the Last 90 Days area PAY ONLINE PAY BY BANK DRAFT This is my first time paying online What information do I need to pay by bank draft If this is your first time paying by bank draft through ATO with a residential TRS account or any commercial TCS account you will be prompted to complete the banking information screen There is a two 2 business day processing time to complete this setup After setup you can make your payment Why can t I pay by bank draft If this is your first time paying by bank draft through ATO with a residential TRS account or any commercial TCS account you will be prompted to complete the banking information screen There is a two 2 business day processing ti
30. llow up to two 2 business days to complete the transaction Thank you gt 2 5 Trane eBusiness 20 gt 8 Review the item information Options on this page include Remove individual items Click the trash can icon to the left of the item Revise the items on the Click the Edit button payment 9 Click the Confirm Payment button to continue the process 10 The remittance statement page opens after clicking Confirm Payment Review the information on screen Account Track Online ATO User Guide 33 e TRANE Account Track Online Account Number 9959 South region x ATO User Guide Welcome DSO Dealer Terms And Conditions Statements Manage ATO Account Settings Customers Customer Name Address City State Postal Code PLEASE PRINT THIS PAGE AND SEND THIS WITH YOUR PAYMENT TO ENSURE ACCURATE CHECK APPLICATION Send this page and your check ONLY No back up is necessary Do not write any additional information on your check You can write the confirmation number in the memo portion of your check ge Demo DSO Customer s 119 ABER DR CLAIRTON PA 150253801 Amount USD Confirmation 128757 Special Lock Box Instructions Key only the check Amount and Confirmationtt gre Trane eBusiness 2011 Trane All rights reserved AED font 11 Ensure the Print checkbox is selected located to the left of the Confirm amp Next button This selecti
31. me to complete this setup After setup you can make your payment Also the All TCS Accounts feature does not function with bank draft payment See Account Number on page 2 for more information have multiple commercial parts TCS accounts How are the bank accounts set up for paying online by bank draft If you have multiple TCS accounts you will have to set up a bank account for each one You do not have to use the same bank account for your different TCS accounts have multiple residential equipment TRS accounts How are the bank accounts set up for paying online by bank draft All residential TRS accounts are set up to bill to the same bank account I ve noticed the bank account being drafted is incorrect when I m paying online by bank draft How do I change this If you have already set up your banking information the last four 4 digits of the bank account being drafted displays in the Pay by Bank Draft information on the Pay Online page If you need to change this information click the Change bank draft routing or account Account Track Online ATO User Guide 38 number link If the account is residential TRS follow the directions the display on screen If the account is commercial TCS then fill out the Banking Information screen PAY ONLINE PROCESSING TIME What is the processing time for online payments made by bank draft If you made your payment prior to 6 00 AM CST the payment wil
32. nly Getting Started To access the Account Track Online application first log on to the extranet Select Financial Center and then Account Track Online The ATO screen displays e TRANE Account Track Online ATO User Guide Welcome DSO Dealer Account Number sss South region x Terms And Conditions Statements Manage ATO Account Settings O Invoice Generated Q Invoice Due Both Account Balance Details Online Payments From the Last 90 Days Current Confirmation Number 1 30 Past Due 05 10 2011 128750 Total Account Balance 05 10 2011 128751 sxo 100 1200 14x0 1500 1800 20X0 2200 Trane eBusiness 2011 Trane All rights reserved Account Track Online ATO User Guide 1 ATO Header The ATO Header displays tabs and provides navigation to features for account selection and management The ATO Header is divided into distinct areas e Account Number Terms and Conditions Information for residential accounts only Statements for residential accounts only Tabs Manage ATO Account Settings Account Number The Account Number field displays the account that populates all data in the ATO view area The account displayed in the ATO view area is referred to as the active account If you have multiple ATO accounts a drop down menu containing a list of all available accounts is accessible Click the down arrow to access the menu and click to select the account The number of accou
33. nts listed is dependent on the number of accounts assigned to your company Any account selected in the Account Number field becomes the active account The account that displays by default upon login is referred to as the primary account See Account Details on page 5 for more information Terms And Conditions Statements Manage ATO Account Settings NOTE If you have multiple accounts of the same type i e multiple TRS accounts an all accounts feature lets you access a combined view per account type Access the feature at the bottom of the Account Number drop down menu Click All TRS Accounts or All TCS Accounts to select You must have multiple TRS or TCS accounts for this feature to display After selection you can see a combined account balance view all residential TRS or commercial parts TCS open items search through all TRS or TCS invoices pay by bank draft if TRS pay by credit card if TCS or remit by check if TRS Account Track Online ATO User Guide 2 Terms and Conditions for residential accounts ONLY The Terms and Conditions menu provides access to a PDF copy of the terms and conditions of purchase NOTE These are the Terms and Conditions referenced on your invoices for this account Terms And Conditions Statements Manage ATO Account Sett ngs To access Terms and Conditions Click Terms And Conditions A PDF copy of the information displ
34. o access the Pay Online page click the Pay Online tab in the ATO tabs area The Pay Online page displays Payment options are detailed individually in the following sections Pay by Bank Draft Pay by Bank Draft allows you to pay invoices online by bank draft This payment option is available for both residential TRS and commercial TCS accounts Please note the following The items selected for payment will be debited from the account entered at sign up Contact your Credit Representative at Ingersoll Rand Enterprise Services for any questions or concerns TCS accounts commercial parts accounts receive a discount when paying online by bank draft The All TCS Accounts feature accessible in the Account Number field does not allow online payment by bank draft To pay by bank draft 1 Onthe Pay Online Payment Options page select the Pay by Bank Draft radio button NOTE If you have already set up your banking information the last four digits of the bank account that will be drafted displays in the Pay by Bank Draft information below the radio button If you need to change this banking information click the Change bank draft routing or account number link If your account is residential TRS then follow the directions that display on screen If your account is commercial TCS enter information on the Banking Information screen Refer to the instructions after step 3 in this section for more informa
35. on links to printing a PDF copy of the remittance page Remittance Statement Vesti Ne AA VET II Lun a peel IN POR rr DON PPP PSI Ps dis Postal Code 150253801 3 Amount USD Confirmation Special Lock Box Instructions Key only the check Amount and Confirmation us ums JONI A AP SIS Print Confirm and Next Trane eBusiness 2011 Trane All rights reset NOTE You must print the remittance statement page and sent it in with the check 12 Click the Confirm amp Next button to continue the process 13 The payment confirmation page and Print dialog box for the remittance statement open simultaneously after clicking Confirm amp Next Account Track Online ATO User Guide 34 ATO User Guide Welcome DSO Dealer Account Number om e ote See South region m Terms And Conditions Statements Manage ATO Account Settings Thank you for your online payment If you made the payment before 4 00 AM Central time the payment will post to your account tonight If your payment is made after 4 00 AM it will post tomorrow night Please allow up to 2 business days to complete the transaction Please write this confirmation number in the memo portion of your check Do not print this screen and send it with your check Payment must be received 7 days to this transaction Thank you for your payment Confirmation Number 128757 Check Number o Date Due Date Discount Earned 04 2
36. r commercial parts accounts and TRS for residential customer accounts To set the default account for multiple account situations 1 Navigate to the needed account in the list provided 2 Select the radio button to the left of the individual account 3 Click the Save Settings button to save any changes The account will now display by default upon login To set the account nick name 1 Navigate to the needed account 2 Enter the name or descriptive text in the Nickname field 3 Click the Save Settings button to save any changes NOTE The nickname will appear in the Account Number field and if applicable Account Number drop down menu next to the account number Account Track Online ATO User Guide 5 Add New Accounts The Add New Accounts feature accesses a form that allows you to add accounts for TE E Mail Address display in ATO Aton eortion Has To access the Add New Accounts feature click the Add New Accounts tab on the Manage Accounts screen Save Settings NOTE This request does not add accounts into the extranet for ordering or other purposes The Add New Accounts feature adds accounts to ATO for online viewing and payment To add a new account 1 Enter information in to the Name E mail Address and Additional Information fields All fields marked with an asterisk are required 2 Enter account number information in the table Option
37. rom the account you enter at signup R Pay by Credit Card Trane Financial Services allows access to pay via credit card on invoices that meet the following criteria Invoice cannot exceed 10 000 00 with a daily transaction limit of 25 000 00 Invoice must be paid in full No short payments due to discounts tax or disputes Please contact your Trane Financial Services Representative at 888 832 5266 if you have any questions or need to make a payment that does not meet the above criteria Trane eBusiness 2011 Trane All rights reserved Pay Online Payment Options 2 Click the Save and Next button 3 The Select Payment page opens after clicking Save and Next The page is divided into two areas Unpaid Items Lists all unpaid or open items associated with the account Items Paid Online Recognizes the items as paid however PeopleSoft has yet through ATO to process the payment Processing occurs nightly Pending Processing NOTE If items are not paid through ATO online those items will not be listed under the Items Paid Online through ATO area Account Track Online ATO User Guide 24 TRANE Account Track Online Welcome CSO Customer Account Number 2 999 HIN Oceanside East Manage ATO Account Settings Unpaid items Select All Clear All If Select By Due Date Items Paid Online through ATO Pending Processing a a ee a ee ee 48 02 01 2011 03 03 2011 01 27 2011 01 27 20
38. s 04 20 2011 03 22 2011 t 03 04 20 2011 03 23 2011 gi 03 04 20 2011 04 22 2011 o3 04 22 2011 04 04 2011 t 03 05 20 2011 04 26 2011 03 05 20 2011 04 13 2011 e o3 05 20 2011 04 06 2011 M 03 05 20 2011 04 06 2011 os 05 20 2011 04 11 2011 08 05 20 2011 04 16 2011 we 05 20 2011 seucr a a a a a i a a g a g Ld a GO a a g 04 18 2011 05 20 2011 USD Total 4 47 USD Process Payment Select Payment 4 Select the item s from the Unpaid Items area to be processed for payment Click the checkbox es to select Options include Select by a date or range In the Unpaid Items area click the Select by Due of dates Date button A selection area displays Enter the needed date range in the date fields Select all items In the Unpaid Items area click the Select All button Clear all selections In the Unpaid Items area click the Clear All button View the invoice In either the Unpaid Items area or the Items Paid Online through ATO areas click the linked text in the Item column A copy of the invoice displays in a separate window NOTE A running total of your current selections is available in the lower left corner of the Unpaid Items area 5 Click the Process Payment button once all needed items are selected Account Track Online ATO User Guide 31 NOTE If you have unclaimed Unclaimed Credits credits available the
39. s include Add more fields for Click the s icon to the right of the lowest field entry Remove an account number from the request Click the icon to the right of that account number 3 Click the Save Settings button to save any changes and submit the request s NOTE Please allow 3 business days for the account to be added Sign up for Email Notifications The Sign up for Email Notifications feature allows you to assign who receives email notifications for selected accounts Account Track Online ATO User Guide 6 This feature is a great way to ensure you do not miss your You may sign up to be notified via email when invoices are generated or five days before an invoice due date electronic invoices which are Gheckthe notations checkbaafesorthe account Enter the email address to which you want the account s notifications to be sent You may enter multiple email addresses separated by semi colon no spaces generated in one 1 business Click on the Save Settings button day after the order and to always pay your invoices on time 2k t2 o Parts South william shakespeare trane com 0 Parts East 9 v vi South region emily bronte trane com jane austen trane c om 9 iv o West region geoffery chaucer trane com mark twain trane con F1 1 Special Projects To access the Sign up for Email Notifications feature click the Sign up
40. s the invoice information from the active account The account selected displaying in the Account Number field in the ATO header top left of the screen is the active account Account Track Online ATO User Guide 9 O Invoice Generated e Invoice Due 2 Both To filter invoice icon display data 1 Inthe top right of the Invoice Snapshot area click to select the radio button to the left of the appropriate option detailed below Selection depends on the information you need to obtain Options include Invoice Generated Only displays icons on dates on which an invoice was generated Invoice Due Only displays icons on dates on which an invoice is due Both Displays both types of icons on invoice generation and due dates 2 The calendar area repopulates to display the selected icons Icons include J Invoice generated information i Invoice due information Both results in both E and K 3 Use the arrows to the left and right of the calendar to adjust the three month span NOTE The current date is highlighted in the calendar 4 Once the correct date is found hover over the needed icon in the calendar area to display that date s item invoice number s and amount s in a callout 5 Click the icon to open the View Open Items page The View Open Items page populates with item invoice information associated with the selected date Options on this page include Account Track Online ATO Us
41. ses or otherwise as agreed to between Trane and me without limit as to amount or beneficiary when such requests are given by me and are executed in accordance with the procedures established by Trane understand and acknowledge that Trane has no obligation to execute any transfer request that is not initiated in accordance with such procedures further acknowledge that the acceptance and processing of a funds transfer request is subject to the terms and conditions stated in this Agreement and may be governed by other agreements between Trane and myself Reliance by Trane U S Inc Trane may rely on the information provide in making a funds transfer request Any errors in the information including misidentification of transferee s payee s or beneficiary ies incorrect or inconsistent account names and numbers and misspellings are my responsibility If identify a transferee beneficiary or other entity by name and account number or any other number payment shall be made on the basis of the number provided by me and payment to Trane will be final Security Procedures agree that Trane will initiate a funds transfer request for me after supply the bank routing and account number corresponding to me bank account and select the items and amounts to pay further agree to safeguard any password that may be assigned to or selected by me that is required in connection with a funds transfer request Trane shall not be liable for any delay in pro
42. ss es entered in the Email Address field in the Credit Card Billing Address area will receive transaction confirmation emails e TRANE Account Track Online ATO User Guide Welcome CSO Customer Account Number a 4994 9 9999 Oceanside East Manage ATO Account Settings Credit Card Information Card Type Card Number CVM Card Code Card Holder Name Amount To Be Charged Expiration Date Month Year City Clarksville Credit Card Billing Address Address 1 1234 Test Street Address 2 State TN Postal Code Email Address Note specifies required field C lagreetothe Terms And Conditions to complete this transaction Trane eBusiness 2011 Trane All rights reserved ABD so m 9 Review the terms and conditions link in the lower left of the screen Once reviewed click to select the checkbox to agree to the terms and conditions Enter Credit Card Details t Amount To Be Charged 20 22 USD LJ lagreetothe Terms And Conditions to complete this transaction Trane eBusiness 20 Account Track Online ATO User Guide 2f 10 Click the Pay Now button NOTE Click the Back button to return to the Confirm Payment screen 11 The Payment Confirmation page opens after clicking Pay Now An email confirmation of the transaction is sent to the email address entered on the previous screen This page summarizes the payment including the confirmation number
43. time the payment will post to your account tonight If your payment is made after 6 00 PM Central time it will post to your account the following regular business night Confirmation Number Payment drafted from the account ending in Date Account PO Number Due Date Discount Earned 01 11 2011 2 02 10 2011 0 00 USD Print Confirmation Download Payment Details Make Another Payment Trane el Business 2011 Trane All rights reserved Payment Confirmation NOTE If you made this payment prior to 6 00 PM CST the payment will post to your account tonight If you made this payment after 6 00 PM CST it will post to your account the following regular business night Pay by Credit Card for commercial and part accounts ONLY Pay by Credit Card allows online payment of invoices by credit card Payment is according to terms amp conditions This option is only available for commercial and parts TCS accounts To pay by credit card 1 On the Pay Online Payment Options screen select the radio button to the left of Pay by Credit Card Account Track Online ATO User Guide 23 e TRANE Account Track Online ATO User Guide Welcome DSO Dealer Account Number OEP eus bes Parts North x Manage ATO Account Settings Payment Options Please select an option to pay Q Pay by Bank Draft Pay by Bank Draft allows you to pay invoices online You select the items and funds will be debited f
44. tion Account Track Online ATO User Guide 17 e TRANE Account Track Online ATO User Guide Welcome DSO Dealer Account Number gt a South region Terms And Conditions Statements Manage ATO Account Settings Payment Options Please select an option to pay qu Pay by Bank Draft Pay by Bank Draft allows you to pay invoices online You select the items and funds will be debited from the account you enter at signup Currently this account is set up for Pay by Bank Draft with a bank account ending in P Change bank draft routing or ecount number Remit by Check Remit by Check allows you to create a remittance statement and mail in your check Once the remittance statement is complete you can write the confirmation number in the memo portion of your check Save and Next Pay Online Payment Options 2 Click the Save and Next button 3 The Legal Agreement section displays Read through the information provided Click the Accept Terms button to continue with the transaction NOTE Clicking the I Do Not Accept Terms button returns you to the previous screen Account Track Online ATO User Guide 18 TRANE Account Track Online ATO User Guide Welcome CSO Customer Account Number Os ee ae Legal Documents Authority to Transfer Funds authorize Trane U S Inc Trane to execute and charge my accounts for any requests for the transfer of funds for bill payment purpo
45. umber mm South region Terms And Conditions Statements Manage ATO Account Settings Manage ATO Account Settings allows you to Select display of account details Add new accounts Sign up for email notifications Opt out of paper invoices and statements for residential accounts ONLY To access management features click the Manage ATO Account Settings button in the ATO header The Manage Accounts screen displays s TRANE Account Track Online ATO Vies Sunde Your Primary Equipment account in PeopleSoft will be the default account for viewing upon login to Account Track Online You can change the default account by selecting the radio button to the left of the account you will designate as default and clicking the Save Settings button You may also add a Nickname to describe the account to help you better manage your accounts For example you may label one account Equipment for Region 1 another Equipment for Region 2 and another Parts Then click the Save Settings button Parts North TCS commercial includes ServiceFirst Parts accounts Parts South TCS commercial includes ServiceFirst Parts accounts Parts East TCS commercial includes ServiceFirst Parts accounts South region TRS residential equipment warranty literature etc West region TRS residential equipment warranty literature etc North region TRS residential equipment warranty literature etc O O O Q O O O Special Projects TRS r

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