Summary accounts

When your utility vendor provides a single bill with multiple service addresses (often called a  summary bill) you can represent this in EnergyCAP as a Summary Account with linked sub accounts. Each individual service address is represented as a sub account.

This is helpful to both your accounting department and facility managers because:

• When you subscribe to Accounting Export it's easy to export the single summary bill for payment to your accounting system.
• Breaking the summary account into individual parts gives facility managers cost and use information for each service address.

Summary accounts

Summary accounts in EnergyCAP represent the summary bill provided by your utility company. You can link multiple individual accounts (call sub accounts) to a summary account in two ways:

• In the application
• Using a setup spreadsheet

When configured, a summary account icon looks the same as a regular account in the Accounts module. It does not have a special icon or visual marker. You'll see it in the hierarchy just like any other account.

How to manage sub accounts

• You create a sub account when you link the account to a summary account.
• A sub account cannot be linked to another sub account.
• There is no limit to the number of sub accounts you can link to a summary account.

Avoid double counting when using summary accounts

To avoid double counting it's important to place the summary account and the sub accounts in their appropriate cost centers. For example, you might place the summary account in a non-reporting cost center and place each sub account in their respective cost center.