Edit Bill Toolbar
The Edit Bill toolbar contains a number of shortcut tools you can use to access bill edit functions.
| Toolbar Icon | Shortcut | Description |
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Previous/Next | View the Previous/Next bill in the sequence. |
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Properties | View the bill properties |
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Override G/L Code | Override the G/L code. This icon becomes active when the focus of the application is on a bill entry field. See the topic on Overriding a G/L Code for a specific bill. |
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Add Special Charge (left icon) |
Add a special charge |
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Remove Line (right icon) |
Remove a line |
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New Message | Create a new bill message |
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Bill Messages | View bill messages |
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Account Alerts | View Account Alerts (Account Alerts can be set in the Account Properties window from the Alerts tab). |
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Account Memos | View Account Memos (Account Memos can be set in the Account Properties window from the Memos tab). |
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Bill Image | View the scanned bill image (icon is active only if an image is available to view) |
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Issue Tracker | Create a bill issue using the Cost Avoidance Issue Tracker tool. Issues can be tracked, shared, and reported on. |
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View Issue | View existing bill Issue. |
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Find | Locate a particular Account using the Find Account window. |
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Cancel Edit | Exits the Edit window and opens a Create Bill window for the current account. CAUTION: If used from the Edit window for an historical bill, the historical bill dates will be the default date values. |
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Calculator | NOTE: This icon is only active when the cursor/focus is in a numeric field in the bill enty grid ('yellow' portion of the bill entry screen). Permits entry of mathematical formulae. The result will automatically be entered in the current field. |
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Run Rate Processor | NOTE: This icon is only active when the current account/meter has an associated rate. Runs the rate processor for the rate associated with the current account/meter. |
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Assign Template | Opens the Assign Templates and G/L Records window for the current account. |
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Refresh Templates on Screen | Updates the Bill window with the current bill template. |
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Void/UnVoid |
Voids or UnVoids the bill (toggle) while maintaining billing data in the system. Void bills are not counted in reports or PowerViews. They will not display in the bill entry window. They will display in the Bills tab, and may be unvoided using the right-click popup menu, or by editing the bill, clicking on the Void/UnVoid icon, and selecting the UnVoid option. NOTE: Voided bills can be hidden in the Account Manager Bill list if the Hide Non-Standard Bills checkbox is checked (see Bills tab). Although a change is made to the Bill History List in the Account Manager as soon as the the box is checked/unchecked, there is no communication between the Account Manager and the Bill Entry window so the state of the checkbox is not recorded by the EnergyCAP application until the application shuts down and is restarted. If it is necessary to see/hide voided bills quickly, set the checkbox appropriately and restart the EnergyCAP application. |
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Edit this Bill | Opens an Edit window for the currently-viewed Bill. |
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Split Bill | Splits the current bill by running the Bill Split Processor for the current bill. This icon is only active from the Bill Edit window for bills that were not split during data entry |
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Unsplit Bill | Reverses/unsplits the bill split for the current bill. This icon is only active from the Bill edit window for a bill that has already been split. |
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Line Item Adjustment | Opens the Line Item Adjustments window to permit Adjustments for all or part of any bill line item. Adjustment Bills will be created for any adjusted line item. If exporting bills, consult with your A/P department regarding an appropriate adjustment process. |
