EnergyCAP Quick Tip - Display Organization Name
Posted by Joel Brickell on 17 September 2019 08:41 AM

Display Organization Name

Personalize your EnergyCAP database by displaying your organization’s name in the application header. It’s easy to do through the Global Display setting.



Edit Organization Name


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Potential Interruption to ENERGY STAR Submissions
Posted by Becky Gruber on 23 August 2019 08:19 PM

On August 25th, ENERGY STAR will be releasing updates to Portfolio Manager, which might cause some interruptions in service. All services will be restored on Monday, August 26th.

This update could potentially cause some delays or errors in submissions from EnergyCAP to ENERGY STAR Portfolio Manager the week of August 26th.

We will update this article as more information becomes available.

Thank you,

EnergyCAP Staff

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**REMINDER: Audit Release and Changes made July 27, 2019
Posted by Joel Brickell on 01 August 2019 09:31 AM

The weekend of July 27, 2019, EnergyCAP updated its login experience and released new audits features to all ECI-hosted databases. These updates were originally communicated via a July 9, 2019 email (see below) and have been released to some clients already. Your organization will see these changes applied this coming weekend.

Note to Bill CAPture clients: At a later date, the new audits will run automatically on Bill CAPture bills. Updated Bill CAPture reports will also be released at that time. Bill CAPture clients will be notified when the new items are ready to be released.

One of the most requested features in EnergyCAP is the ability to audit bills for errors and discrepancies. We are pleased to announce that bill audits will be added to EnergyCAP Version 7 as part of our 7.5 release.

We’ve redesigned EnergyCAP audits to make them easier to use for novice and experienced users. Audits in EnergyCAP Version 7 include the following features:

  • Bills are automatically audited as they are entered/imported (no need to set up and run audits manually).
  • Audit exceptions are highlighted on each bill to help your team quickly identify issues and resolve them quickly.
  • Possible bill problems are highlighted as you type within the bill entry screen to help avoid errors before bills are saved to your database.
  • Bills that do not pass audits are automatically flagged for follow up.
  • Flagged bills can be assigned to users for follow up, and users can comment on findings and track savings through the “Cost Recovery” field (an easy method for reporting on the value your team brings through ongoing review of billing issues in EnergyCAP).

  • Bills can be manually flagged for follow up
  • New functionality integrates the benefits of our legacy Issue Tracker feature with all of the other EnergyCAP Version 7 features.


Many additional features included in our upcoming release will make analyzing and managing your bills easier than ever before. A video training series on audits and flagged bills will be made available in EnergyCAP’s user guide. Some help documentation is already available for the audit and bill flags features:

  • Flagged bills overview: Overview of the audit process, how bills are flagged, actions to take, and permissions associated with flagged bills
  • Bill flag audit rules: Details about the specific audits used to flag bills
  • Additional help materials will be made available closer to the release date including how to view flagged bills in your dashboards, reporting on flagged bills, and more.

EnergyCAP’s login process available at will also be updated to automatically log users into EnergyCAP Version 7. Users will no longer need to select which version of the EnergyCAP application they wish to use. We’ve also added a new status bar to EnergyCAP Version 7 at the bottom of the screen that includes a quick-link for users who wish to access EnergyCAP Version 3.

Details about the updated login experience will be available in help documentation closer to the release date.


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Cost Avoidance Active in EnergyCAP Version 7, Read-Only in Version 3
Posted by Becky Gruber on 11 June 2019 08:05 AM

As of Saturday, June 1, 2019, EnergyCAP will enable all Cost Avoidance features in EnergyCAP Version 7 and make existing Cost Avoidance features read-only in EnergyCAP Version 3.

All existing Cost Avoidance features have been migrated from EnergyCAP Version 3 to EnergyCAP Version 7, and extensive testing has occurred to ensure that calculations are consistent between both systems.

To avoid multi-version confusion, the Cost Avoidance features in EnergyCAP Version 3 will become read-only on June 1st. Cost avoidance charts, reports, and other detailed information will remain visible within Version 3; however, the features will be read-only. All changes to baseline settings, adjustments, and other savings must be made in Version 7 after June 1st. Version 7 also supports bulk changes to special adjustments and other savings via setup spreadsheet.

Help materials are available for Version 7 Cost Avoidance features:

You can easily access EnergyCAP Version 7 from the EnergyCAP login page or by using the “Work in Version 7” link available at the top of all EnergyCAP Version 3 screens.

Work In Version 7

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EnergyCAP 7.3.7 Released (ECI Hosted)
Posted by Becky Gruber on 06 May 2019 08:08 AM

EnergyCAP 7.3.7 has been released to all EnergyCAP-hosted databases. This update includes two features migrated from Version 3: rate schedule versions and system settings. Stay tuned for the release of EnergyCAP's cost avoidance features and an updated self-hosted release within the month.

  • Rate schedule versions—You can now manage rate schedule details including unit cost, demand cost, and special line items. These settings can change over time, and they can be used in bill calculations to generate chargeback bills. Rate schedules are compatible between EnergyCAP Version 3 and Version 7—any existing rate details are available to view and modify in Version 7.


  • System settings—Easily manage your organization's EnergyCAP settings including your organization's name, logo, and timeout settings. Administrators have access to these options from the settings menu at the top of the screen.


  • Demand cost available in rate-based chargeback calculations—We've added the ability to include demand cost on bills created with EnergyCAP's chargeback engine. To include demand charges on chargeback bills, setup your bill calculations to calculate demand (either from interval data values or a fixed amount) and configure your cost calculations to use a rate that includes per-unit demand costs.


Other items in this release

  • Formatting of bill split masters has been updated when running chargeback workflows
  • Fixed an issue with Monthly Use Trend content on dashboards when filtering for a topmost place

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EnergyCAP Quick Tip - Create Button in Version 7
Posted by Joel Brickell on 16 February 2019 05:58 PM

Create Button

Use the Create Button in EnergyCAP Version 7 to quickly add objects and data—accounts, meters, buildings, and more—to your EnergyCAP database.





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New On-Premise Installation Version Available (7.2.5)
Posted by Becky Brickell on 10 December 2018 10:33 AM

EnergyCAP Version 7.2.5 is now available for self-hosted installation. This latest release includes many new features and enhancements including EnergyCAP Version 7 chargebacks as well as other features demoed at EnergyCAP's recent Catalyst Conference.


In addition to making our software easier to use, we've also been working to make the installation process for EnergyCAP Version 7 straightforward for your IT staff. We have created a single release package (zip file) that contains the required database upgrade scripts, the latest files to upgrade EnergyCAP Version 3, and the installation files for EnergyCAP Version 7. We've also simplified the EnergyCAP Version 7 installation process by providing:

  • streamlined installation guide for installing/configuring EnergyCAP Version 7
  • health check tool that can be run on your web server to verify that EnergyCAP has been installed/configured properly and that the required network connections are available
  • troubleshooting guide to help resolve common installation issues
  • new report update process that does not require ongoing IT assistance


If you have already installed a prior release of EnergyCAP Version 7 in your environment, you will need to complete the following upgrade steps for Version 7.2.5:

  • Upgrade your EnergyCAP database to the latest version (DB91)
  • Ensure the compatibility level of your EnergyCAP database is set to SQL Server 2016 or higher
  • Upgrade your EnergyCAP Version 3 installation to the latest version (provided in the installation package)
  • Install latest .NET Core package on Version 7 web server (provided in the installation package)
  • Upgrade the Version 7 installation to the included version (refer to the provided upgrade instructions in the installation package)


Self-hosted customers may request a copy of the latest EnergyCAP Version 7 installation package by submitting a Support Ticket ( The current self-hosted EnergyCAP version is 7.2.5 which includes all of the updates included in the, and 7.2.5 releases. Installing a previous release of EnergyCAP Version 7 is not required to install Version 7.2.5.


NOTE: EnergyCAP Version 7.2.5 requires SQL Server 2016 or higher. Please ensure your database is set to compatibility level 130 or higher before attempting the Version 7.2.5 installation. 

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EnergyCAP Version 7.2.5 Released for ECI Hosted Clients
Posted by Becky Brickell on 10 December 2018 10:30 AM

EnergyCAP Version 7.2.5 is now available to all EnergyCAP-hosted Enterprise, Express, and Professional customers. This release includes new features and tools for using EnergyCAP Version 7 chargebacks. We've made using chargebacks even easier with new chargeback properties screens on meters and accounts, advanced options for generating chargeback bills, and new conversion spreadsheets for migrating chargebacks from Version 3 to Version 7.

  • New bill calculation and bill split properties screens — Meters configured for bill calculations and accounts configured for bill splits now include new views within their properties to quickly review chargeback setup information.

  • Advanced options available when generating chargeback bills — A new setting is available within the chargebacks module to prompt for advanced chargeback options whenever the EnergyCAP chargeback engine is run. Using this feature, chargeback bills can be created based on user-provided batch names, accounting periods, control codes, and more.

  • New conversion spreadsheets for converting Version 3 chargebacks to Version 7 — Two new conversion spreadsheets are available from the setup spreadsheet menu. These spreadsheets retrieve details for bill splits and submeters configured in EnergyCAP Version 3 and format the information in setup spreadsheets that can be easily uploaded into Version 7. These spreadsheets provide a streamlined method for migrating chargeback information from EnergyCAP Version 3 to Version 7. Additional details regarding the conversion spreadsheets are available in the EnergyCAP Help Center.

  • Software Development Kit (SDK) now available for EnergyCAP APIs — EnergyCAP provides a website ( to assist developers interested in using EnergyCAP's API (application program interface). SDKs have been published on this site make using EnergyCAP's API even easier with the C#, Python, and Angular/TypeScript programming languages.


Additional updates included in this release:

  • Chargeback setup and engine improvements (ECAP-6819, 6817, 6821, 6822)

  • New bill calculation and bill split properties pages (ECAP-6796, 6588, 6589, 6820, 6823, 6824)

  • New chargeback conversion spreadsheets (ECAP-6446, 6803, 6818)

  • Advanced options when running chargebacks (ECAP-6730, 6761, 6772, 6776, 6784)

  • Improvements to chargeback setup spreadsheets (ECAP-6670)

  • Initial release of EnergyCAP Software Development Kit (SDK) to support EnergyCAP APIs (ECAP-6656)

  • Improved handling of apostrophes in search fields and drop-downs (ECAP-6612, 5882, 6333)

  • Improved handling of channels automatically created in EnergyCAP Version 3 and the EnergyCAP Installed Client (ECAP-6626)

  • Improved error handling when deleting objects (ECAP-6590, 6745)

  • Improved handling of non-string setup spreadsheet filters (ECAP-6780)

  • Improved keyboard navigation (ECAP-6593)

  • Target comparison settings properly honored in Powerview charts (ECAP-6697)

  • Fixed ENERGY STAR dashboard content when building does not contain address information (ECAP-6710)

  • Added filtering to the Update GL Records setup spreadsheet (ECAP-6712)

  • Improved handling of bills when line items do not follow the order of the meters on the bill (ECAP-6699)

  • Improved Crystal Reports handling (ECAP-6709, 6726)

  • Added timeouts to SSRS and Crystal Reports executions (ECAP-6715)

  • Updated default unit conversion values for certain unit types (ECAP-6750)

  • Minimum SQL version updated to SQL 2016 (ECAP-6720)

  • Updates to support latest on-premises installation of EnergyCAP Version 7 (ECAP-6787)

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EnergyCAP Version 7.2.2 Released for ECI Hosted Clients
Posted by Becky Brickell on 29 October 2018 08:19 AM

The latest version of EnergyCAP has been released, and it includes improved interval data optionschargeback enhancements, and updates based on feedback received during our recent Catalyst Conference. Here are some of the release highlights:

  • Additional interval data options – We've expanded the list of available interval data types that can be tracked on meters (e.g., custom weather data can be tracked on any meter). Additionally, decimal values can be saved as channel multipliers. You'll see these improvements when you create or edit an interval data channel on any meter.
  • Enhanced interval data import – We've added new options when you're importing interval data. Readings can now be marked estimated when they are imported, either a meter import ID or a channel import ID can be used to identify the channel to receive the data, notes can be imported with each reading, and interval data files without headers can be processed. You'll see these new features when creating or editing an interval data import format. NOTE: Interval data import formats modified in EnergyCAP Version 7 may only be used to import data via Version 7.

  • Improved submeter chargeback bills – Based on a suggestion made at our Catalyst Conference, we've improved chargeback bills created from submeter readings. If the submeter reading used to create a chargeback bill is estimated, then the chargeback bill will also be an estimated bill. Notes associated with readings used to create bills will also be reflected on the created chargeback bill as a bill note. Thanks for the suggestion!
  • Show/hide global dashboard filter on public and embedded dashboards – The new global dashboard filter, that updates dashboard content to show information for a particular topmost place or building group, can now be shown or hidden on public and embedded dashboards. When creating a link to a public dashboard, you will be prompted to select an option.

  • Meter serial number available from account properties – We've added meter serial number information to the account properties screens. This is especially helpful when working with accounts linked to multiple meters (great for troubleshooting Bill CAPture kickouts!).
  • Bill accounting export auto-limited to 10,000 bills – If you attempt to export a bill list to accounting that contains more than 10,000 bills, a maximum of 10,000 bills will be exported at a time. While this process can handle more bills, it can be confusing to users who are waiting for the download to be generated, so we've added a limit. NOTE: Although we've only seen this with users who are trying to clear out old unprocessed bills, this could impact your process if you plan to export lots of bills on a regular basis. 


Additional updates included in this release:

  • Bill notes included when downloading a bill import file from bill lists
  • Charts now labeled as "calendarized data" when viewing bills
  • Better handling of apostrophes and backslashes in search fields
  • Improved handling of interval data channels created via the EnergyCAP Installed Client
  • Most recent login time recorded properly when logging into Version 7
  • Greenhouse gas factors properly linked to meters created in Version 7
  • Interval data imported with no import ID is properly handled and better error messages are included in the log
  • Performance improvements when retrieving buildings and organizations
  • Improved filtering when downloading group setup spreadsheets
  • Added "between" filter for the "overdue days" filter on the overdue bills dashboard content
  • Bill import enhanced to skip text files (.txt) included in uploaded zip files
  • Improved ordering of greenhouse gas information on meter and building grids
  • Fixed issue with submitting bill import files that were downloaded from bill lists but never opened
  • Various chargeback enhancements

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EnergyCAP Version 7.2 Released for ECI Hosted
Posted by Becky Brickell on 01 October 2018 08:17 AM

Here at EnergyCAP, we're coming off a big week. We just wrapped up our largest EnergyCAP Catalyst Conference ever (a sell-out), and we were able to show off some of the latest features and updates that we've been working on over the summer. EnergyCAP Version 7.2 is a significant update to EnergyCAP Version 7, and it includes two major new features: Accounting Export and redesigned EnergyCAP Chargebacks.


Here's a brief overview of what you'll see when you log into EnergyCAP:

  • Accounting Export Features — Whether you have been using the EnergyCAP Installed Client or EnergyCAP Version 3 to export bills to your GL and AP systems, you can now start exporting bills directly from Version 7. We've made significant enhancements to the "Not Approved", "Held from Export", "Waiting to Export to AP", and "Waiting to Export to GL" bill lists. Each of these lists now includes ALL of the available bill list filters — locating the bills you want to take action on is now easier than ever before. You can now select one, many, or all bills to export (you are no longer limited to exporting the entire list at one time). We've also included a new option to generate a sample bill export file (helpful to test reformatters and downstream processes). You can also use your custom bill export profiles from the EnergyCAP Installed Client within EnergyCAP Version 7's export process to ensure that your files are generated in the exact format required by your downstream reformatters and accounting processes.


  • New Bill Export History Features — It's now easier than ever before to see what has been exported from EnergyCAP. A new export log includes details about the date/time of each export and who exported the file — we even keep a copy of exported files to help with troubleshooting and downstream processes. Comments can now be added to any export to help explain the status of the export process. You can also easily reverse any export as well as see a full listing of all bills associated with a specific export. This is the most robust export process we've included in any version of EnergyCAP, and you can begin using this process today to streamline your accounting processes. NOTE: To use a custom bill export profile with EnergyCAP Version 7, please submit a support ticket, and our team will be happy to assist you with the one-time setup process.


  • EnergyCAP Version 7 Chargebacks — EnergyCAP's chargeback features have been redesigned in EnergyCAP Version 7 to make them easier to use and to provide functionality that has never previously been available. EnergyCAP Version 7 chargebacks include more than twice as many options for calculating and splitting bills! Based on customer feedback, we've developed new options that make tracking submeter data and generating tenant bills easier than ever before. Since this is a redesign of the chargeback process, we will provide additional training/webinar opportunities to learn about these powerful chargeback features — we'll provide more details regarding these opportunities soon. If you attended Catalyst, feel free to dive in and start working with the fully-functional chargeback features available in this release. NOTE: Version 7 chargebacks are set up and run separately from chargebacks configured with the EnergyCAP Installed Client and Version 3.


  • Chargeback Workflows — In addition to all of the new chargeback options, we've also implemented a new feature called chargeback workflows. These workflows organize your monthly chargeback processing and help identify missing data and outliers within the process. We believe chargeback workflows will dramatically simplify your process, reduce the amount of external documentation required, and help you deal with data issues quickly. Workflow steps are also fully reversible — helping you deal with bad meter readings and missing data quickly and easily. If you missed the Catalyst chargeback training, be on the lookout for upcoming EnergyCAP Version 7 chargeback and workflow training opportunities.


  • Chargeback Setup Spreadsheets — We've added new Setup Spreadsheets to simplify the management of Version 7 chargebacks.


  • Global Dashboard Filter — We've added a powerful new feature to EnergyCAP dashboards. With a new global filter, you can configure a dashboard that has just the content you want and then apply a single filter to update all of you dashboard content — build once, and reuse with many buildings and building groups.


  • Create and Edit Building and Meter Groups — Building and meter groups can now be created and maintained in EnergyCAP Version 7. Any created/modified groups will also be active in all other versions of EnergyCAP. You also now have the option to convert a manual group into an automatic group and vice versa.


  • Setup Spreadsheets Available for Building and Meter Groups — We've added new Setup Spreadsheets for managing buildings and meters assigned to groups.



We've only scratched the surface of the functionality included with the updates listed above. Check out Version 7 help for additional details and instructions.


Here are a few more updates that are included in EnergyCAP Version 7.2:

  • New icons to represent the various available chargeback configurations available in EnergyCAP Version 7
  • EnergyCAP Professional and Express users can no longer be created In EnergyCAP Version 7 — they must be invited via EnergyCAP Version 3 instead. Once an account has been created, it can be managed in EnergyCAP Version 7.
  • Dashboard content now includes more filter options than ever before
  • New dashboard content types are available (ENERGY STAR and Bill Status)
  • A dedicated active/inactive option has been added to meters (was formerly dependent on the account/meter relationship)
  • Improved the management of Custom Fields ("list" data types can now be added and managed in Version 7)
  • Improved the management of General Ledger fields
  • The Channel Data tab on meters with configured channels has been renamed Interval Data and has been moved to the top row of tabs to increase visibility
  • Interval data values are now displayed below the interval data chart
  • Various performance improvements

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