To add new: press Add New button, fill out the fields and press Save. Hit reload browser button. Assign buildings and save again.

Tip: show/hide inactive buildings using checkbox on my account, then reload page.

Tip: admins still need to be assigned buildings to appear in this list: adjust on users tab to add missing ones. Then logout, reload/F5, login.

General Tips: The rate-set controls the entire middle of the bill. This means each charge and sub-charge you configure is what will appear on the bill, nothing more. The sub-total row is added automatically but only if you add an HST charge, eg 13 perecent in the Sub-Total Display Area.

Rate Selection: Each tenant has a set of properties defined in the main rate list. These combine with the date to determine which rate-set apply for a bill. If two tenants have the same utility but require differences on a bill such as a special charge, create a utility for that tenant or set of tenants such as 'Toronto Hydro - TenantX'. This way you can ensure a specific rate set applies for one-off cases.

Charges act only as a container for 1 or more sub-charge that comprise the total displayed charge. Optionally, choose List All under the Combine property to show all sub-charges on the bill. In this case, you may want to choose Charge Title Only option under Show Total Value, to have the Charge Title NOT show the sum of sub-charges and instead act like a title only. Also, you may want to choose Use Charge Title as Custom List under Display Area to have the Charge Title act as a new charges list heading on the bill, instead of the default Display Area options.

Display Order can be any number. Used to control the order, charges are listed on the bill left to right or top to bottom, 1=left or top most item. Eg: 1, 1.1, 2, 4, 4.1, 4.2, 4.21, 4.3, 5. Each sub charge has it's own ordering seperate from others.

Calculations: Percentages value should be entered as out of 100, eg: Title='Admin Fee' Rate/Flat/%=10 for 10 percent, for tax eg: Title='HST(#1234567890)' Rate/Flat/%=13 and NOT 0.13 *FOR TAX CALC='Tax Percentage'!

Tiers: to and from fields are ignored unless Tier is selected from the Calculation drop-down on a sub-charge. One sub-charge Tier From value must be 0 and one Tier To value must be infinite. Instead of a high value, you must enter 'infinite' without quotes to denote the end of the last tier. There must be at least two tier sub-charges. Make sure that tiers match up and there area no gaps: use the same number on the Tier To of a sub-charge for the next Tier From value. For example, sub-charge #1: from=0 to=100, sub-charge #2 from=100 to=300, #3 from=300 to=infinite. The billing engine rule will group interval data as less than the Tier To value and greater than or equal to the Tier From value.

Adjustment Factor: applies only to the first 4 items in Calculation drop-down list. This value is multiplied by the sum result.

Loss Factor: applies only to the first 4 items in Calculation drop-down list. This value is multiplied by the sum result, set on the building page.

*Loss Factor: ELECTRICAL RATES ONLY: The default is to use it (=Yes), but for non-electrical rates make sure to set this to =No.

Descriptor: this text will appear after the charge title. It can be anything, for example if charge is sum of kw set it to 'per kw' without quotes, charge will appear on bill as: Delivery Charges ($0.20 per kw), where title='Delivery Charges' rate="0.2" and descriptor='per kw'. If you set descriptor to be blank, the default, it will not show the rate detail at all eg our example result title becomes only: Delivery Charges

Combined Sub-Charges: the sub-charges titles are ignored if the charge container Combine field is set to Roll-up and the charge container title is used.

Calculation type: Sum(kw) and Sum(kva) = peak(kw)/peak(kva): we left the wording of this to avoid redoing hundreds of rates, it says sum but is peak/max interval value in the period.

Admin users have an EDIT column on the Energy Bills tabs for the selected building. Use these EDIT links to select a bill.

Add a NEW bill

Tip: Select a building, then a year. If it exists, it will load the value. Otherwise when you save it will create a new entry.

Tip: admins still need to be assigned buildings to appear in this list: adjust on users tab to add missing ones. Then logout, reload/F5, login.

Note: Currently Energy Star Overview page only displays the most recent year rating value.

Configuring Dynergy Clients Users

To see the portfolio menu button and access the sub-menu, a user must be either a Dynergy admin or a client user who has been granted permission. Also note that the portfolio icon/button only appears for buildings which have the 'IMSense Portfolio URL' specified; refer below to Linking Portfolio Dashboards to Dynergy Client Portal section. The 'IMSense Portfolio URL Custom 1-5' URL’s do not need to be specified for it to enable the main portfolio button.

1. Navigate to Admin page and select the User tab.
2. From the list, select the user.
3. Change the last option ‘Porfolio Access’ from NO to YES.
4. Save the changes.

*NOTE: users must sign-out and back in to the website after being granted permission for portfolio access. If it’s recently after this update they may also need to press CTRL+SHIFT+R to hard reload the page first.


Linking Portfolio Dashboards to Dynergy Client Portal
*Every user who will have access to Portolio pages must have these steps performed.

1. Navigate to Admin page and select the User tab.
2. Select the user to update.
3. Scroll down and update the field IMSense Portfolio URL. This is the URL which will be displayed on the main portfolio button.
4. If available, also update the URL for any custom IMSense portfolio sub-pages in the fields IMSense Portfolio URL Custom 1-5.
5. Change the Portfolio Access dropdown from NO to YES.
6. Scroll down and Save the changes.


Dynergy Portal-Side Update

1. Navigate to the Admin page and select the Building tab.
2. Enter a value into the field IMSense Identifier. This can be any characters.
*The updated method is the IMSense side no longer requires using their databse id. They sync up to the buliding address field we use most likely as a unique ID.


Verifying Data is Transferring
**NOTE: the below steps have likely changed since IMSense changed the API and method we submit data. Confirm with them to update steps below.
1. Login to the IMSense administrator portal: https://imsense.io/login
2. Navigate to Device Groups on left menu pane.
3. Select the desired device group.
4. Select the desired device in the list.
5. Navigate to the Latest telemetry tab you can see bill fields with the newest value listed for each field type.
6. To see the history of a field and verify how much data is loaded, check box the field and choose Show on the orange button Widget, click under Timeseries table to change the time period you want to view, such as History tab then Time period option and select the to/from dates, select max values to return and press Update.

NOTE: all historical data is re-submitted to the IMSense database at scheduled daily intervals. This means after you make a change by eg uploading bills on the Dynergy portal, it will not be instant that it appears on the IMSense side. Any changes made to historical bills, the same applies; it will update but not instantaneously.


Additional Fields – Forecast Loader

Some new data fields for buildings have been added which are currently only used by the IMSense portal. These new fields and up to three custom additional fields TBD can be passed by using the forecast bill loader. The 3 extra TBD fields have generic names, but can still be used. Additional fields beyond these three fields will require additional scope for eg IMSENSEB type rows.

For details, download the latest Forecast bill XLS file template from the LOAD tab on the Admin page. Old formatted XLS files are backward compatible, but now you can also specify IMSENSE rows where all the new fields can be specified. They are outlined in detail in the XLS, refer to the notes on secondary Sheets there.


Linking a IMSense Device Meter Point to Dynergy Database

1. Navigate to Device Groups on left menu pane.
2. Select the desired device group.
3. Select the desired device in the list.
4. Under the details tab, click 'copy device id’ button. This copies the device id into your clipboard which you will paste and email to Steve.
5. Note the field names under the device, each of these are equivalent to a single meter point on the Dynergy system. It’s important to note the exact name including upper/lower case, spaces etc.
6. Email the device ID you copied and the field name(s) to Steve along with details of the meter(s) for him to configure it on the Dynergy system. Details such as type of data (elec/gas/water) and units.

REFRESH