EC Express: Resolving Bill Problem Flags
Posted by Matthew Heinz, Last modified by Matthew Heinz on 08 June 2012 10:08 AM
Resolving Bill Problem Flags
In EnergyCAP, bills with potential errors or issues are flagged in the database when running an audit. These bills are listed in the Bills with Problem Flags folder (Bill Processing > Bill Audits).
Supervisory review of Bills with Problem Flags should be part of the bill processing workflow for any organization.
To review bills with problem flags:
Go to Bill Processing and click Bill Audits > Bills with Problem Flags.
The top table, Bills with Problem Flags, lists bills with problems, and provides basic billing information and a link to the associated account.
Information included in the BIlls With Problem Flags table includes (by column):
The bottom table, Problem Flags for Selected Bill, displays a list of specific audit messages associated with the currently-selected problem bill, and may be used as a permanent audit record. There is a line in the table for each failed audit.
Information included in the Problem Flags for Selected Bill table includes (by column):
A status is assigned to each bill based upon the audit results:
Problem: Bill has failed the audit.
Fixed: User has reviewed the information and updated Status to Fixed.
Ignored: User has reviewed the failed audit and updated Status to Ignored. Bills with audits which are flagged as Ignored will not be audited with that specific audit in that specific Audit Group in the future. However, if the same audit is run via a different Audit Group, the audit will be run for that bill.
Re-Audit Failed: Indicates that the audit was run again and a problem remains. The Re-Audit message is appended to the audit record; the original Problem message will remain in the Audit list.
Re-Audit Passed: Indicates that the audit was run again and passed. The Re-Audit message is appended to the audit record, and the status on all previous audit messages for the same bill are changed to Re-Audit Passed.
Below is a table explaining the Status record logic in EnergyCAP.
Sample Audit Review Process
Other Bills with Problem Flags functionality
The Bills With Problem Flags display includes a running total of problem bills (total cost and number of bills in the folder). This information is displayed in the header above the top table. These control totals can be useful during the review process.
Show Accruals & Voids
The Show Accruals & Voids checkbox above the top table is a toggle. If the box is checked, accruals and void bills will be displayed. If the box is unchecked, these lines will be hidden and will not be displayed or counted in totals.
The Export Data button will export an Excel-format file to the location you specify.
Show All ...
The Show All ... checkbox option for the Problem Flags for Selected Bills table will, when checked, enable display of the complete audit history, including those audits with status of Fixed, Ignored, and Re-Audit Passed.