Adding and Viewing a Bill Entry Note
Bill Entry Notes are meter-based one-line annotations that can be added to the Bill Entry grid via Meter Properties. They will appear on the Bill tab for all current or historical bills for the account associated with the meter. Bill Entry Notes are a good way to provide meter-specific information that might be valuable for bill entry personnel or Energy Managers to know when viewing utility bills.
Adding a Bill Entry Note
To add a Bill Entry Note:
- Navigate to the Facility Manager (Setup > Facilities) and select the meter with which the Note will be associated.
- Right-click the meter and select Properties from the popup menu. The Meter Properties window will open.
- Click the Bill Entry Note tab.
- Input the desired note in the Bill Entry Note field and then click OK. The Bill Entry Note will be saved and the Properties window will close.
Viewing a Bill Entry Note
Bill Entry Notes are viewable from the Bill Entry grid for all current or historical bills associated with the meter with which the Note is associated.
To view a Bill Entry Note:
There are many ways to view a bill with which a Bill Entry Note has been associated. One way is to navigate to the Account Manager (Accounting>Accounts) and select the account with which the meter with the note has been associated. Then click the Bills tab and double-click any of the historical bills associated with the account. The Bill Entry Note will be displayed in the Bill Entry grid.
