Account alerts

Use account alerts to control billing activity for an account. Alerts can either warn users or block bill entry.

Alerts appear during manual bill entry. They can prevent users from entering a bill, for example, when your organization is no longer responsible for an account. After you know the effective date, enter it in EnergyCAP to stop future bill entries.

Create an alert

You enter Account Alerts on the account Properties tab.

 

Account alert severity

  1. Warn—Provides a message during bill entry and saves the bill.
  2. Block—Provides a message during bill entry and prevents you from saving the bill.

Effective date
Enter the start and (optional) end date for the account alert. Any bill with an end that falls within this range—whether entered manually or imported—will trigger the alert.

Example account alert

Set a Block alert for a building scheduled for demolition in three months. Set the effective date for when to start the block.

Importing bills and account alerts

The bill import process honors block account alerts. The bill is NOT imported and produces an error (kickout) when the account alert is set to Block.

Manual bill entry messages

You can displays messages and add notes during manual bill entry to provide context or instructions.

  1. Account memo. Displays for all meters linked to an account. Add it by editing the account.
  2. Bill note. Add a note to any bill during manual entry or include it in a bill import file.
  3. Account alert. Displays if the bill's date range falls within the alert's effective period. Add it on the account's Properties page.
  4. Bill entry note. Displays during manual bill entry for a specific meter. Add it on the meter's Properties page.