Page Comparison

The Accounts Tab provides an overview of all the Accounts connected to the selected Site. The definition of an Account can be found here.

It details key information such as the Account number, supplier contract details, billing information for the last 12 months or all time, any Queries associated with the Accounts. It also provides the ability to see how the Billing Account is connected to meters and channels and supply points and how that relationship evolves over time. From here you can manage the Accounts and edit details, view Memos, Properties, Set up Wizards. You can link to other Activities such as Validation Management and EDI Batch Management and manage all Associated Data relating to the Accounts.

If you do not have these items in your database, click here for details on how to add Sites, Accounts, Meters, Channels and Contracts.

The default view is to show the Active Accounts, with 12 months of data.

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Option	Description
Active Only	By default, the Active Only option is ticked and the screen will show only Active Accounts.. Unticking will show Active and Inactive Accounts. Any inactive Accounts will be highlighted in red. An Inactive Account is where the "Active" checkbox against the Account item has been unticked.
Full Billing History	The default is for the screen to show 12 months of historical data for each Account. Ticking this checkbox will cause the screen to refresh and retrieve the history for each of the Billing Accounts for all time across each of the columns.
Filter	Click to open the Filter option which will display above the table headings. It is search as you type so the filtering will start applying as soon as you start typing. For example, to filter to only the Electricity Accounts, type Ele and it will show just the Electricity ones.
Refresh	Refreshes the screen

Top Menu Options

Option

Icon

Description
Edit Account Image Modified	Opens the Account Editor for the selected Account in the list.
Account Number History Image Modified	Opens the Account History screen for the selected Account in the list. This will detail each of the Account number changes along with their effective date and provider, where one has been specified.
Cost Centres Image Modified	Opens the Cost Centre Editor for the selected Account in the list. This supports the ability to specify set proportions of the bills received to be linked with defined Cost Centres for Accounting purposes. Click here for more details on creating Cost Centres.
Properties Image Modified	Opens the Properties Tab in the Account Editor for the selected Account in the list. Click here for more details on creating Property Keys.
Memos Image Modified	Opens the Memos Tab in the Account Editor for the selected Account in the list.
Audit History Image Modified	Opens the History Tab in the Account Editor for the selected Account in the list.
Wizards Image Modified	Provides the ability to access the Account Number Migration or Data Permissions Wizards for the selected Account.
Export to Excel Image Modified	Exports an Excel spreadsheet of the data in the section

Bottom Menu Options

Icon

Option		Description
Manage Associated Data	Image Removed	Provides the ability to Manage the Associated Data Channels that are linked to the selected Account. Click here for more information on this Option
Bill Entry Original	Image Removed	Opens the Bill Entry Original Activity in the context of the selected Account.
Bill Entry	Image Removed	Opens the Supply Overview in the Bill Entry Activity in the context of the selected Account.
EDI Account HistoryImage Removed	Opens the EDI Account History Activity in the context of the selected Account.
Validation ManagementImage Removed	Opens the Validation Setup Activity. To see all Validators set up for the selected Account, click on the "Validators for <account number>" Tab
EDI Batch ManagementImage Removed	Opens the EDI Batch Management Activity
Reporting	Image Removed	Opens the Reporting Activity in the context of the selected Account.
Analysis	Image Removed	Opens the Analysis Activity

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Info
Double click on a Query to open the Query Editor in order to view the full history and manage the query Click to expand the Query to see any Notes Open Queries are shown in Brown (with Open Notes shown in Green) and Closed Queries are shown in White.