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UPDATE ** Release of EnergyCAP Version 7 for Self-hosted Clients **
Posted by Joel Brickell on 01 February 2018 04:11 PM


UPDATE: The EnergyCAP Version 7 installation package is now available. As stated in the webinar, please submit a Support Ticket to request the version 7 installation package.

Our development team has been doing extensive testing on the EnergyCAP Version 7 installation package and has unfortunately encountered some issues. These issues have delayed the release of the installation package until Monday, February 5th.

We will update this newsfeed article once the installation package has successfully passed our testing, so keep checking back for updates. 


We thank you for your patience and understanding while we resolve these technical issues.

Your EnergyCAP Support and Development Teams!

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EnergyCAP Version 7 Has Arrived!
Posted by Becky Brickell on 30 January 2018 10:12 AM

It's here! The next generation of EnergyCAP software is now available: EnergyCAP Version 7!


EnergyCAP has seen a lot of change through the years. We've released 26 major updates and we're now on the 7th generation of our software (get nostalgic with us). EnergyCAP Version 7 is a completely new version of software that marries the latest in online technologies with our award-winning utility bill management tools.


EnergyCAP Version 7 makes your life:

·        Easier - we've focused on making your energy management and utility bill activities faster and easier to use than ever before

·        Smarter - advanced dashboards, benchmarks, and a new generation of reports help you focus on what's most important

·        Friendlier - whether you're an experienced or a new EnergyCAP user, you'll find entering, updating, and viewing your information more intuitive and helpful


We released EnergyCAP Version 7 on January 16th. If you missed our launch event, you can view a recording of the webinar. Some of the new features available in EnergyCAP Version 7 include:

·        Completely redesigned Dashboards that you can configure, share with others in your company, and even share externally to non-EnergyCAP users

·        Maps! See your buildings on maps with high-level information/statistics. Maps can also be shared publicly with non-EnergyCAP users

·        Enhanced benchmarking that includes additional data types (Calendarized and Normalized data options), a new scatter chart that helps quickly identify the most impactful building and meter outliers, and a new "Savings Opportunity" view to help quantify possible savings

·        New "Create" Button that streamlines the process of entering/importing bills and creating common EnergyCAP objects

·        Use common browser actions like forward/back buttons, save bookmarks, and share links with other EnergyCAP users

·        Reports are now searchable - filter reports based on description, output format, type of data, etc. You can even save reports with your own custom descriptions.

·        Email EnergyCAP reports with the click of a button - no need to download and create a separate email


EnergyCAP Version 7 is full of new features, but there's even more coming. Look for regular updates and enhancements as we prepare for our annual user training conference: Catalyst 2018 will be held September 25-27th in State College, Pennsylvania. Early bird discounts are still available, so register now!


EnergyCAP Version 7 is available now for all hosted EnergyCAP customers. Self-hosted customers can contact our Customer Service Team to download and test Version 7 in preview-mode. The full production version should be available for self-hosted customers in March.


We value your feedback! Use our new customer forum to submit a new feature requestvote on feature requests from other users, comment on feature requests, and provide feedback about your EnergyCAP experience.


We've been working hard to make EnergyCAP easier, smarter, and friendlier. Try it out and let us know what you think!

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Updates to Web Browsers Affect EnergyCAP Online
Posted by Joel Brickell on 11 August 2017 10:57 AM

A few months ago all internet web browsers received updates that affected the online experience for some of our customers using the EnergyCAP web application.

One of the issues has been identified as the Adobe Flash plugin getting disabled (all browsers) and the other issue is with the Google Chrome GPU Accelerator. These issues are not related to your EnergyCAP software but are due to browser updates that have created new configuration requirements.

Below are two links to our support Knowledgebase articles that address fixes/workarounds for both of these issues. 

A third issue which is related to the Symantec Endpoint Manager (SEM). SEM blocks Flash Updates from happening so the required Adobe Flash component does not get updated or (if a fresh install of Google Chrome) installed.

Below is a link to Symantec's Knowledgebase article on this issue:

We regret the difficulties that these changes have caused for some of our clients, and we look forward to a new EnergyCAP release later this year.

As always, if you have any questions, please feel free to email us via our Support site,

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EnergyCAP Quick Tip - How Billing Periods are Assigned in EnergyCAP
Posted by Becky Brickell on 12 June 2017 09:41 AM

EnergyCAP assigns a Billing Period month automatically so you don’t have to. The assignment is based on a set of logical rules. EnergyCAP uses these rules to determine the billing period month of each bill, regardless of whether it is manually keyed OR imported. Assigning the proper billing period is important since many charts, graphs, and reports in EnergyCAP are based on billing period.

The 'default' rule is that EnergyCAP splits the difference between the Start Date and End Date of the bill to determine billing period; the middle of the bill normally determines the proper billing period month. If the split results in two equal halves with no “center” date, EnergyCAP rounds down to determine the midpoint date of the bill.

EXAMPLE: The billing period begins February 10 and is 30 days long. The midpoint is February 24. The bill is a February bill.

If the number of days in the billing period is greater than 45, then the 'default' logic is still used.

However, IF the billing period is LESS than 45 days, then a second logical step is applied:

  1. IF the default rule results in a billing period month being skipped, and
  2. IF the 'middle-of-the-bill' date is equal to or less than the 5th of the default month, and
  3. IF the bill Start Date is earlier than Day 1 of the 'default' month,
  4. THEN: The billing period month will be moved back one month.

EXAMPLE: The billing period begins February 15 and is 30 days long. No February bill has been identified for this meter this year. The midpoint is March 1 (if it is not a leap year). The bill is a February bill (see logical steps).

Similarly, when there ALREADY exists a bill for THIS month AND the 'middle-of-the-bill' date is equal to or greater than the 26th of THIS month, AND the billing period End Date is greater than Day 1 of the NEXT month, then the billing period will be moved forward a month.

EXAMPLE: The billing period begins February 13 and is 30 days long. The midpoint is February 27. A February bill has already been identified for this meter this year. The bill is a March bill.

NOTE: EnergyCAP only “knows” if a historical billing period is skipped (or present) if the historical bills are added in chronological sequence. This is an EnergyCAP best practice, whether you are keying your bills manually or setting up your import spreadsheet. Make sure the older data is processed first.

If all these rules don’t work for you, EnergyCAP has created alternatives for clients who import their billing data. Beginning with release 3.5.1, the Billing Period column in the import sheet can be used to specify one of four rules for assigning the Billing Period: 




Existing logic for billing period assignment will be used to determine billing period (as described above)


Start Date of the bill will be used to determine billing period


Midpoint of the bill will be used to determine billing period (rounding down if necessary)


End Date of the bill will be used to determine billing period

For more information on EnergyCAP's billing period logic, see the EnergyCAP Online Documentation.

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EnergyCAP Quick Tip - How Can I Catch Utility Bill Data Entry Errors?
Posted by Joel Brickell on 17 April 2017 08:30 AM

The best way to catch utility bill data entry errors is when the bill is actually being manually entered.

EnergyCAP provides a Quick Check Audit Group that runs a series of related audits whenever you save a bill. Here's how to make sure the Quick Check audits are being run on your bills.

Running the Quick Check Audit Group

  1. Click Administration from the Main Menu.
  2. Click Workflow Settings.
  3. Under the Batches & Audits setting, find the Audit bills with Quick Check Audit group when saved option.
  4. Click the toggle checkbox to turn the option on or off.
  5. When done, scroll to the bottom of the Workflow Settings window and click Save.

You can read more about the Quick Check Audit Group and what the audits look for in our documentation.

Running Audits from Bill Lists

Audits can also be run from EnergyCAP Bill Lists. You can run as many audits as you want, regardless of whether the bills were entered manually or imported. Here's how:

  1. Click Bill Processing from the Main Menu.
  2. Click My Bill Lists, and then click to select the specific Bill List to review.
    Often, you may wish to create a specific, filtered bill list containing all the bills you wish to audit (filtered by batch code, bill entry date, bills entered since "x", etc.). For more information on creating custom bill lists, see our documentation. As an alternative, you can also use an existing bill list and just click the checkboxes for the specific bills you want to audit. 
  3. Once you have displayed the desired bill list and selected the bills to be audited, click the Audit selected bill(s) icon.

    A confirmation prompt will be displayed.
  4. Click Yes to audit the selected bills. The Select Audit Group Wizard will open.
  5. Select the desired audit group(s) to run by clicking the associated checkbox for each group. For information on creating audit groups, see our audits documentation.
  6. When done, click Continue. The audits will run.
  7. After the Confirmation window has been displayed, click Finish.

Once bills have been audited, you can view any problems by clicking Bills with Problem Flags from the Bill Audits menu.  

Audits provide powerful tools for assuring the accuracy of your utility data. Make sure you are using them to keep your data clean. You can read more about audits in our audits documentation.

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EnergyCAP Quick Tip - How Can I Find Gaps in My Utility Bill History?
Posted by Becky Brickell on 07 April 2017 04:10 PM

Despite what its name suggests, the BL-08A - Visual Missing Bills report may not be the best report for finding gaps in your utility bill history. It all depends on what you mean by gaps!

If you want to verify that you've received one bill in every billing period, then BL-08A is a great color-coded report for spotting missing bills (or unusual numbers of bills) for a large number of accounts in just a few seconds. 

Unusual Billing Activity

The BL-08A report provides a link to each included vendor in your EnergyCAP database, along with columns for Cost Center, Account, Meter, Average of Total Amount, Billing Periods in the date range (as specified by your report date filter), Billing Periods without a Bill Record, and the number of bills in your EnergyCAP database for each included billing period for each included account/meter combination:


Using appropriate filters, you can run the report for specific accounts, vendors or places, or you can run it for your entire organization. Make sure to set the Billing Period filter to include all relevant billing periods. Those billing periods that include a single bill will display in green, while those missing any bill will display in red. Billing periods with an unusual amount of billing activity (more than one bill in the billing period) will display in yellow. This is a great way to spot missing/suspect historical data, since you can search prior months and even years by setting the appropriate date filters when you run the report.

Below is a graphic displaying 14 months of bill history from the BL08A report:


If you see accounts with no bills for a long period of time, the account may need to be set to inactive, or you may want to add a Service End Date.

Locating and Dealing with Gaps in Your Utility Bill History

For a closer inspection of your utility bill history, the BL-08E Days Not Included in Any Bill report may be just what you need. It is similar to BL08, which finds gaps between the End Date of one bill and the Start Date of the next bill. It also finds overlapping billing periods.  


These types of gaps between bills may indicate missing bills or data entry errors. When running the BL-08E, the user can select a specific date range for locating gaps before, between, or after bills. The report will provide a record even if no bills exist for an account that is in service. Gaps may indicate billing problems, account obsolescence, or data entry errors. 


When using BL-08E to spot those smaller gaps in data, set allowable gap days to 0 to locate every instance of specific dates that are not included on ANY utility bill.  A large gap (perhaps 30 days) usually indicates a missing bill, whereas a small gap (perhaps 5 days) usually means that a date was entered incorrectly.  A one-day gap usually means that the vendor may submit bills in a format such that the current bill’s Start Date is the day AFTER last bill’s End Date. This is not standard practice, since meters are seldom read at 12:00 midnight, so this can be a problem. See the EnergyCAP Online documentation for more information on the impact of gaps in billing data.

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EnergyCAP Quick Tip - Why Would I Change an Account's Status?
Posted by Joel Brickell on 02 March 2017 11:20 AM

When you create an Account, it is in the active state. So why would you make an Account inactive?

The most common reason is because your organization has disposed of a building. You want to preserve an account's billing history "just in case," but you don't want to report on the energy data, and you certainly don't want to add any new bills to that account.

Making an account inactive prevents bill entry, and (by default) also filters existing bills for the inactive account out of most reports and PowerViews in EnergyCAP. Since it is generally desirable to maintain a historical bill record, making the account inactive is a better practice than simply deleting an old account and thereby losing its history for trend reporting and other long-term energy analyses.

NOTE: Be cautious about making an account inactive. There are some situations where it may be desirable to prevent bill entry (a change in vendor, for instance), but because an inactive account is removed from the reporting history, inappropriate use of this feature can skew reporting.

treeviewx.pngNew bills cannot be added to inactive accounts, but historical bills for an inactive account can still be edited. Meters associated with an inactive account will become inactive when the associated Account status is changed to inactive.

EnergyCAP can be configured to display (or not display) inactive accounts and meters in their respective Tree Views. When inactive accounts or meters appear, their icon will be marked with a red "X".

You can filter inactive account data out of reports by including the Bill Account is Active filter, and setting it to Yes. This is the default setting for all reports. To show report data for both active and inactive accounts, select the Bill Account is Active filter and click Clear to remove it. To show ONLY inactive accounts, set the Bill Account is Active filter to No.


A Note About Meters

In addition to changing a meter's active/inactive status, you can also remove a meter's association with an account by clicking the Remove Association icon from the Meter Properties window. EnergyCAP offers you the choice of supplying an end date for the association or deleting the meter entirely.


Which should you choose? If the meter association was the result of a setup error, it is advisable to delete the meter association. Make sure, however, to also delete any associated bills, since the historical billing data will not be deleted along with the association.

If you choose to provide an "end date" for the meter association, you can retain and edit the historical meter data for the period of time that the association was present.

Stay tuned for next week’s Quick Tips to learn HOW to change the account/meter status to inactive.

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EnergyCAP Online 3.5.1 Now Available for Self-Hosted Clients
Posted by Joel Brickell on 24 October 2016 08:21 AM

EnergyCAP 3.5.1 is now available for self-hosted users!

You can download the installation files and read about the enhancements on our new releases webpage.

We hope you enjoy these improvements. You may be the only individual from your organization to receive this message, so please notify all other EnergyCAP users.

Bill Import Improvements

After more than a decade, millions of utility invoices have been imported into EnergyCAP. With more and more complex client scenarios, some enhancements have been necessary to provide better control over how imported bills are created in the system. ALL existing bill import files and profiles will continue to work without modification. However, the enhancements listed below can be utilized moving forward. They may help you to resolve a specific import problem:

  • Consider Account Service Dates: We now consider the service Begin Date and End Date of the account for all bills being imported.
  • Honor Account Alerts for imported bills: If a bill is being imported to an account that has an active alert, a Bill Message will be added to the bill.
  • New Void/Preserve/Replace (V/P/R) Column: Much like the Actual/Correction/Estimated (A/C/E) column in all bill import files, this new flag works in conjunction with "A/C/E" to allow users to better control what happens with the bill being imported.
  • Adjust Bill Start Date for Imported Bills: For any bills that are being imported, if the begin date is one day after the end date of the previous bill, EnergyCAP will modify the start date to match that previous bill end date and make a note on the bill.
  • Definable Billing Period Logic: The Billing Period column can now be used to instruct EnergyCAP how to use the bill dates to determine which billing period a bill falls into. Nothing (null) or “!AUTO!” for this column uses the existing logic.
    • !START! assigns the billing period based on the month of the start date of the bill.
    • !MIDDLE! assigns the billing period based on the exact middle of the billing period without any of the logic that might ordinarily applied.
    • !END! assigns the billing period based on the month of the end date of the bill.


To learn more about bill import in EnergyCAP read the Help documentation.

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Updated EnergyCAP 3.5.0 file for self-hosted users
Posted by Matthew Heinz on 15 August 2016 08:00 AM

After releasing the 3.5.0 ZIP file to self-hosted users for download, it was discovered that a few recent changes provided to EnergyCAP hosted clients were also made to the ZIP file we provided. We strongly recommend that you install the newest 3.5.0 ZIP file to ensure the best compatibility. While no data corruption will occur, there is a strong possibility that a few features, including updated French translations, won’t work as expected.

We apologize for the inconvenience and strive to continue providing quality products to you.



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EnergyCAP Server Maintenance on August 12–14 Weekend
Posted by Matthew Heinz on 10 August 2016 04:38 PM

Dear EnergyCAP User,

We’ll be performing maintenance on our servers this coming weekend. During this time you will not be able to access the following websites and services:

The downtime will begin on Friday, August 12 at 8:00 PM ET and last until Sunday, August 14 at 8:00 AM ET.


We apologize for any inconvenience this may cause. You may be the only individual from your organization to receive this notification, so please notify other users as necessary. We appreciate your cooperation.

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