Text and spreadsheet files, EDI 810 bill files, import automation, and outsourcing. Learn more at www.EnergyCAP.com.

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Advanced Operations Track
Electronic Bill File Imports
Presented by John Pierce, CEM, CMVP

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Agenda:
Text & Spreadsheet Files
EDI 810 Bill (Invoice) Files
Automating the Import
Outsourcing

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Text & Spreadsheet Files

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Many Utilities can provide a spreadsheet
or text file
May not require specialized file transfer
May not require electronic payments

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Import options

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Minimum Billing Data for ECO
Account Code/Number
Bill Start Date
Bill End Date
Cost
Usage (usually)

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Recommended Billing Data for ECO
Meter Code
Commodity
Vendor Code
ACE Flag
(Actual/Corrected/Estimated)

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Manual import in EnergyCAP Online

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Manual import in EnergyCAP Online

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Manual import in EnergyCAP Online

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Manual import in EnergyCAP Online

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Minimum Billing Data for ECE
Account Code/Number
Bill Start Date
Bill End Date
ACE Flag(Actual/Corrected/Estimated)
Meter Code (may default)
Bill Line Items (details tracked)

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Optional Billing Data for ECE
Vendor Code (If
used, immediately
follow Meter Code)
Bill Period
Due Date
Statement Date
Control Code
Account Period
Invoice
Number
Rate Code
Serial Number

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Manual import in EnergyCAP Client

15. EnergyCAP Help topic URL
http://help.energycap.com/managing-bills/bill-
import/overview-non-edi-bill-import
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Agenda:
Text & Spreadsheet Files
EDI 810 Bill (Invoice) Files
Automating the Import
Outsourcing

17. What is an EDI 810 File?
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Who maintains the EDI 810 Format
Standard for Utility Bills?
UIG (Utility Industry Group)
It is a loose standard
Each Utility may interpret it differently

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Not all Utilities can provide EDI 810

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EDI Relationship with a Utility:
Electronic payments expected
Very short, or no window for parallel
processing
Paper bills for EDI accounts are no
longer generated

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Specialized file delivery and
acknowledgement

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Where EnergyCAP can fit

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When does EDI make sense?
The Utility can provide an EDI 810
Invoice file
You receive hundreds of bills per
month from the Utility
You desire to track rich Line Item
details, for these many Accounts,
without overwhelming the Data Entry
Staff

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What setup data is needed?
EDI import ID
EnergyCAP EDI import script
EDI 810 documentation from Utility
Actual, or sample, EDI 810 file and
corresponding paper bill(s)

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Rich line item detail without
overwhelming data entry

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Manual import in EnergyCAP Client

29. EnergyCAP Help topic URL
http://help.energycap.com/managing-
bills/managing-edi-bill-imports/overview-importing-
edi-data
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Agenda:
Text & Spreadsheet Files
EDI 810 Bill (Invoice) Files
Automating the Import
Outsourcing

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Use imptsk.exe
Launch via command line
Automate via Windows Scheduled Task
and/or a PowerShell Script

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Coming Soon…

33. Automation of EnergyCAP Online
import
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Agenda:
Text & Spreadsheet Files
EDI 810 Bill (Invoice) Files
Automating the Import
Outsourcing

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Outsourcing
Pay a third party to import bills
Third party is typically a ‘per bill’ fee
Talk to EnergyCAP Sales

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Xebec:
Simplifies the acquisition, formatting,
and transmittal of bills in electronic
format.

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Cass:
Provides both electronic and manual
bill processing
Provides Bill Payment Services

38. Questions
Visit the Ace Place to learn more!
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