Catalyst 2016: Bill CAPture
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Learn about a solution to avoid hand-keying all of your utility bill data.
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Catalyst 2016: Bill CAPture
- 1. Benefits of Bill CAPture John Heinz Vice President of Sales EnergyCAP, Inc. Peter Caton Senior Manager, Bill CAPture EnergyCAP, Inc. ©2016 EnergyCAP, Inc.
- 2. Utility Bill Entry Burdens you to manually enter bills Distracts you from energy management activities Complicates entry due to various bill formats Consumes organization’s resources
- 3. Your Goal Simply Stated:
- 4. Bill CAPture Quotes “We are very pleased with the level of service and responsiveness from the Bill CAPture team…The efficiency of invoice processing eliminated duplicate data entry, reduced the turn-around time for vendor payments, and improved data review.” “I’m very pleased with the Bill CAPture service and would be happy to provide references for prospective clients.” “. . . EnergyCAP’s Bill CAPture service is very easy to use, fast and accurate.”
- 6. Enrollment Checklist Create new client worksheet in Enrollment Checklist file Create/configure Bill CAPture upload user (Must be <=10 characters!) Create client in BC database and set enrollment details Add pricing details in BC database Send welcome email Provide BC client with upload/transfer instructions Populate BC Enrollment Form and email to client for review Forward reviewed BC Enrollment Form to the Bills Partner Create BILLCAPTURE User and TOTALPAYAMOUNT observation type via Script Set up logging framework Set up SPROC ("udsp_CheckTotalPayAmount.sql") Set up SPROC ("udsp_SetEstimatedFlag.sql") Set up logging for bill and user authentication Create BC Audit groups and Report groups via SQL script Create BC report distribution list & add appropriate users Create BC report email batch Create BC report groups Provide BC client with general Bill CAPture instructions Test unique Vendor-Commodity-Rate for OCR accuracy Delete test data and import live batch Validate that invoicing is set up properly in Sugar
- 7. Generate Setup Import Sheet
- 8. Audits
- 9. Reports
- 10. Notifications
- 11. Notifications
- 13. Website
- 14. Website
- 15. Website
- 17. Step 1
- 18. Step 2
- 19. OCR / Mail Redirect
- 20. Web Download
- 21. EDI 810
- 22. Flat File Import
- 23. Step 3
- 24. Step 4
- 25. What’s Next?
- 26. Schedule a Consultation today. Call 877.327.3702 Visit www.BillCAPture.com Email Sales@EnergyCAP.com Contact your account representative
Editor's Notes
- Meet with a sales rep to discuss: Pre or Post payment processing of bills Do you currently interface EnergyCAP to A/P Provide a list of vendors, accounts per vendor, and current format you receive bills in Contact vendors to discuss delivery options Are there limitations in accounting processes
- There are Pros and Cons with each solution Sales can work with you to decide which is best Flat File EDI 810 Optical Character Recognition - OCR Screen Scrape Additional Services Bill Reroute Automation Auditing and Reporting Can be a mix of different offerings! Complete Outsource Bill Payment Vendor Follow Up Additional Services – Procurement, Tenant Billing, etc…
- Recommended Option Excellent Accuracy Scanned Image Reroute Available
- Sales to provide a proposal Details on what options are best for you Pricing for service One-time enrollment fee based on number of accounts and volume. Depends on the services selected. Ongoing per bill fee. Can price annually and add to ECMA invoice. Depends on service and volume.
- Kickoff Meeting Timing and process depends on solution Establish File transfer (ftp or website upload) EDI and Flat File – Contact vendors to discuss timing and delivery options Screen Scrape – Need login credentials for all vendor sites. Best to standardize if possible If rerouting, notify vendors of change of address
- Kickoff Meeting Timing and process depends on solution Establish File transfer (ftp or website upload) EDI and Flat File – Contact vendors to discuss timing and delivery options Screen Scrape – Need login credentials for all vendor sites. Best to standardize if possible If rerouting, notify vendors of change of address