New Accounting User Quick Start Package

Targeted at a new user who’s primarily focused on EnergyCAP’s accounting functionality, this combination of consultation and online training is the fast track to maximum productivity.

Five two-hour online training sessions can cover any EnergyCAP-related topic, including, but not limited to, the following:

• Basics of Accounts, Meters, GL Codes
• Bill Templates and Line Items
• Bill Actions and Statuses
• Accounting Workflow Process
• Recommended Dashboards for Accounting
• Bill Lists
• Recommended reports
• User permissions and accounting controls
• Handling corrected and cancel/rebill scenarios
• Chargebacks
• Using Bill Flags to identify outlier bills before payment

You may also dedicate a portion of the 10-hour Quick Start Package to reviewing existing accounting workflow processes, identifying opportunities for process improvement, and updating or developing new business process documentation. It’s expert guided, customized, hands-on learning at its finest.