bill entry in energycap

Standard Track

Bill EntryPresented by SJ Bergman, CEM, CMVP

Agenda:

Using batches

Types of bill entry (Manual and Import)

Bill lists

Recommended billing reports

Using Batches

Why Are Batches Important?

Validates total costs and number of bills

Generates an audit trail

Provides bill entry metrics

Matches entered bills with scanned images

Configuring Batches

Types of Bill Entry

Manual–typically used when bills are

Simple

Received infrequently

Types of Bill Entry

Import–typically used when bills are

Complex

Received at a set time each month

Comparison

Setup Detailed Bills

Number of bills entered

Changes in account, meter numbers

Manual Entry

Bill templates

Easy to learn, can be tedious

One at a time Easy to identify and change at bill entry

Bill Import

Create profile

Can be uploaded from spreadsheet using profile

Up to 10,000 at a time

Results in import errors that must be investigated and corrected

To enter a few bills, use bill entry

To enter a few bills, use manual bill entry

To enter multiple bills or bills with many lines, you might want to set up a bill entry template and your bills.

To enter multiple bills or bills with many lines, you might want to set up a bill entry template and import your bills

Manual Bill Entry

Search by account

Bill header–auto populated fields

Bill Balance

Special Charges

Verify

Fixing mistakes

EnergyCAP recommends that you enter bills from the screen

EnergyCAP recommends that you enter bills from the bill processing screen

EnergyCAP’s built in Quality Control for manual bill entry is called bill

EnergyCAP’s built-in Quality Control for manual bill entry is called bill balance

Importing Bills

Import spreadsheet template

Import Batch

Select file to import and import profile

Import profile

Pre-import verification

Bill import errors

The columns on the bill import spreadsheet correspond to the __ ____ found on your utility bill

The columns on the bill import spreadsheet correspond to the bill lines found on your utility bill

Bill listsUsed to organize and sort multiple bills

Use filters to create groups of bills customized by user or place

Create a bill list

Bill list filters

Bill lists are used to and multiple bills

Bill lists are used to organize and sort multiple bills

Recommended Billing Reports: BL17

Recommended Billing Reports: BL22

Recommended Billing ReportsBL12: Executive Summary by Commodity

Recommended Billing ReportsBL34: Bills Overdue from Vendor

Questions

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bill entry in energycap

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