Chargebacks: Basic

Presented by Scott Bair [34 minutes]

Provides an introduction to Chargebacks and how they are typically used in EnergyCAP. Walk through a simple Chargeback scenario, identifying EnergyCAP components used to create Chargebacks. Topics include Bill Splits (utilizing “phantom” submeters), Submeters, Calculated Accounts, and Virtual Accounts. There is also a "how-to" session on using EnergyCAP general ledger fields to distribute charges properly for AP interfaces, and an introduction to the EnergyCAP Invoice report BL07.

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

  1. Introduction to Chargebacks
    1. Explanation of Chargebacks and how they are typically used in EnergyCAP
    2. Walk through of simple Chargeback scenario
  2. Identifying EnergyCAP components used to create Chargebacks
    1. Bill Splits (utilizing “phantom” submeters)
    2. Submeters
    3. Calculated Accounts
    4. Virtual Accounts
  3. Chargebacks Particulars
    1. Avoiding double counting of use and costs
    2. Utilizing EnergyCAP general ledger fields to distribute charges via AP interfaces
    3. Creating paper invoices using EnergyCAP report BL07