2. Utility Bill Entry
Burdens you to manually enter bills
Distracts you from energy
management activities
Complicates entry due to various
bill formats
Consumes organizationâs resources
4. Bill CAPture Quotes
âWe are very pleased with the level of service and
responsiveness from the Bill CAPture teamâŠThe efficiency
of invoice processing eliminated duplicate data entry,
reduced the turn-around time for vendor payments, and
improved data review.â
âIâm very pleased with the Bill CAPture service and would be
happy to provide references for prospective clients.â
â. . . EnergyCAPâs Bill CAPture service is very easy to use,
fast and accurate.â
5.
6. Enrollment Checklist
Create new client worksheet in Enrollment
Checklist file
Create/configure Bill CAPture upload user (Must
be <=10 characters!)
Create client in BC database and set enrollment
details
Add pricing details in BC database
Send welcome email
Provide BC client with upload/transfer
instructions
Populate BC Enrollment Form and email to
client for review
Forward reviewed BC Enrollment Form to the
Bills Partner
Create BILLCAPTURE User and
TOTALPAYAMOUNT observation type via Script
Set up logging framework
Set up SPROC
("udsp_CheckTotalPayAmount.sql")
Set up SPROC ("udsp_SetEstimatedFlag.sql")
Set up logging for bill and user authentication
Create BC Audit groups and Report groups via
SQL script
Create BC report distribution list & add
appropriate users
Create BC report email batch
Create BC report groups
Provide BC client with general Bill CAPture
instructions
Test unique Vendor-Commodity-Rate for OCR
accuracy
Delete test data and import live batch
Validate that invoicing is set up properly in Sugar
26. Schedule a Consultation today.
Call 877.327.3702
Visit www.BillCAPture.com
Email Sales@EnergyCAP.com
Contact your account representative
Hinweis der Redaktion
Meet with a sales rep to discuss:
Pre or Post payment processing of bills
Do you currently interface EnergyCAP to A/P
Provide a list of vendors, accounts per vendor, and current format you receive bills in
Contact vendors to discuss delivery options
Are there limitations in accounting processes
There are Pros and Cons with each solution
Sales can work with you to decide which is best
Flat File
EDI 810
Optical Character Recognition - OCR
Screen Scrape
Additional Services
Bill Reroute
Automation
Auditing and Reporting
Can be a mix of different offerings!
Complete Outsource
Bill Payment
Vendor Follow Up
Additional Services â Procurement, Tenant Billing, etcâŠ
Recommended Option
Excellent Accuracy
Scanned Image
Reroute Available
Sales to provide a proposal
Details on what options are best for you
Pricing for service
One-time enrollment fee based on number of accounts and volume.
Depends on the services selected.
Ongoing per bill fee. Can price annually and add to ECMA invoice.
Depends on service and volume.
Kickoff Meeting
Timing and process depends on solution
Establish File transfer (ftp or website upload)
EDI and Flat File â Contact vendors to discuss timing and delivery options
Screen Scrape â Need login credentials for all vendor sites. Best to standardize if possible
If rerouting, notify vendors of change of address
Kickoff Meeting
Timing and process depends on solution
Establish File transfer (ftp or website upload)
EDI and Flat File â Contact vendors to discuss timing and delivery options
Screen Scrape â Need login credentials for all vendor sites. Best to standardize if possible
If rerouting, notify vendors of change of address