catalyst 2016: bill capture
TRANSCRIPT
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Benefits of Bill CAPture
John HeinzVice President of SalesEnergyCAP, Inc.
Peter CatonSenior Manager, Bill CAPtureEnergyCAP, Inc.
©2016 EnergyCAP, Inc.
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Utility Bill EntryBurdens you to manually enter bills
Distracts you from energy management activities
Complicates entry due to various bill formats
Consumes organization’s resources
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Your Goal Simply Stated:
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Bill CAPture Quotes“We are very pleased with the level of service and responsiveness from the Bill CAPture team…The efficiency of invoice processing eliminated duplicate data entry, reduced the turn-around time for vendor payments, and improved data review.”
“I’m very pleased with the Bill CAPture service and would be happy to provide references for prospective clients.”
“. . . EnergyCAP’s Bill CAPture service is very easy to use, fast and accurate.”
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Enrollment ChecklistCreate new client worksheet in Enrollment Checklist fileCreate/configure Bill CAPture upload user (Must be <=10 characters!)Create client in BC database and set enrollment detailsAdd pricing details in BC databaseSend welcome emailProvide BC client with upload/transfer instructionsPopulate BC Enrollment Form and email to client for reviewForward reviewed BC Enrollment Form to the Bills PartnerCreate BILLCAPTURE User and TOTALPAYAMOUNT observation type via ScriptSet up logging framework
Set up SPROC ("udsp_CheckTotalPayAmount.sql")Set up SPROC ("udsp_SetEstimatedFlag.sql")Set up logging for bill and user authenticationCreate BC Audit groups and Report groups via SQL script Create BC report distribution list & add appropriate usersCreate BC report email batchCreate BC report groupsProvide BC client with general Bill CAPture instructionsTest unique Vendor-Commodity-Rate for OCR accuracyDelete test data and import live batchValidate that invoicing is set up properly in Sugar
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Generate Setup Import Sheet
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Audits
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Reports
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Notifications
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Notifications
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Resolving Kickouts
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Website
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Website
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Website
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Easy Four-Step Process
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Step 1
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Step 2
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OCR / Mail Redirect
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Web Download
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EDI 810
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Flat File Import
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Step 3
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Step 4
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What’s Next?
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Schedule a Consultation today.Call 877.327.3702
Visit www.BillCAPture.com
Email [email protected]
Contact your account representative