Create button overview

The Create button provides quick access to manual bill entry, importing files, and creating common objects. Your user role determines what options are visible to you.

Common tasks are shown on the left. If you are creating items at one time try the Setup Spreadsheets link.

The Create button works with:

Dashboards

• Dashboard
• Map Dashboard

Buildings and Meters

• Organization
• Building
• Meter
• Import Interval Data

Groups and Benchmarks

• Building Group
• Meter Group

Accounts

• Cost Center
• Account

Vendors and Rates

• Vendor
• Rate Schedule

Bill Processing

• Enter Bills
• Import Bills
• Bill List