Create bill splits with a spreadsheet

The download menu lists spreadsheets matching your permissions.

If you copy and paste information, you must use the paste as values option.

This spreadsheet is a special type of setup spreadsheet that lets you create, update, or delete ALL with one file.

When you download the create spreadsheet all the columns are empty. When you download an update spreadsheet, it is the same format populated with the information from your database.

Download the create spreadsheet

To download a blank spreadsheet:

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Create, choose Chargebacks: Bill Splits.
  3. Download the spreadsheet.
  4. The name format is >yyyymmdd-CREATE_BillSplits.xlsx.
  5. Add your information and save.
  6. Use Import to upload your spreadsheet.
  7. The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

This spreadsheet is used to configure the bill split meters.

Spreadsheet layout

The spreadsheet is divided into four sections.

  • Bill split source information.
  • Information for each different bill split type. Each source can be split with only one method.

Create bill splits spreadsheet details

Column Rules
Bill Split Source - Meter Code Enter the meter code for the source of the split.
Bill Split Source- Account Number Enter the account number for the source of the split.
Bill Split Source- Vendor Code If the account number is not unique in UtilityManagement you need to enter the vendor code.
Version - Start Month

A default version is created if nothing is entered.
Version - Start Year
Version - Version Name
Version - Chargeback Workflow Step If the workflow step is created, choose it from the list.
Version - Delete Existing Version Choose DELETE THIS VERSION to remove the version listed on the row.
In a static percentage configuration, meters are selected as a destination and the associated bill split percentages are manually entered. The total is not required to equal 100%. If the total does equal 100% the sum of the bill splits exactly match the source bill.
Static - Destination Meter Code Enter the meter code for the destination of the split.
Static - Destination Account Number Enter the account number for the destination of the split.
Static - Destination Vendor Code Choose the vendor from the list.
Static - Split Percentage A 100% split is not required.
In a dynamic percentage configuration, meters are selected as recipients and the associated bill split percentages are proportional to the floor area that each meter's parent building contributes.  Differences in energy utilization are configured with a weighting factor.
Dynamic - Destination Meter Code Enter the meter code for the destination of the split.
Dynamic - Destination Account Enter the account number for the destination of the split.
Dynamic - Destination Vendor Choose the vendor from the list.
Dynamic - Weighting Factor (optional) A weighting factor is assigned to a meter giving it lighter or heavier importance in a group. A warehouse may have a lighter weighting factor (.25) and a data center may have a heavier weighting factor(1.8).
Advanced bill split
Advanced - Destination Meter Group Choose a meter group to receive bill splits.
Advanced - Split Use, Cost, or Both Determine what you are splitting: use, cost, or both from the source meter.
Advanced - Split Method: Use or Cost

Determine how the destination split is allocated proportionally by use or cost.