Managing accounts

Users with the Add, Remove, or Update Accounts permissions can create accounts, as well as manage the bills and meters within them.

To add a new account:

1. Select Accounts. The Accounts page appears.

   

2. Select Actions > Add Account. The Add Account page appears.

   

3. Do the following:

          a. Enter the Account Name.
          b. Select a Vendor.
          c. Enter a Start Date and End Date, or click  to select from a calendar.
          d. Select the Services related to this account.
          e. Select the Buildings related to this account.
          f. To add a meter, on the Meters tab, do the following:

                   i.  Click Add Meter. A pop-up appears. 

                        

                    ii.  Enter a Name.

                    iii. Select an Account.

                    iv. Select a Building.

                    v. Select a Service.

                    vi. Enter a Description.

                   vii. Click Save Meter.

          g. To enter a bill, on the Bills tab, do the following:

                      i.  Click Add Bill. The Add Bill section appears.

                           
                        ii. Enter a Bill Number.
                       iii. Enter a Start Date and End Date, or click  to select from a calendar.
                       iv. Select a Service.
                        v. Select a Building.
                       vi. Enter a Due Date, or click to select from a calendar.
                      vii. Enter an Amount.
                     viii. To add any desired line items, click Add New Line Item, then enter                                  the Type, Meter, Start Date, End Date, Usage, and Cost.

                            

                       ix. Enter any desired comments.

                       x. Click Save Bill.

4. Click Save Account.

To manage an existing account:

1. Select Admin > Accounts. The Accounts page appears.

2. Next to the account you want, do any of the following:

   To...	Then...
   Edit a meter	a. Click . A pop-up appears. b. Make the desired changes. c. Click Save.
   Edit a bill	a. Click . b. Make the desired changes. c. Click Save.
   Edit an account	a. Click . b. Make the desired changes. c. Click Save.
   Deactivate an account Note: A deactivated account does not appear to users or in reports.	Click . A pop-up appears. Click Yes. Note: You can reactivate an account by clicking .
   Delete an Account Note: This is permanent, and the account cannot be restored.	a.  Click . A pop-up appears. b.  Click Yes.