A simple guide to processing Meter Reads in RMS.
Overview
Utility Meters allow users to record meter readings and apply utility charges to an Area.
Meters can be configured for individual utility accounts, such as Electricity, Gas, or Water, with the option to generate meter reading charges on the Accommodation Account.
Meter Processing is a tool used to enter meter readings and apply the corresponding charges to the Reservation Accounts.
Contents
This article is 1 in a series of 7
- How to Set Up Utility Meters in RMS
- How to Set Up Meter Rates for Utility Charges
- How to Set Up Meter Activation for the First Time
- How to Change the Meter Read Sequence
- How to Update the Meter Previous Read Date
- How to Process Meter Reads
- How to Import Meter Reads via Meter Processing
Processing Meter Reads
Meter Reads can be processed on mobile, tablet or desktop, including printing or emailing Utility Statements.
In the side menu of RMS, go to Utilities > Meter Processing > Utility Type.
- Select a View.
(Optional) Select a Property.
(Optional) Select a Category.
(Optional) Select a Rate Type. - Select
Refresh.
(Optional) Select the Current Read Date and press Enter on the keyboard.
Date will default to current calendar date. - Enter the Current Meter Read.
- Select
Process.
- Select the 'Apply' icon to complete the meter processing.
Importing Meter Reads
If you record meter readings externally (for example, in a spreadsheet), you can import them in bulk using a two-column CSV file rather than entering each reading manually. This populates the Current Read values on the Reading List so you can then process them as normal.
For the full guide, including the required CSV format and step-by-step import instructions, see Meter Processing Read Import.
Tips & Tricks
- The Advanced Filter options can be used to display a list of Areas matching the selected date range.
- Use the 'Tab' key on the keyboard to quickly navigate to the next field when entering the Current Read on a desktop.
- Changing the Current Read Date will give the option to apply the new date to all Areas on the Reading List.
Utility Statements
Utility Statements are available for Utility Meters to provide a summary of utility charges. After processing the meter read, a Utility Statement can be either printed or emailed.
The Print Statement option generates the Utility Statement on-screen, allowing the user to view, export, or print it.
When printing from the Meter Processing screen, you can only print or email the most recent statement created.
The Email Statement option sends the Utility Statement directly to the email address associated with the Guest Profile.
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