Account level charges

Account charges are one-time or periodic charges that may not be part of your bill format. A charge is typically assigned at the account level when it does not have a link or relation to the use or demand on the bill.

Filters in dashboards, reports, and bill lists are available to include or not include account charges.

Some examples of account charges include:

  • Late fees
  • Deposits
  • Credits
  • Connection charges

Meter unit cost does not include account charges.

You can add an account line items to

  • An existing bill
  • To the bill format
  • At the vendor level.

    At the vendor level you can add account line items that you want to always appear on new bills. This helps keep all new bills consistent for reporting. You can also copy account line items from one vendor to another.

Incorrect placement of late fee on a meter

There are 3 electric meters on this bill. This month shows an incorrectly placed late fee on the first meter. This results in an inflated unit cost for the first meter.

Meter Powerview

Meter Powerviews do not include account line items when calculating unit cost.

Account Powerview

Account Powerviews include all charges when calculating the unit cost.

Correct placement of late fee

The late fee for this bill is added as an account line. Notice the correct unit cost for the meter.

High-level steps to update a bill format

  1. Select the account and enter your utility bill information.
  2. Click the pencil for Edit Account Bill Lines.
  3. Add your new line types and captions, click Save.
  4. Enter the dollar amounts for each account bill line.
  5. Save the bill.
  6. Apply the new bill format. Select how you want to apply the new format.
  7. Click Apply and Close.