myaccount user guide - gas & electricity suppliers …...myaccount user guide for large business...
TRANSCRIPT
Manage your account information online
MyAccount for Large Business is designed to help you analyse and understand your EDF Energy electricity account, while monitoring your energy use and costs. This user guide will help you get the most out of this online tool.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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Logging in and getting around
Problems logging in? Contact us via [email protected]
The first step is to open a new web browser and go to edfenergy.com/myaccount-business
Then, enter your username and password which you will have received by email.
Logging in and getting around
Getting started
Select company
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
Once you’ve logged in, you’ll see the MyAccount for Large Business homepage with quick access to key tools to manage your electricity account via the two main menus.
Logging in and getting around
Getting started Logging in and
getting around
Getting started
Select company
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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1 If you have access to more than one company, you’ll need to select the company you want to work with before you can use any of the functions. It’s easy to switch between companies using the ‘Select Company’ option at the top of the page.
2 If you use one company more than others you can select this as your default company using the ‘Set as default’ tick box. This company will be automatically selected each time you log onto the portal.
Logging in and getting around
Select company Logging in and
getting around
Getting started
Select company
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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Managing your portfolio3 If you need access to additional
accounts or companies, you can request this via the ‘add Company or Account’ option at the top of the page.
4 Simply enter the name of the company followed by either the account number or MPAN number.
You will be notified by email once your request has been fulfilled.
4
3
Logging in and getting around
Managing your portfolio
Removing companies or accounts
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
Removing companies or accounts from your portfolio
If you no longer require access to a particular company or account, let us know so we can remove it from your portfolio.
5 Simply click on the ‘Contact Us’ option on the menu bar.
6 Complete the ‘Remove Company’ option and we’ll do the rest.
6
Logging in and getting around
Managing your portfolio
Removing companies or accounts
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
Managing your portfolio
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View your paperless and copy bills...... so you won’t need to request and wait for copy bills to arrive. What’s more, our paperless bills are VAT compliant* too. They’re stored in the system so you can view them in MyAccount and save them to your computer. You can view your latest bill meaning you’ll also reduce paper burden and won’t have to worry about losing a bill ever again.
* If you choose to have online bills as your primary billing channel.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
Viewing your single site bills
Viewing your consolidated bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
Viewing your single site bills
7 In order to see a single site bill, simply click on the ‘Billing’ tab.
8 You will then be presented with a list of your accounts you have access to. Click the Select button next to the site you wish to view an invoice for.
You will then be presented with a drop down list with dates of your historical bills. Choose the date range for the billing period you wish to view and click display. You will then be presented with your bill in .pdf format.
For more information regarding your bill, please visit the ‘Understanding your bill’ guide on the MyAccount for Large Business homepage.
TIP: You can use the search box to quickly find a bill. Simply enter either an address, MPAN or account number.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
Viewing your single site bills
Viewing your consolidated bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
View your paperless and copy bills...
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Viewing your consolidated bills
Consolidated Billing is designed specifically for large organisations that require a summary of all their site bills in one easy-to-read consolidated bill.
Parent Account
9 In order to view a consolidated bill you will need to click on the ‘Billing’ tab. You will then be presented with a list of accounts. You will be able to view a consolidated bill on all accounts with a ‘P’ in the consolidated bill column. This indicates a parent invoice and will contain all invoices associated to the parent and summary sheet.
Simply click on the ‘Select’ button next to the account, choose the appropriate date range and click ‘Display’.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
Viewing your single site bills
Viewing your consolidated bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
View your paperless and copy bills...
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Viewing your consolidated bills continued
Child Account
10 A child account relates to a specific site that is billed as part of your parent account. In order to see a child account charge report within your consolidated invoice, you will need access to the parent account. Talk to your Account Administrator for more information (the individual contact for your account is shown at the top of every page of your bill).
A child account site that is associated to a parent account will be shown with a ‘C’ in the consolidated bill column. Simply click on the ‘Select’ button next to the account, choose the appropriate date range and click ‘Display’.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
Viewing your single site bills
Viewing your consolidated bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
View your paperless and copy bills...
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View your consumption dataAnalyse your half hourly and non-half hourly data
View and download the electricity usage data used to create your bills. Choose to see your data in spreadsheet format or as graphs, to help you analyse and manage energy usage within your portfolio.
For non-half hourly data you can see the split of consumption by register on your meter, which will match the rates charged on your bill. The data provided is listed by invoice number so it’s easily reconcilable against your bills.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
View your half hourly consumption data
View your non-half hourly consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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View your half hourly consumption data
You can download half hourly consumption data in different formats (MS Excel© or CSV files) for your accounts and meters (MPANs). If you select multiple meters, you have the option of compressing your data into a Zip file, or requesting it in several files.
You can view your half hourly consumption data in an on-screen graph, which will show you any anomalies or problem areas for investigation. The consumption graphs allow you to make historical comparisons between sites, or year-on-year comparisons for a single meter.
11 Simply click the ‘Consumption Data’ tab, then select ‘Half Hourly Data’ from the dropdown list.
12 You will then be presented with a list of all of your accounts. Select the accounts that you wish to view by ticking the relevant checkbox(s) and then click the ‘Next’ button.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
View your half hourly consumption data
View your non-half hourly consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
View your consumption data
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View your half hourly consumption data continued
13 You will then be asked to select the date range and format (graph, table or download) you wish to view.
14 Choose the MPAN(s) you wish to view and click the ‘Next’ button. You will now be presented with your data.
TIP: For a view of intraday consumption choose the same date in both date range boxes (i.e. 12/02/2013 To: 12/02/2013). You will then be able to view consumption over that 24hr period.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
View your half hourly consumption data
View your non-half hourly consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
View your consumption data
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View your half hourly consumption data continued
Graphs allow you to view individual register consumption, active vs. reactive power and maximum demand for your chosen MPAN over the last 12 invoice periods.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
View your half hourly consumption data
View your non-half hourly consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
View your consumption data 15/29
e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
View your non-half hourly consumption data
Viewing your Non-Half Hourly consumption data works in the same way as with Half Hourly data.
15 Simply click the ‘Consumption Data’ tab, then select ‘Non-Half Hourly Data’ from the dropdown list.
16 You will then be presented with a list of all of your accounts. Select the accounts that you wish to view by clicking the relevant ‘Select’ button.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
View your half hourly consumption data
View your non-half hourly consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
View your consumption data
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View your non-half hourly consumption data continued
17 You will then be asked to select the date range and format (graph or table) you wish to view.
18 Choose the MPAN(s) you wish to view and click the ‘Select’ button. You will now be presented with your data.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
View your half hourly consumption data
View your non-half hourly consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
View your consumption data
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e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
View your non-half hourly consumption data continued
Graphs allow you to view individual register consumption, active vs. reactive power and maximum demand for your chosen MPAN over the last 8 invoice periods.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
View your half hourly consumption data
View your non-half hourly consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
View your consumption data 18/29
e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
Document section19 The document section is where
you can find all of your reports, bills, statements and data, ready to download, anytime.
20 When you download half hourly data, a copy will be stored in the document exchange area for 6 months, in case you need to retrieve a copy.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
Submitting a meter readSubmitting meter reads through MyAccount for large business is a simple way to reduce estimated bills for your non-half hourly accounts.
21 Click on the ‘Meter Reading’ tab to submit a reading.
22 Simply select the account or meter number you want to work with, and enter the meter read. You can sense-check your reads against the last ones entered for the meter.
23 Once you click the submit button the meter reading will undergo some basic validation. If you have problems submitting your read, please contact your dedicated Account Administrator (contact details given at the top of your bill).
If for some reason we don’t use your meter read once submitted, we’ll make sure we contact you to let you know.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Billing window
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
22
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Submit your meter reading before the billing window
24 The billing window is the period when your bill is produced, and is unique to each account. We need to receive your meter reads just before your billing window to ensure you receive the most accurate bill. Please note, if you do submit your meter read during the billing window, we can’t take it into account for that bill.
To ensure you submit your meter reads accurately, follow the simple steps below:
i. Talk to your Account Administrator (contact details are shown at the top of every page of your bill)
ii. Find out the billing window for each account you wish to submit meter reads for
iii. Submit meter reads each month (avoiding the billing window) to ensure you receive accurate bills.
Call us for more information on 08453 663 664.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Billing window
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
Submitting a meter read
Account enquiries? Call 0800 100 100John SmithOur business hoursMon - Fri 08:00 - 17:00edfenergy.com/largebusinessFor power cut or emergency call 0800 028 0247 UK Power Networks
Account number / Invoice Number:12345678910 / 123450000002
Invoice period: 01 Jan 12 - 31 Jan 12Invoice issue date: 01 Feb 12Your ref: BVATIN01Page 1 of 9A
Mr SampleEnergy Manager, Sample Ltd10 Sample WaySampledonSA1 2LE
Account balance brought forward
Account balance last period £−500.00
Payments received £500.00
Total balance brought forward £0.00
Important account informationIf you require help to understand the various sections or components of this bill, please visit edfenergy.com/largebusiness.
breakdown of costs, please visit the specific reconciliation section within this invoice.
maintain your inventory records and to notify your network operator as and when there are any changes.
‘MyAccount for Large Business’.
actuals online.
VAT registration number: 523 0412 02
Electricity invoice: £1,342.74Status: This VAT invoice is now due for paymentPayment due date: 15 Feb 12Meter type: MixedPayment terms: Monthly/Direct Debit, 14 days, in line with your Terms and ConditionsSupply address: Base and Ground, 68 Sample Way, Sampledon, SA1 2LE
Invoice summarySupply charges for this periodConsumption charges for this period £500.00Fixed charges £99.82Total supply charges for this period = £599.82
Total distribution charges for this period 99.92
Total transmission and agent charges for this period £88.00
Total volume management charges for this period £100.00
Total reconciliation charges £100.00
Total additional charges and adjustments for this period £50.00
Total LPI for this period £50.00
Total CCL for this period £50.00
Invoice total (excl. VAT) £1,137.74
VAT on £1000.00 at 20% £200.00VAT on £100.00 at 5% £5.00VAT on £37.74 at 0% £0.00VAT total = £205.00Green Deal charges £714.00
Invoice total for this period (incl. VAT) £2056.74
Total balance brought forward £0.00
Total to pay (incl. VAT) £2056.74
Payment Due NoticePlease note that if your payment is not received by the payment due date given above, you may incur late payment interest charges. These are detailed within the ‘Our Charges’ section of your Terms and Conditions
visit the specificspecificin this invoice.ce.
ur inventory records and to notify inventory records and to notifyk operator as and when there areoperator as and when there a
arge Business’.rge Bus
=
his periodd
agent charges for this periodnt charges for this period
management charges for this periodharges for this period
reconciliation chargesreconciliation ch
Total additional charges and adjustments for this pdditional charges and adjustment
Total LPI for this periodTotal LPI for this period
Total CCL for this periodTotal CCL for this perio
Invoice total (excl. VATInvoice total
VAT on £1000.0VAT onVAT on £VAT oVA
24Account enquiries? Call 0800 100 100John SmithOur business hoursMon - Fri 08:00 - 17:00edfenergy.com/largebusinessFor power cut or emergency call 0800 028 0247 UK Power Networks
Account number / Invoice Number:12345678910 / 123450000002
Invoice period: 01 Jan 12 - 31 Jan 12Invoice issue date: 01 Feb 12Your ref: BVATIN01Page 1 of 9A
Mr SampleEnergy Manager, Sample Ltd10 Sample WaySampledonSA1 2LE
Account balance brought forward
Account balance last period £−500.00
Payments received £500.00
Total balance brought forward £0.00
Important account informationIf you require help to understand the various sections or components of this bill, please visit edfenergy.com/largebusiness.
breakdown of costs, please visit the specific reconciliation section within this invoice.
maintain your inventory records and to notify your network operator as and when there are any changes.
‘MyAccount for Large Business’.
actuals online.
VAT registration number: 523 0412 02
Electricity invoice: £1,342.74Status: This VAT invoice is now due for paymentPayment due date: 15 Feb 12Meter type: MixedPayment terms: Monthly/Direct Debit, 14 days, in line with your Terms and ConditionsSupply address: Base and Ground, 68 Sample Way, Sampledon, SA1 2LE
Invoice summarySupply charges for this periodConsumption charges for this period £500.00Fixed charges £99.82Total supply charges for this period = £599.82
Total distribution charges for this period 99.92
Total transmission and agent charges for this period £88.00
Total volume management charges for this period £100.00
Total reconciliation charges £100.00
Total additional charges and adjustments for this period £50.00
Total LPI for this period £50.00
Total CCL for this period £50.00
Invoice total (excl. VAT) £1,137.74
VAT on £1000.00 at 20% £200.00VAT on £100.00 at 5% £5.00VAT on £37.74 at 0% £0.00VAT total = £205.00Green Deal charges £714.00
Invoice total for this period (incl. VAT) £2056.74
Total balance brought forward £0.00
Total to pay (incl. VAT) £2056.74
Payment Due NoticePlease note that if your payment is not received by the payment due date given above, you may incur late payment interest charges. These are detailed within the ‘Our Charges’ section of your Terms and Conditions
visit the specificspecificin this invoice.ce.
ur inventory records and to notify inventory records and to notifyk operator as and when there areoperator as and when there a
arge Business’.rge Bus
=
his periodd
agent charges for this periodnt charges for this period
management charges for this periodharges for this period
reconciliation chargesreconciliation ch
Total additional charges and adjustments for this pdditional charges and adjustment
Total LPI for this periodTotal LPI for this period
Total CCL for this periodTotal CCL for this perio
Invoice total (excl. VATInvoice total
VAT on £1000.0VAT onVAT on £VAT oVA
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e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
Carbon Reduction Commitment Energy Efficiency Reporting25 The Carbon Reduction
Commitment Energy Efficiency Scheme (CRCEES) is a mandatory scheme aimed at improving energy efficiency and cutting emissions in large public and private sector organisations. Organisations qualified for the CRCEES phase 1 (April 2010 - March 2014) based on 2008 consumption.
We offer a free CRCEES reporting service via MyAccount for Large Business which allows you to choose from a range of reporting periods available in PDF and spreadsheet format.
The report will give you key information regarding your energy for annual reporting and the allowances you will need to purchase to cover those emissions. It also contains information to help you comply and succeed in the scheme.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Selecting reports
Editing your profile
Changing password
Contact us
We’re here if you need us
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Selecting reports
A ‘Select All’ report will select all of the sites within your portfolio. If you require a report for specific sites, it’s best to opt for a ‘Selective Sites’ report.
26 Select All Report
Simply choose the required date range for your report, select the ‘All Sites’ radio button and click ‘Next’. You will be notified when your report is ready to be downloaded from the ‘Documents’ section.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Selecting reports
Editing your profile
Changing password
Contact us
We’re here if you need us
Carbon Reduction Commitment Energy Efficiency Reporting
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e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
Selecting reports continued
27 Selective Sites Report
Select your chosen date range and ‘Selective Sites’ option. Once you click ‘Next’ you will be required to choose the sites from your portfolio. You will be notified when your report is ready to be downloaded from the ‘Documents’ section.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Selecting reports
Editing your profile
Changing password
Contact us
We’re here if you need us
Carbon Reduction Commitment Energy Efficiency Reporting
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Editing your profileAmending your personal details
28 You can update personal information such as your name, company name, contact telephone number and email address by clicking on the profile link at the top of the page.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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Changing password29 You can change your password
at any time through the Change password link.
If you have forgotten your password, you can request a reminder through the ‘Forgotten your password?’ link on the login page. Your password will be emailed out to your nominated email address.
If you need a complete reset of your login details, please contact us at [email protected]
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
Forgotten password link on the login page
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Contact us30 You can get in touch with us if
you have any questions. Simply click on the ‘Contact Us’ option on the menu bar, where you will be presented with a form to complete.
31 Once you have filled in all the required details click on the ‘Submit’ button.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
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We’re here if you need usIf you have any queries about MyAccount for Large Business, please let us know so we can help - either via phone, the ‘Contact us’ section or through your account administrator.
Logging in and getting around
Managing your portfolio
View your paperless and copy bills
View your consumption data
Document section
Submitting a meter read
Carbon Reduction Commitment Energy Efficiency Reporting
Editing your profile
Changing password
Contact us
We’re here if you need us
08457 653 653 [email protected] edfenergy.com/myaccount-business
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e-guides - a better way of working
Why e-guides? At EDF Energy we are committed to using the most sustainable working practices wherever possible and this includes when delivering communications to our customers. e-guides significantly reduce the volume of printed material we need, reducing our carbon footprint and contributing towards our 2012 Climate Commitment pledges.
Our customers appreciate e-guides because they offer timely delivery of easy to access information in an ideal format for the modern screen based working environment.
edfenergy.com/largebusiness
To view our fuel mix visit edfenergy.com
e-guide B2B-MAB-0116 © Copyright EDF Energy 2016. All rights reserved.
EDF Energy Customers plc with registered number 2228297. EDF Energy 1 Limited with registered number 3986835.
Registered offices at 40 Grosvenor Place, Victoria, London, SW1X 7EN Incorporated in England and Wales. EDF Energy 1 Limited acts as agent of EDF Energy Customers plc for the purposes of collecting all payments in connection with its supply contracts. The responsibility for performance of supply obligations rests with EDF Energy Customers plc.