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.