Adding and Viewing Account Memos
Account Memos are account-associated messages that can be viewed, edited and retrieved from the Bill Entry window as well as the Account Properties window in EnergyCAP.
Since Account Memos are associated with the ACCOUNT rather than the bill, and because the messages are not associated with a particular timeframe, Account Memos are useful for adding 'informal' account-related information that can and should be seen and edited by both bill entry and supervisory personnel.
When a new Memo is created, a timestamp is automatically added, but it can be edited/deleted along with any other data. Account Memos are accessible and editable from any Bill Entry window that is associated with the account, regardless of bill date.Adding an Account Memo from the Bill Entry window
- To add an Account Memo from the Bill Entry window, click the Account Memo icon
. The Account Memo window will open.
NOTE: A zero to the right of the icon indicates no pre-existing memo is available for that account. A "1" indicates that a memo is present.. - Click the Edit button to add the timestamp and render the window editable.
- Input the desired Account Memo information.
- Click Save to save the Memo and close the Account Memo window. Or click Cancel to exit the Account Memo window without saving the changes.
Adding/Editing an Account Memo from the Account Properties window
- To add an Account Memo from the Account Properties window, first select the account from the Acccounting Tree View and right-click to select Properties from the popup menu options. The Account Properties window will open.
- Click the Memo tab to display any existing memos.
- Click the Edit Memo button to render the Memo: window editable
- Input the desired Account Memo information.
- Click OK to save the Memo and close the Account Memo window. Or click Cancel to exit the Account Memo window without saving the changes.
Viewing and Editing an Account Memo
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View the account memos from the Bill Entry window for the associated account by clicking the Account Memo icon
. The Account Memo window will open. -
Edit the Account memo by clicking the Edit button.
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Close the Account Memo window by clicking the Close button or the X in the upper right-hand corner of the Account Memo window.
