Account code alias

Account code alias

• You can add an account code alias when editing an account or from the Bill Import Errors screen. You cannot update or view aliases in an update spreadsheet.
• An account code alias is useful when importing bills.
• You can add up to five unique aliases.
• During import, EnergyCAP checks the account code on each bill against these aliases.
• If the code matches an alias, the bill is imported instead of being rejected.
  
  

When to update the account code vs. add an alias

Add an alias when

• The account code in your bill import file doesn’t exactly match the account code printed on the utility bill and already stored in EnergyCAP.

• Common examples:
  • Extra characters appear in the import file (for example, leading zeros, suffixes).
  • Formatting differences occur (for example, dashes vs. no dashes).

Adding an alias lets EnergyCAP match these variations to the correct account without changing the true account number.

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Update the account code when

• The utility vendor changes the account number on the actual bill.

• In this case, the number stored in EnergyCAP is no longer current, so you should update the account record to reflect the new official account code.