Entering Bill Information

During bill entry, complete or edit any line items associated with the bill entry template. Depending on the nature of the bill entry template used, some available fields may require a value and others may not. It is impossible to address the bill creation process with specificity. Many of the displayed labels and inputs are components of one or more templates assigned to the account or the associated meter(s). Others are part of the bill entry work flow as defined in the Work Flow Wizard.

1. Enter or edit the following fields:
   

   • Start date: The calendar day signifying the beginning of the specific billing interval. The default is the end date of the most recent bill entered in E2is or the current date if no bills are currently entered.

     • To change the date, type the date or use the drop-down calendar to select the date.

   • End date: The calendar day signifying the conclusion of the specific billing interval. The default is the end date based on the account billing cycle.

     • To change the date, type the date or use the drop-down calendar to select the date.

   • Billing period: The user defined chronological division used to group bill data for accounts payable purposes.

     1. Select the month from the drop-down list. This field is auto-populated based on the midpoint between bill Start and End dates but can be changed by the user.

     2. Select the year from the drop-down list. This field is auto-populated based on the midpoint between bill Start and End dates but can be changed by the user.

   • Pay amount: The monetary figure representing the balance of payment due.

2. If applicable, complete or edit options including the following:
   

   • Batch number: The bill batch that includes the current bill.

   • Invoice Number: The unique vendor identifier for the bill.

      

   • Account Period: The chronological division used to group bill data for financial accounting and/or budgeting purposes.

   • Next Reading: The calendar day of the subsequent scheduled meter/counter examination.

   • Control Code: File or document scan identifier distinguishing the storage location of the physical bill.

   • Statement Date: The calendar day the account record was generated.

   • Due Date: The calendar day payment is expected.

   • Account Year: The specific twelve-month period with regards to your organization’s financial accounting system.

   • Estimated checkbox: Indicates that the bill values are estimated, not actual, values.

3. Complete the unique template information for the commodity associated with the account/meter, including:

• Use: The amount of the commodity consumed, as indicated on the billing statement.

• Cost: The cost for purchasing the commodity (may be the same as pay amount or may be different).

• Other: Unique items required for energy management and utility bill tracking. Will vary from bill template to bill template

• Special Charges: Additional bill elements that are customarily not associated with usage, such as late fees, etc.