October 2024

Published December 5, 2024

Summary accounts

UtilityManagement now has the option to create Summary Accounts with linked Sub Accounts.

When your utility vendor provides a single bill with multiple service addresses (summary bill) you can represent this as a Summary Account with link Sub Accounts.

Avoid double counting

To avoid double counting it's important to place the summary account and sub accounts in their appropriate cost centers

Additional options for Automatically Create and Advanced Bill Import

The autocreate option used with the advanced file format now includes vendor and account remit addresses and summary account information. 

Report Designer BI

Cost categories have been added to Report Designer. You can see the Data Dictionary here.