New Accounting User Quick Start Package

New Accounting User Quick Start Package

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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.