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Entering Bills in Energy Manager

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

Entering Bills

Watch the Video Tutorial:

 

  • Click on Billing Data from the navigation menu, then select 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.