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Quick Start Reference Guide

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  rev. 2011-05-05        

This guide is designed for users who would like a quick reference to set up a facility and any other steps required to begin adding utility and invoice data. The links lead to the topics in this manual required for successful setup for import of data. Following these steps should allow for a successful transition from new facility setup to importing of data.

Facility Setup

Assigning Facility Groups

Defining a Utility Provider

Defining a Meter

Defining a Utility Account

Defining Tariffs

Building Tariffs with Components

Tariff Meter Components

Tariff Meter Components vs User-Defined Components

Recommended Practices for Tariffs

Importing Interval Data

Import Utility Invoice Spreadsheet Layout

Importing Utility Invoices

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