Multiple Lodgements

Crawford & Co · Accounts · Elmhurst billing
← Acc Workspace
🧾 Multiple Lodgements on an Address
Scans the Elmhurst Bill Assessment Data report (Ops Admin → Reports) and flags every address we've been billed more than once for — duplicate lodgements to query with Elmhurst or write off as legitimate (re-lodgement after audit, dual assessments, etc.).
📄 …or drop BillAssessmentData.csv here
Report page URL (only needed if auto-discovery can't find the report):
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🔑 Elmhurst login

No stored Elmhurst credentials found. Enter the access code and password for the Ops Admin account — they're sent straight to the portal server, used for this scan, and only stored if you tick the box.

Save to Portal Logins (encrypted) so next scans are one click
How it works. Run scan logs into members.elmhurstenergy.co.uk server-side using the Portal Logins entry whose name contains “Elmhurst” (username = access code) — if there isn't one yet you'll be prompted to type the login, with a tick-box to save it (encrypted) for next time. It then opens Ops Admin → Reports, downloads the Bill Assessment Data CSV and groups it by address + postcode. Any address with two or more billing lines is flagged. Statuses stick between scans — mark a flag Credited or Legitimate and it stays that way next time. If the auto-download can't find the report, download the CSV yourself and drop it on the box above — same scan, same tracking.