Bill calculation use

Several options are available when calculating use for a meter.

Use options for bill calculation

Bill calculation use form

Create a cost only bill by setting the fixed amount to zero.

Use source—SmartAnalytics data point

When you use both UtilityManagement and SmartAnalytics, you have the option of linking to a SmartAnalystics data point and using the SmartAnalytics interval data to create your chargeback bill.

Use source—Channel readings

This option uses readings from a submeter to calculate use. You can choose any channel with the category of use. The chargeback process uses any standard interval type and calculate the monthly use.

If a channel interval is less than a month, the values are rolled up to a monthly total. For demand the highest value in the month used.

Use source—Fixed amount

Use is determined by a fixed amount.

Lighting that may not be metered and the the monthly use is calculated outside of UtilityManagement.

Use source—Copy use from another meter

Copy a percent of use from another meter. The meter can be a different commodity when the unit system has a conversion between the two commodities. This is not a bill split, the source bill is not be marked as split.

1. Calculating sewer use based on water use.
2. A student union building with various tenants. Each tenant meter copies a percent of the student union meter.

Use source—Calculation (add/subtract meters)

Add and subtract meters or meter groups. 

  • Common use is used for calculations and is converted to the meter's use unit specified on the bill.
  • The chargeback calculation fails if the meters or meter groups are not the same commodity or in the same commodity category.


  1. Sum multiple vendor bills to generate a total use, cost and unit cost.
  2. Sum the output meters from an energy plant.

Calculated bill start and end dates

When calculating a bill based on anything other than channel data, the start/end dates provided are the first and last day of each generated bill (when no dates are provided, the first day of the billing period and the first day of the month following the billing period are used).

In these situations, the billing period selected determines which bills are used from other meters in the calculations. For instance, when you are aggregating a set of bills to create a calculated bill, you choose April as the billing period, and provide a custom start date of April 10 and end date of May 10, then:

  • The created bill has a billing period of April.
  • The created bill starts on April 10 and end on May 10.
  • The aggregated bills include any bill with a billing period of April (NOTE: the source bills for calculations do NOT need to fall within the dates of the bill being created).

Affects of dates on bill calculations

Monthly channel

The dates of the submeter readings are the dates of the bill.

Reading Timestamp Use Reading Demand Reading Bill Start Date / Bill End Date Usage value on the bill  Demand value on the bill
4/1/2021 12:00 AM 33323 185 4/1/2021 28545 170
5/1/2021 12:00 AM 28545 170 5/1/2021    
4/1/2021 12:00 PM 33323 185 4/1/2021 28545 170
5/1/2021 12:00 PM 28545 170 5/1/2021    
4/1/2021 12:01 PM 33323 185 4/2/2021 28545 170
5/1/2021 12:01 PM 28545 170 5/2/2021    
3/31/2021 11:00 PM 33323 185 4/1/2021 28545 170
4/30/2021 11:00 PM 28545 170 5/1/2021    

Less than monthly channel

When a channel is not a monthly channel UtilityManagement summarizes the readings as of the specified start and end date.

To override the start and end dates

The most common reason to enter specific start and end dates is to match the vendor bill dates with the submeter readings (only used with less than monthly channel).

Use the Chargebacks module menu and select Allow editing batch and bill header data when running chargebacks.

Readings that are used to calculate bills start at midnight of the start date or the 1st of the billing month through midnight of the end date or the 1st of the next month.