Bill Upload Audit Settings

Older bills can create flags that take time to review and resolve. By default, all bills are audited. The Bill Upload Audit Setting lets you skip auditing for historical bills, so your team can focus on the flags that matter now.

What makes a bill historical

A bill is historical when its statement date is 60 days or more before the date it entered EnergyCAP. If a bill has no statement date, EnergyCAP uses the bill end date. EnergyCAP checks this automatically for every bill when it's imported.

Which date EnergyCAP uses depends on how the bill enters EnergyCAP:

• Bill Capture customers: the bill's received date.
• All other customers: the bill's create date.

The batch type or upload category you choose does not determine whether a bill is historical. Only the dates do.

Audit setting options

• Audit historical bills (default): All bills are audited when they're imported, regardless of how old they are.
• Do not audit historical bills: Historical bills are not audited, so they don't create audit flags. Bills under 60 days old are audited as usual.

Bills you enter manually are always audited.

To switch to Do not audit historical bills, contact EnergyCAP support. You can't change this setting yourself.

See which bills are historical

You can add an Upload Age column to bill lists and flag lists. It shows whether a bill's statement was Under 60 days or 60+ days old when it was imported. EnergyCAP compares the bill's statement date (or end date, if there's no statement date) to the received date for Bill Capture customers, or to the bill's create date for all other customers. This can help you focus your efforts on resolving flags on the most recent bills.

Upload Age Details shows the number of days. Both Upload Age and Upload Age Details are available as filters.