Account overview

An account connects a vendor to one or more meters and serves as the billing relationship in EnergyCAP. Bills are received and stored at the account level, and accounts are organized into cost centers to match your organization's financial structure.

You can manage your accounts with the All Accounts option in the Accounts module.

Account hierarchy example

Accounts

  • Receive bills for one or more meters.
  • Are associated with a single vendor.
  • Can be either a vendor account or an internal chargebacks account.

Deregulated accounts

A typical deregulated scenario links two accounts to one meter.

Reports

You can download configured reports (quick reports) directly within the Accounts module.

The filters used to create the quick report are listed on the last report page and are automatically set for you. You can modify these filters when you use Configure Advanced Options.

 

Manual bill entry messages

You can display 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.