Overview: Account Manager
WATCH VIDEO on Accounts, Meters, Places & Groups (Basic Session)
The Account Manager allows you to create cost centers and accounts, assign templates to accounts, add, edit or delete bills associated with an account, access the Special Charges Editor to add line items to a bill, and access the G/L Code Editor to add or remove G/L codes (an accounting code used to specify how charges are posted to the general ledger).
An account is a formal business arrangement between a customer and a vendor. Accounts are typically used to track bills, but are not required to do so.
NOTE: In a deregulated energy market, it is possible to be served by multiple vendors.
The Account Manager workspace is divided into two sections:
Hierarchy Pane A hierarchy of cost centers and accounts displayed similarly to the Windows Explorer display of folders and files.
A cost center is a group or collection of related accounts. Cost centers allow you to organize accounts into categories that represent different departments or divisions within their organization. Cost centers must be created before an account can be created.
Click on the hierarchy tree to navigate to cost centers and their related accounts.
To collapse or expand the tree view to view different layers/levels of the cost center structure, click the "plus" or "minus" icon that preceeds the account name. Or highlight the desired cost center name/node and press the right or left arrow key. Navigate longer tree views by using the scroll bar or up/down arrow keys.
When a specific account has been clicked/selected, its information will appear in the View Pane.
View Pane
The View Pane lists account properties and also provides blue hyperlinks to related the EnergyCAP Facility Manager, graphical data, and functions (Assign Bill Template, G/L, Rate Codes, etc.). PowerView charts are also available via a series of tabs at the bottom of the pane. These tabs provide tabular and graphic data for the selected account.
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General tab Displays the properties of the selected cost center or account, as well as a Total Cost Summary bar graph and an equivalent YTD bar graph.
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Bills tab Displays a list of bills for the selected account. Lists bills by their vendor, period, year, start date, end date, cost, cost per day, days, creation date, created by, and creation.
Sort the lists by clicking a column heading. Sort the lists in reverse order by clicking the column heading once more. Click (check) the Hide Non-Standard Bills checkbox to hide Voids and Accruals from view. -
Commodity tab Displays a three year cost and use trend charts for all bills associated with the selected account. Modify the chart's display to include more or fewer years using the Options button on the Account Manager title bar.
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Monthly tab Displays monthly cost, use and unit cost in graphical format.
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Bill Preview tab Displays the current Bill Template for bill entry, and provides a link to the Template Manager.
Accessing the Account Manager
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On the navigation bar, select the Accounting module.
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Click the Accounts icon. The Account Manager appears.
