catalyst 2016: bill capture

Benefits of Bill CAPture

John HeinzVice President of SalesEnergyCAP, Inc.

Peter CatonSenior Manager, Bill CAPtureEnergyCAP, Inc.

©2016 EnergyCAP, Inc.

Utility Bill EntryBurdens you to manually enter bills

Distracts you from energy management activities

Complicates entry due to various bill formats

Consumes organization’s resources

Your Goal Simply Stated:

Bill CAPture Quotes“We are very pleased with the level of service and responsiveness from the Bill CAPture team…The efficiency of invoice processing eliminated duplicate data entry, reduced the turn-around time for vendor payments, and improved data review.”

“I’m very pleased with the Bill CAPture service and would be happy to provide references for prospective clients.”  

“. . . EnergyCAP’s Bill CAPture service is very easy to use, fast and accurate.”

Enrollment ChecklistCreate new client worksheet in Enrollment Checklist fileCreate/configure Bill CAPture upload user (Must be <=10 characters!)Create client in BC database and set enrollment detailsAdd pricing details in BC databaseSend welcome emailProvide BC client with upload/transfer instructionsPopulate BC Enrollment Form and email to client for reviewForward reviewed BC Enrollment Form to the Bills PartnerCreate BILLCAPTURE User and TOTALPAYAMOUNT observation type via ScriptSet up logging framework

Set up SPROC ("udsp_CheckTotalPayAmount.sql")Set up SPROC ("udsp_SetEstimatedFlag.sql")Set up logging for bill and user authenticationCreate BC Audit groups and Report groups via SQL script Create BC report distribution list & add appropriate usersCreate BC report email batchCreate BC report groupsProvide BC client with general Bill CAPture instructionsTest unique Vendor-Commodity-Rate for OCR accuracyDelete test data and import live batchValidate that invoicing is set up properly in Sugar

Generate Setup Import Sheet

Audits

Reports

Notifications

Notifications

Resolving Kickouts

Website

Website

Website

Easy Four-Step Process

Step 1

Step 2

OCR / Mail Redirect

Web Download

EDI 810

Flat File Import

Step 3

Step 4

What’s Next?

Schedule a Consultation today.Call 877.327.3702

Visit www.BillCAPture.com

Email Sales@EnergyCAP.com

Contact your account representative