Chargebacks: Advanced

Presented by Scott Bair [58 minutes]

Includes a review of topics presented in the Basic Chargebacks video, as well as information regarding common Chargeback scenarios. Discusses Bill Splits (utilizing “phantom” submeters) and Calculated Accounts and Submeters in greater detail. Provides a "how-to" on entering/importing submeter readings, and provides information on Virtual Accounts and account scripts. Concludes with a discussion of the chargeback workflow process, the A/P interface, and how to use reports and custom spreadsheets for sharing chargeback information.

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

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  1. Chargebacks Overview
    1. Quick Review of Basic Chargeback training
    2. Common Chargeback scenarios
  2. EnergyCAP components used to create Chargebacks
    1. Bill Splits (utilizing “phantom” submeters)
    2. Calculated Accounts and Submeters
      • Creating calculated accounts and submeters
      • Calculated account options
      • Entering / importing submeter readings
    3. Virtual Accounts
      • When to use virtual accounts vs. calculated accounts
      • Creating virtual account scripts
  3. Creating Chargeback bills
    1. Workflow process
    2. Reporting and custom spreadsheets
    3. AP Interface