Accruals: Advanced

Presented by Ryan Ohlson [12 minutes]

The Accruals Advanced Session discusses the advantages of the EnergyCAP accruals module in comparison to the accruals report. The accrual process is described in detail. The video also explains how to turn off accruals for any specific account.

»The tech videos in this library apply to EnergyCAP Enterprise only.

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  1. Advantages of Using Accruals Module in EnergyCAP over BL33
    1. Breaks bill data into daily buckets
    2. Advanced Account Filter Options
    3. Accrual Usage Calculation Options
      • Prev Year Usage
      • Most Recent Bill Usage
      • Estimate Missing Values using Avg of variable number of previous days
    4. Accrual Cost Calculation Options
      • Adjust cost by percentage
      • Accrued Usage by Current Unit Cost
    5. Accrual Bill Creation Options
      • Force Bill Period or Calculate Bill Period from dates
      • Choose Account Period
    6. Automatic Accrual Reversal Option
  2. Hands On:  Use the Accruals Module to create and then reverse Accrual Bills