How is billing period determined?

It is important to accurately identify the billing period for each bill. The billing period impacts how use and cost are reported and graphed. EnergyCAP assigns a billing period month as bills are entered. Rules determine the billing month assignment.

Determining the billing period for some utility bills is straightforward because the start and end dates fall in one month. For the majority of utility bills, each bill does not cover the exact calendar month; days from two (or more) calendar months are included in a billing period.

As a best practice is to enter historical bills in chronological order.

Many graphs and reports display utility billing data based on the billing period. When you have a bill that is dated June 15 to July 15, selecting the proper billing period can be complicated. In terms of monthly reporting, is it a June bill or a July bill? And what about quarterly billing? How does EnergyCAP decide?

Why use billing period rules?

Impacts of overlapping bills

Any chart, graph, or report that displays per day values could be impacted by overlapping bills. Other possible issues include:

Billing period rules

Rules determine the billing period as a bill enters EnergyCAP. These rules apply regardless of the entry method.

Default rule

EnergyCAP splits the difference between the start date and end date; the month that the middle day falls in marks the billing period month.

This is the only logic applied if the number of days in the billing period is greater than or equal to 45.

If the number of days in the billing period is less than 45, the default rule is looked at first, but additional rules are applied.

If the default rule results in a month being skipped and

If the default rule results in a second bill for the billing period and

If all these rules don't work for you, an alternative is to specify the billing period during bill import with one of the four choices listed below.

INPUT

RESULT

!AUTO!

Existing logic for billing period assignment is used.

!START!

Start date of billing period is used.

!MIDDLE!

Midpoint of billing period is used to determine billing period (rounding down)

!END!

End date of billing period is used.