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English (U.S.) Français Home Submit a Ticket Knowledgebase News Downloads Help Center Login Subscribe Remember me Lost password Knowledgebase (103) EC Enterprise (70) EC Professional (38) EC Online (1) Bill CAPture (54) Downloads Home -- SEARCH Submit a Ticket Knowledgebase News Downloads Help Center Latest Updates Jul 6 EnergyCAP 7.8 Release (ECI Hosted) Posted by Becky Gruber on 06 July 2020 09:03 AM The latest updates to EnergyCAP Version 7 (Release 7.8) are now available for all EnergyCAP-hosted databases. Several major features are part of 7.8—the ability to indicate the reporting units for meter charts and bill lists , enhanced options to configure and save bill formats , and integration with the EPA’s ENERGY STAR® system. We’ve also released two new incredibly powerful reports to help you manage and validate your billing data! Meter Units Each meter can now be configured with the specific units to be used for calculating and charting meter use and demand (formerly, EnergyCAP would make a “best guess” based on assigned bill entry templates and billing information). This enhancement eliminates issues related to mixed units of measure—bills will be recorded and reported accurately, even if a vendor changes their billing units over the lifetime of a meter. When creating a meter , you will now specify the use unit (and optionally the demand unit) that will be used to calculate and display the meter’s data. There’s no need to select a bill entry template going forward —EnergyCAP will automatically setup your meter for manual bill entry based on your meter’s settings. The meter use and demand units are also used by the chargeback engine when performing bill calculations. During the upgrade to Release 7.8, we’ve automatically setup your existing meters based on the units from your previous bill entry templates, and we’ve recalculated your bills to report based on your new meter units. Your meter can now have bills that are recorded in different units over time—we’ll take care of the conversions in the background to make sure your data is reported consistently . There’s no need to run a mixed units of measure calculation or update old bills. It just works! We’ve also made the bill entry process smarter, and you’ll be alerted if you try to enter bills that have multiple unit types on the same meter (that’s a bad thing, and you’ll want to fix it). We’ll also tell you if your current bill is being recorded in a unit that is different from the meter’s unit—that’s okay, we’ll just let you know. And we even provide a simple way to update your meter units if you prefer to use the units on your bill for reporting going forward. Bill Formats The ability to easily customize and save bill formats during the manual bill entry process replaces the need to maintain and assign bill entry templates. This new process is intuitive and easy-to-use—if you change the line items on a bill or update captions while saving a bill, we’ll ask you whether or not you want to save your bill format changes and walk you through the process of making updates to other accounts and meters. You can update the bill format for a meter at any time by adding or removing bill lines during manual bill entry. When you change the layout of a bill, you’ll be prompted with options for how you would like to use the updated format. You can use the new format one time only, use it for all new bills on this meter, use it for all new bills on meters that share the same vendor and rate, or pick specific meters that you want to use it on in the future. All this happens as you make changes— there’s no special editor or administration screens you need to use . What if you want to use the bill format from a bill you already have in your database? You can open the bill, select Apply Bill Format… from the meter’s Actions menu, and you’ll be able to apply the bill format to this or other meters, just like during the bill entry process. Essentially, your bills have become the replacement for bill entry templates. For those times when you need to manually enter a bill for a meter that normally has imported bills or where you use the chargeback engine to create calculated bills, we’ve also made the process easier. In both of these situations, we’ll now use the bill format from the most recent bill to help make manually entering a bill even easier. We’ve provided an article in the EnergyCAP User Guide that explains more about bill line item types. It also provides some example bill formats for specific scenarios. EnergyCAP Version 7.8 and ENERGY STAR EnergyCAP’s ENERGY STAR features have been redesigned from the ground-up in Version 7.8 based on customer feedback and suggestions from the EPA. You can now send EnergyCAP billing data to an existing Portfolio Manager® account, retrieve scores and metrics for any months you want, and easily track and highlight building performance. We’ve also updated the submission process to provide greater transparency and reduce the amount of data errors you receive from Portfolio Manager by submitting calendarized data from your EnergyCAP database. We’ve streamlined the process of getting ENERGY STAR enabled for your database in EnergyCAP Version 7. If you’ve already been submitting data to ENERGY STAR from EnergyCAP Version 3, confirm your new ENERGY STAR settings, and you’re ready to go! You’ll now assume control of your existing Portfolio Manager account—you can now customize the settings for your properties and meters in Portfolio Manager. We have a dedicated article in our User Guide to help you with this transition. If you’re new to using EnergyCAP to submit data to ENERGY STAR, start by sharing your ENERGY STAR Portfolio Manager account with us . You can use a brand-new Portfolio Manager account or one you’ve been using for years. Enable ENERGY STAR in Your Database You will not see any ENERGY STAR tabs or information in your EnergyCAP database until you enable the ENERGY STAR features. Use the menu in the Buildings & Meters module to view the ENERGY STAR Settings (screenshot below). If you’ve already shared your Portfolio Manager account with EnergyCAP (or you used EnergyCAP Version 3 to submit data to ENERGY STAR), you’ll just need to provide two items of information: ENERGY STAR Notification Recipients —Provide one or more email addresses to be notified of the status of your data submissions. You can choose from existing EnergyCAP users or type in another email address. Multiple email addresses can be provided. Earliest Submission Month —This is the earliest month of data that you want EnergyCAP Version 7 to submit to ENERGY STAR from your database. EnergyCAP Version 7 will NEVER submit data earlier than this date. This is often set to the beginning of a reporting period. NOTE: If you previously submitted data to ENERGY STAR via EnergyCAP Version 3, the Earliest Submission Month will be used to remove any data that was submitted via Version 3 during or after the provided month. To avoid duplicate data, it’s important for EnergyCAP to remove old data submitted via Version 3 for any months that will also be submitted in Version 7. ANY DATA PREVIOUSLY SUBMITTED VIA VERSION 3 WILL BE REMOVED AFTER THE DATE YOU PROVIDE. You may update this date multiple times. If you are uncertain of the date to choose, please read our help articles , or contact our support team. This date can also be helpful to avoid sending data from EnergyCAP for months you have previously submitted data directly to Portfolio Manager. Link Your Buildings and Meters Once you’ve enabled the ENERGY STAR features in your database, link your Portfolio Manager properties and meters to your EnergyCAP buildings and meters. From any EnergyCAP building, you can start linking your data together. You can also use our new ENERGY STAR setup spreadsheet to link multiple buildings and meters at the same time. New ENERGY STAR Submission Screen With the new ENERGY STAR submission screen in EnergyCAP Version 7, you can...
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