Overview: Bills
WATCH VIDEOUtility bills are entered into Energy CAP to facilitate energy management. The first step in reducing energy consumption and operating expenses is tracking and analyzing cost and consumption.
A bill can only be created for a bill-enabled account--that is, an account that has been correctly set up with all required information and associations with meters/vendors/bill templates/places, etc. Using the Account Wizard for account setup helps ensure that all information required for successful bill entry has been entered into the EnergyCAP software.
Associated bill template(s) must be effective for the bill start and end dates. Templates assure that all desired billing information is entered into the EnergyCAP database.
Bills are usually entered from the Account Manager (Accounting/Accounts) via the New Bills button from the Account Manager title bar. however, there are several other ways and places to open a Bill Entry window. Bills can be opened in Create (data can be entered) View (read-only) or Edit (data can be changed) modes. The remaining topics in this section of the User Manual will explain the bill entry module in detail.
Current Bills
A current bill is the next or most recent usage or cost data to be entered in the system. When creating a current bill, the start date defaults to the end date for the most recent bill in the system.
Historical Bills
A historical bill is any usage or cost data entered in the system prior to the most current data already in the system. When creating a historical bill, the system prompts you for a start and end date instead of using the default start and end dates of the most recent bill in the system.
