Bill Entry in EnergyCAP

Standard Track

Bill EntryPresented by SJ Bergman, CEM, CMVP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com


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

Few

Received infrequently


Types of Bill Entry

Import–typically used when bills are

Complex

Many

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

Technology

Transcript of Bill Entry in EnergyCAP