Billing: Basic

Presented by Andy Harbison [33 minutes]

Presents an introduction to the Work Flow Manager, using the Work Flow Wizard, managing Bills and Bill Batches, entering and importing bill data, bill editing, auditing, and processing.

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

start video

 

  1. Introduction to Work Flow Manager
    1. Work Flow Wizard Setup
      • Determining how bills will be processed
      • Selecting bill Approval procedures
      • Specifying bill header information
      • Adding Bill messages
      • Enabling the bill export process
  2. Managing Bills
    1. Batches
    2. Manual Bill Entry
    3. Importing Bills
    4. Editing a bill
    5. Auditing
    6. Processing
      • Verifying bills
      • Approving bills
    7. Exporting bills