EnergyCAP EDI Bill Import Process

To import EDI files into EnergyCAP:

1. Select File > Import from the Account Manager. The Import File window will appear.
2. Click to browse/select the import file. EDI 810 files should have a file type of .EDI or .DAT. Then click Open.
3. All imported bills are listed in the Waiting to Verify folder. They can be audited and edited. Use the control totals at bottom to validate record count and total amount. If necessary, all can be deleted at once (select bills, then right-click, and select Delete Bill from Database from the right-click menu) if it is desirable to re-run the import.
4. To ‘accept’ the bills, highlight and click Verify.

NOTES: Any ‘kickouts’ are shown in the Bill Import Processor Problem folder. Kickouts can be edited and re-imported using the Reimport Processor.