Account Properties

This topic describes the Account Properties window and the tabbed views associated with it. Most Account Properties are set by default during account creation but properties may be edited at any time.

To open the Account Properties window, right-click the desired account from the Account Manager and click Properties from the pop-up menu. The Account Properties window will appear. Click the tabs to access the desired properties. When done editing, click OK to save changes and exit the Account Properties window.

General tab:

The General tab provides an interface for changing the Account Code and Display names. It also enables selection of the vendor associated with the account, and the role of that vendor (may impact some reports).

Services tab:

The Services tab provides basic financial setup information for the account, including any required initial deposit amount and status. It provides fields to indicate begin and end dates of service for the account. It also provides a checkbox indicating whether or not the account is active. The Active checkbox setting can affect PowerView displays (inactive accounts can be hidden), reports (data can be filtered according to account active status), and Calculated Account processing (the Calculated Account Processor only runs for currently-active accounts).

Memo tab:

The Memo tab provides a display window that may be used for notes/comments. Click the Edit Memo button to add desired content.

Meters tab:

The Meters tab lists the meter(s) currently associated with the account. If necessary, additional meters can be added to or removed from this account by using the + and – buttons.

NOTE: The meter Edit button is not active from this view.

Billing tab:

The Billing tab indicates the nature of the account (receives bills or creates bills). If the account is used to create bills, the associated customer can be selected from the customer contact drop-down menu. The Billing tab also lists any unbundled accounts associated with the account.

Audits tab:

The Audits tab provides a mechanism for account-specific adjustments to EnergyCAP audit tolerances. To adjust an audit for the selected account, click the audit from the Audit list. Then click the desired audit property from the Properties: list and click the Edit button. The Create Override Value window will open. Input the override value in the editable Audit Value field. Or click the Use Default button to restore the default audit value. Then click OK to save account-specific changes to the audit.
NOTE: Account-specific override values will be honored regardless of general audit settings.

Alerts tab:

The Alerts tab provides a means for generating an audit-like alert message window which will open any time a bill window associated with the alert start-end dates is opened. The Alert can serve as a high-visibility reminder to bill entry staff regarding the account. Set the Alert severity and begin/end dates.

NOTE: A severity setting of Fail for the Account Alert will prevent the saving of any bill associated with the account during the active dates for the Alert.

Contracts tab:

The Contracts tab displays any contract information associated with the account/vendor. Contract information may be updated from the Contact Manager (Vendor Properties > Contracts tab) or the Account Properties window. Use the +, – and Edit buttons to add, delete, or update Contract information.

Accruals tab:

The Accruals tab specifies whether Accruals can be created for this account in the Accrual Manager. Click the radio button corresponding to the desired accrual setting for the account.