EnergyCAP 2.9.0 includes a major overhaul of Bill Processing in the application. In particular, Bill Import has been extensively enhanced to import many bills into the system quickly. For more information, read below and visit Help in EnergyCAP via Home.
This release is currently available to hosted clients. Clients who host their own databases will be notified when it is available for them.
This release of EnergyCAP Enterprise includes the exciting new features found in release 2.8.0 - previously only offered to our EnergyCAP Express clients. Please see the announcement here.
Importing bills has been significantly enhanced to allow greater flexibility for users to get data into EnergyCAP. Previously, importing was only allowed via templates that we provided and only on a per-account basis. Now the Importer allows a significant amount of customization in importing your bills. There is no limit on the number of accounts and meters that can be imported. Also, the cause of bill import failure is displayed so you can correct it without having to re-import the entire file.
The previous bill import feature has been removed in favor of the new, permanent bill import process. Help documentation for the new Importer is available in the Help pages along with a detailed sample file. The sample file can be downloaded through Help documentation or on the first page of the Bill Import Wizard. A Help video will be available soon to provide further details and examples.
A new list in Bill Processing shows all bills that failed to import. It also displays the reason they failed so you can correct and then re-import. Before this enhancement, the procedure was to delete the imported batch, correct the file based on the feedback of the Importer, and try to import the file again. Now the lines of the bill are kept together so they can be corrected and the entire bill can be imported again.
The second advantage to the list of import errors is to identify data that’s not currently in your database. For instance, if an account number changed, but wasn’t updated in your database, you can correct it and then re-import, rather than starting over with the entire import file.
All bill lists in Bill Processing have been modified to provide consistent features, information, and exporting.
EnergyCAP Online now takes advantage of new permissions that hide the display of meter and account level data from users who do not have access. This provides a mechanism to set up a public “kiosk” user for general use. Users logged in with this account only see rollup information in both the Building & Meters and Accounts trees.
Currently, these permissions are set through the installed version of EnergyCAP Enterprise. In the future, a new user role will be added to EnergyCAP Express, which will enable this type of login permission.
Any fixes or features previously announced between your current version and release 2.9.0 are incorporated. This includes, but is not limited to: