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Adding Accounts and Meters

Accounts are the individual utility accounts that you would like to track billing data for. Meters are the devices that measure your consumption at your Facility. Each Account can have one or multiple meters depending on how they are set up. Typically, you can find your Account number and Meter number on your actual utility bill.

Watch the Video Tutorial:

How to Add an Account

  • Click on Utility Accounts, and then click on Accounts & Meters.

 

 

  • Click + Add Account

 

 

  • Select a Facility from the drop-down list.
  • Select the corresponding Vendor from the drop-down list.
  • Enter the Account Number as it is displayed on your utility bill.
  • Next you will select a Start Date. This will default to the start date of the database. You do not need to change it unless needed.
  • Click Save.

How to Add a Meter

Now that you have saved the Account, the Meters tab at the top of the Account screen will be available.

  • Click on the Meters tab.
  • Click + Add Meter.

 

 

  • Enter the Meter name.
  • Select the Meter Service from the drop-down list.
  • Select the Meter Type.
  • Select the Meter Unit.
  • Check whether or not this meter Is Measured?
  • Click Save.

 

 

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