Accounts Tab

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.

The screen is divided into 4 sections:

Opening the Accounts Tab

  • Open the Estate Management Activity
  • Highlight a Site in the Data Selector
  • Click on the Accounts Tab OR Click on the Accounts Pie Chart

         

Accounts

By default, this shows a list of all Active Accounts associated to the Site. Details relating to the latest contract, such as the Supply Point Name it is related to and the current Contract and key information for the Bills that have been received for the Account for the prior period of time are displayed. 

  • Highlight an Account to enable you to use any of the below options
  • Right clicking on the table heading will allow additional columns to be added, or any of the existing ones removed
  • To minimise the Accounts Section, click on the ellipsis   at the bottom of the Section.  To maximise, click again.
  • Clicking on a different Account in this section will change the details displayed in the other sections on the screen (Supply Point Contract History, Related Account, Related Meter & Channels and Related Items sections)

To change the displayed Columns in any section on the screen, right click the Column Header, then click on Columns to tick or untick the required Columns.

 

Options

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.

RefreshRefreshes the screen

Top Menu Options

OptionDescription

Edit Account

Opens the Account Editor for the selected Account in the list.

Account Number History

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

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

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

Opens the Memos Tab in the Account Editor for the selected Account in the list.

Audit History

Opens the History Tab in the Account Editor for the selected Account in the list.

Wizards

Provides the ability to access the Account Number Migration or Data Permissions Wizards for the selected Account.

Export to Excel

Exports an Excel spreadsheet of the data in the section

Bottom Menu Options

         

OptionDescription
Manage Associated Data

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 OriginalOpens the Bill Entry Original Activity in the context of the selected Account.
Bill EntryOpens the Supply Overview in the Bill Entry Activity in the context of the selected Account.
EDI Account HistoryOpens the EDI Account History Activity in the context of the selected Account.
Validation Management

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 ManagementOpens the EDI Batch Management Activity
ReportingOpens the Reporting Activity in the context of the selected Account.
AnalysisOpens the Analysis Activity

Account Billing

The Account Billing section will default to scroll through the Monthly Cost (Year on Year) and Monthly Consumption (Year on Year) for each Commodity, showing the current 12 months versus the previous 12 months for the selected Account.

The bar chart represents the cost information (£) and the line chart represent the billed consumption information (in the relevant units)

The coloured bar or line shows the latest years data for the applicable commodity, the light grey bar or line shows the equivalent month in the prior year.

 


  • Hover over a bar / line to see more detailRight click on the Graph to download a JPEG image of the chart on your local computer:

Account Queries

The Account Queries section shows all Open and Closed Queries against the selected Account.

  • 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.

Options

Option Description

Add a query

Click to open the Query Editor to enable you to add a new Query.

Excel

Exports an Excel spreadsheet of all the queries in the section.

Right click Options

Option Description
Edit NoteOpens the Query Editor to allow an existing note stored against the query to be edited.
Add Note

Notes can be added to the query to show the progress of resolving the query.

Selecting this option opens the Edit Query Note Editor in the Query Editor to facilitate this.

Related Items

This section shows all the Items related to the selected Item (i.e. Supply Point, Account or Meter) and can be filtered to a particular period of time which represents the configuration and relationships in effect during that time.

         


  • Click on  to see more details such as the previous Account Numbers (where there are historical changes to the account number) and the Channels associated with a Meter.
  • The "Path" icons are hyperlinks, which will allow easy access to the applicable screens to edit the selected item.


Options

         

OptionDescription
Breadcrumb

Hyperlinks you to the Items above in the database hierarchy, for example the path might be:

Organisation → Site Group → Site → Item

Limit to Period

This allows a particular date to be selected to update the section to only show the relationships that were effective for the selected period of time.

For example, you might want to know what was in effect on 01/01/2019, and selecting this date would allow you to see how the selected Item (Supply Point / Account Meter) was related to other items on that date.

FilterSelecting the filter button will run the filter for the date entered and update the section to only show the effective relationships on that date. The screen will automatically select the appropriate period in the "Select period" drop-down list.
XSelecting the blue cross will clear any dates that have been entered in the "Limit to Period" field.
Select Period

Use the drop down list to select the required Contract period. It will display a row for each discrete period of time that the relationships were active.

Where no date has been entered in the Limit to Period field, this will show a list of all the different contract periods that exist for the selected item.