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Practical guides for utility bill work

Step-by-step playbooks your AP, facilities and energy teams can run with or without us.

  1. 01How to build a utility account inventory for 500+ sitesA step-by-step method to find every electric, gas, water and sewer account across a large portfolio and tie each one to a site, a meter and an owner.Controllers, facilities directors and shared services leads · 9 steps · 8 min
  2. 02How to read a commercial demand-metered electric billWhere to find energy, demand, power factor, riders, taxes and the rate schedule on a commercial electric bill, and what each line should and should not do.AP managers, facilities managers and energy analysts · 9 steps · 8 min
  3. 03How to file a utility billing dispute and escalate to the state commissionThe general path for a commercial billing dispute: document the error, file with the utility, get a written answer, then use the commission's complaint process.Controllers, AP managers and facilities teams · 9 steps · 8 min
  4. 04How to run a rate schedule eligibility reviewCheck every demand-metered account against the schedule it is billed under and the ones next to it, and estimate what a correct assignment is worth.Energy managers, facilities teams and finance analysts · 8 steps · 7 min
  5. 05How to set up utility bills in AP with GL coding and accrualsDesign the vendor, coding, approval and accrual workflow for utility invoices so that cost lands on the right site and period and exceptions are caught.AP managers, controllers and shared services teams · 9 steps · 8 min
  6. 06How to commission a predominant-use study for sales tax exemptionWhen a state exempts utility use in manufacturing or processing, a predominant-use study can support the claim. A general method; rules differ by state.Tax directors, plant controllers and manufacturing finance leads · 9 steps · 8 min

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from bill access to first findings report
21 daysfrom bill access to first findings report
of filed claims accepted by the utility in full or in part
94%of filed claims accepted by the utility in full or in part