Managing Accounts Adding/Editing (Bills, and Meters)

Users with a role consisting of the following permissions: adding, updating, removing, and viewing accounts will have access to the accounts page on the left-side navigation menu. This page can be where all individual accounts are managed and associated with meters.

Viewing Accounts

1. Go to Accounts from the left-side navigation menu.

The accounts page will be displayed.

The page will include a list of your accounts and respective vendors with the total costs around those accounts.

Adding Accounts

1. Go to Accounts from the left-side navigation menu.

2. Click Actions > Add Account. 

3. Fill out the Account Details.

1. Number: Enter the account number. 

2. Vendor: Enter the vendor's name.

3. Start Date: List the start date of the account.

4. End Date: List the end date of the account.

5. Total Cost: It will be greyed out, so no action is needed.

6. Remaining Balance: Will default to $0.00, no action needed. 

7. Services: Select all services applicable to the account.

8. Buildings: Select all buildings applicable to the account. 

4. Click Save Account.

Editing Accounts

1. Go to Accounts from the left-side navigation menu.

2. Click the Pencil Icon () Next to the account you want to modify.

3. Modify the information.

4. Click Save Account.

Add Meter to Account

1. Go to Accounts from the left-side navigation menu.

2. Click the add meter button from the grid ()

3. Fill out the information.

4. Click Save Meter.

Note: You can also add meters when editing an account via the "Add Meter" button 

Add Bills to Account

1. Go to Accounts from the left-side navigation menu.

2. Click the add meter button from the grid ()

You will be redirected to the add bill page.

3. Fill out the bill information

4. Add any line items, if any.

5. Click Save.

Note: You can also add bills when editing an account via the "Add Bill" button 

Deactivate/Activate Account

1. Go to Accounts from the left-side navigation menu.

2. Press the deactivate button to deactivate the account ()

3. Click Yes to confirm. 

4. To Activate an account, click the activate button ()

Delete Account

1. Go to Accounts from the left-side navigation menu.

2. Click the trash icon ()

3. Click Yes to confirm the deletion (This cannot be restored)