Summary accounts

When your utility vendor provides a single bill with multiple service addresses (often called a  summary bill) you can represent this in UtilityManagement 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:

• 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

UtilityManagement summary accounts represent the summary bill from your utility provider. You can link accounts in the application or with a spreadsheet.

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

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.