Bill export bill lists

Bill Export bill lists are predefined lists that help you view bills at different stages of your accounting workflow.

Bill export is the process of sending bills from Utility Management to your accounting system.

Typically, bills are entered, reviewed, and approved before they are exported.

When do I see export bill lists?

• Additional bill lists are in the Bills module if Export to AP or Export to GL is enabled. (steps listed below)
• Void bills are excluded from Bill Export bill lists.

INI file for reformatters

Download the INI file in the Bills module menu (three stacked lines at the top of the hierarchy panel). This INI file is used in some accounting reformatters.

Configure bill export

Your choices made in Bill Export Settings determine what bill lists are visible in the Bill Export section of the Bills module.

1. In the Bills module menu, choose Bill Workflow Settings.
2. Edit the Bill Export section.
3. Configure your export settings.
4. Decide if your workflow requires you to include custom fields in the export.

5. Save.
6. Done.

Export actions

Export bills to AP or GL

When you export bills, the bills you select are:

• Formatted
• Exported to a text file
• Marked as exported in EnergyCAP

Generate sample export file

When you generate a sample export file, the bills you select are formatted and exported to a text file but are not marked as exported.