Utility Account Overview

Utility Billing Data can be populated in EnergyTracer one of three ways: automated bill imports with tied utility portal credentials, manual bill entry, or data upload:

• Bills are organized by year, the most recent billing data will display at the top. Sub-accounts will display as separate tabs under the "Manage Bills" tab. Fields shaded yellow indicate a 10% or more discrepancy between the same billing period last year
• If an account has sub-accounts, the "Sub-Account" tab can allow for these to be omitted from reports

Automated Bill Imports 

To enable automated monthly billing data imports and to retrieve billing history (usually up to 3 years), please contact us. This feature requires a paid subscription.

Manual Bill Entry 

Bills can be manually entered under the "Manage Bills" tab of each account. Start Date, Read Date, and Utility Year/Month are required.

Data Upload

1.  Click the "Upload Bills" button 

2.  Download the utility bill template and follow the instructions to correctly enter data

3. When finished, save the completed file and upload using the "Upload Bills" button.