Back to Energy Manager Main Menu

Entering Bills in Energy Manager

Before entering bills, you will need to set up Line Item Types in your account.

Adding Line Item Types

Line Item Types are the charges/fees that appear on a utility bill. There are default line item types already in the system that cannot be edited (usage, charges, demand, etc.). In addition to the default line item types, you can add additional line item types that relate directly to the utility bills you want to track. Refer to the utility bill to determine which line item types need to be created.

Watch the Video Tutorial:

 

To create a new Line Item Type:

  • Click on the Billing Data tab on the left side of the screen.
  • Click Line Item Types.
  • Click Add Type.

 

 

  • Enter the Item Name for the line item (ex. Delivery Charge).
  • Select a service from the Service drop down list.
  • Select a Billing Category:
    • Usage (and associated cost)
    • Demand (ex. On Peak, Mid Peak, Off Peak)
    • Charges Only
    • Taxes
    • Other (Measured)- used for usage only
  • Checking the Flat Charge box will automatically populate that charge on the bill whenever this Line Item is selected.
  • Click Save at the bottom of the screen.

 

Entering Bills

Watch the Video Tutorial:

 

  • Click on the Billing Data tab on the left side of your screen.
  • Click on Utility Bills.
  • Use the Facility, Vendor, and Account filters listed on the left to search for the Account you would like to enter bills for.
  • Select the Account from the list.

 

 

  • If the New Utility Bill screen does not automatically appear on the screen, click the Add Bill button.
  • Enter the Bill date and the Bill amount. These are required fields indicated with 2 red asterisks (**) *Note: Be sure that the Bill Amount only includes the charges for the current bill, and not a balance from past bills.
  • In the first drop down, select the first Line Item Type that is listed on the bill. *Note: It is a best practice to list items on the bill entry form in the order that they appear on the bill.
  • Select the Meter that is associated to this line item.
  • Enter the Start date and End date of the bill.
  • Enter the applicable Usage and Cost for this line item.
  • Repeat this process until all line items from the bill have been entered. *Note: When entering costs for line items, the Balance field will automatically adjust and will not allow you to save the bill unless the Balance equals 0.00.
  • For every subsequent bill that is added for this account, the line items added here will automatically populate for you.
  • Click Save.

 

 

Did you find this helpful? 

 

Back to Top