Setting Work Flow Manager Options
- Select Accounting >Work Flow Manager. The Work Flow Manager appears.
- From the Work Flow Manager title bar, select the Options button to configure the Work Flow Manager for the current user. The Work Flow Options window appears.
- Click to select the General tab.
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In the Green Folder displays: drop-down list, select the desired calendar period. Only bills associated with the period selected will be displayed in the bill list.
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Since Yesterday - Bills entered since the previous calendar day that are not a problem bill, unapproved, or waiting for export.
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Within Last Week - Bills entered within the last seven days that are not a problem bill, unapproved, or waiting for export.
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Within Last Two Weeks - Bills entered within the last fourteen days that are not a problem bill, unapproved, or waiting for export.
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Within Last Thirty Days - Bills entered within the last thirty days that are not a problem bill, unapproved, or waiting for export.
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In Last and Current Years - Bills entered in this calendar year and the previous calendar year will be displayed.
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In current Year - Bills entered in the current year will be displayed.
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All Bills - Alls bills entered will be displayed.
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Hide bills ... checkbox: Click/check to hide bills that have passed their audit(s).
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Show only my bills ...: Click/check to show only bills associated with the current EnergyCAP user.
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Show Only Bills in Batch: Click/check to view a single batch. When checked, the batch name can be selected from the drop-down list.
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Show only Bills in Place Group: Click/check to show bills associated only with the selected Place Group (click the drop-down arrow to select the desired group). One valuable application of this feature is to allow specific users to manage bill approval and problem resolution processes. For example, you can create Place Groups for eastern and western regions and assign each building accordingly. Then, designate one analyst to review bills in the Problem folder that are for eastern region buildings while another analyst handles western region bills.
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Show only Bills in Meter Group: Click/check to show bills associated only with the selected Meter Group (click the drop-down arrow to select the desired group).
- Click to select the Bill Entry tab.
- In the Data Entry section, select the Use auto decimal check box to automatically place a decimal point before the last two numbers entered.
Example: Entering 12345 becomes 123.45. If this option is not selected, entering 12345 becomes 12345.00. - In the Display section, select the Display line item values and costs in color check box to display the status of line items in color, black=credit, red=debit, and green=ignore.
- This is an excellent tool to immediately visualize the affect of a line item on a bill.
- In the Keyboard Navigation section, select any of the following options:
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Click/check to use the ENTER key to advance to next field during bill entry.
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Click/check to use the TAB key to advance to next field during bill entry.
- In the Bill splits section, click/check the ask to split option if the bill entry operator should be prompted to split relevant bills during the bill entry process.
- Click to select the Folders tab to display a list of available Work Flow Manager folders.
Click/check all folders that should be displayed. - After making your selections, click OK. To ensure that the workflow changes have taken effect, restart EnergyCAP.
