Viewing a Bill

You can view bills in the Work Flow Manager or the Account Manager.

1. View a bill in the Work Flow Manager by selecting Accounting > Work Flow Manager. The Work Flow Manager appears.

   1. Click to navigate the Bill folders and select the appropriate bill.

   2. Right-click and select View. The View Bill window appears.

   3. Go to step 3.

2. View a bill in the Account Manager by selecting Accounting > Accounts. The Account Manager appears.

   1. Navigate in the Account Manger Tree View to the cost center under which the account exists.

   2. Select the account under which the bill exists.

   3. Select the specific bill to view.

   4. From the Bill menu, select View. The View Bill window appears.

   5. Go to step 3.

3. If there is an alert associated with the account, the Account Alerts window appears. Account alerts are listed by severity and message. You can sort the lists by clicking a column heading. To sort the lists in reverse order, click the column heading once more. Close the Account Alerts window by clicking the X in the upper right-hand corner of the window.

4. From the View Bill window, it is possible to:

   • View bill properties

   • View and print bill messages

   • View account alerts

   • View account memos

   • View bill entries

   • View the bill's scanned image (see below)

   • View the account's previous bill by clicking

   • View the account's next bill by clicking

5. Close the View Bill window by clicking .

Viewing Bill Properties

1. View the bill's properties by clicking . The Bill Properties window appears. See Viewing a Bill's Properties.

2. Exit the Bill Properties window by clicking OK.

Viewing a Bill's Scanned Image

it is possible to view the scanned bill image if bill image files are available to view and have been correctly linked in EnergyCAP. For more information on linking bill images in EnergyCAP, see the topic on setting Global Options.

To view a scanned bill image associated with the current bill, click the Bill Image icon . The Bill Image view window will be displayed. Click the "X" to exit the Bill Image window.

Viewing and Printing Bill Messages

1. View bill messages by clicking . The Bill Messages window appears. 
   Messages are listed by severity, key, message, and status. You can sort the lists by clicking a column heading. Sort the lists in reverse order by clicking the column heading once more.

2. Print a message by selecting the appropriate message then clicking . The message text is printed to your default printer.

3. Exit the Bill Messages window by clicking Cancel.

Viewing Account Alerts

1. View the account alerts by clicking . The Account Alerts window appears. Account alerts are listed by severity and message. You can sort the lists by clicking a column heading. Sort the lists in reverse order by clicking the column heading once more.

2. Close the Account Alerts window by clicking the X in the upper right-hand corner of the window.

Viewing Account Memos

1. View the account memos by clicking . The Account Memo window appears.

2. Close the Account Memo window by clicking the X in the upper right-hand corner of the window.

Viewing Bill Entries

Bill entry fields displayed are:

• Account The associated account.

• Description Any description that was entered.

• Vendor The associated vendor's display.

• Address The account's service address.

• Start date The start date of the specific billing interval.

• End date The end date of the specific billing interval.

• Billing period

• Pay amount The dollar amount of the payment.

Additional bill entry fields that may be displayed:

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

• Invoice Number The unique vendor identifier for the bill.

• 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 Indicates the bill values are not actual values.

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

• Vendor address The vendor's remitting address.

The Bill Grid area displays any line items and special charges.