Chargeback videos

A chargeback bill is generated within UtilityManagement, not a bill you get from a vendor or a bill keyed into the system. A chargeback bill is created to support either Accounting or Facilities management. It helps break down cost and use details for your organization.

Improvements in version 7

• Any meter/account can be configured for chargebacks
• Removed the one meter/one account restriction
• Bills can be split before approval
• No distribution parents
• More flexible data types on submeter channels
• Chargebacks can be linked together into workflows

How to configure and process bill calculations

• Bill Calculations are always calculated at the meter
• UtilityManagement generates a bill from the information provided
• Use and Cost are calculated separately
• Use
  • Submeter readings
  • Fixed amount
  • Copy use from another meter
  • Summary calculations
• Cost
  • Use x rate
  • Use x specific unit cost
  • Use x unit cost from another meter 
  • Copy cost from another meter
  • Summary calculations

Demo - bill calculation configuration

Demonstration of configuring bill calculations.

Process chargebacks and view results

Select specific meters to process in the chargebacks module by selecting Calculate Bills.

• Select which meters to process
• All bills created are in the same batch

Calculate the difference between a vendor bill and submeter bills

Demonstration of configuring a bill calculation to calculate the difference between a vendor bill and your submeter bills.

Using the subtotal feature

Explanation of the subtotal feature and how it works with fees and taxes when creating chargeback bills.

Fees and taxes are based on the preceding subtotal. Multiple subtotals can be added as needed.

Review line items on a chargeback bill

Review bill line items, subtotals, and fees on a chargeback bill.

Demo - reverse chargeback steps

Review how to reverse chargeback steps.

Bill splits explained

Bill splits are configured at the account level and divide bills to one or more destination meters.

• Static percentages are manually entered
• Dynamic percentages are calculated based on building area
• Advanced bill splits distribute use, cost or both

Demo bill split configuration

A demonstration of configuring versions and bill splits.

Process bill splits

Run the chargeback engine and process bill splits from the account.

Chargeback icons

Chargeback icons explained.

Chargeback Workflow Explained

Workflow is a step by step process for running the chargeback engine.

• Group processes together in one step
• Increases visibility, see what has been processed
• Easily reversible 

Chargeback Log

A record is created for each run of the chargeback engine regardless of where the process was started.

Workflow Settings

Configure the fields displayed on chargeback bills, such as batch name or accounting period.

Bulk Chargeback Set Up

Use setup spreadsheets to make multiple changes to bill splits or bill calculations.

Migrating to Version 7 Chargebacks

Version 7 chargeback settings are independent of version 3.