1. Upload Monthly Meter Readings

This method will be used when the monthly water readings are received with only opening and closing balances and making use of the Utility Schedules with Municipal rates. To make use of this method a meter list must be created.

1.1 Manually adding new Utility Readings

Navigation: Community Level > Finances > Water/Electricity Meters > Click on "New Reading".

Fill in the closing reading date as well as the open and closing readings. The usage and water/electricity amounts will automatically be calculated as these fields are filled in with the opening and closing readings.

1.2 Excel Utility Reading Upload

Navigation: Community Level > Finances > Water/Electricity Meters > Click on "Upload Reading".

Insert the Opening and Closing readings in Column D and Column E, the WeconnectU system will automatically calculate the usage and Rand amount.

Before uploading the Excel sheet, fill in the "Date From" and the "Date To" for the date range of the utilities billed.

1.3 Amendments to Water Readings

Navigation: Community Level > Finances > Water/Electricity Readings

This amendment is only available before the billing run has been completed. Once the billing has been run, no amendments can be made to the water reading files. This is indicated by the red wording "Not Billed". Click on the pencil icon to edit readings, once done. Click on Submit Readings.

2. Upload Monthly Meter Readings

This method will be used when the monthly water readings are received from a third party with opening, closing, and rand values on the sheet. Uploading third-party water readings does not require a meter list to be captured.

2.1 Manually Adding Readings

Navigation: Community Level > Finances > Water/Electricity Readings 

Click on the Upload new Water/Electricity Readings

2.2 Capturing Water/Electricity Readings

Navigation: Open the downloaded Excel sheet

The only fields required to be completed for upload are columns A and E. Therefore bulk billing like Reserve Fund Levy or any amount for a bulk upload on the billing screen will be done from here.

• Column A: header naming (door number) may differ from community to community, as this reflects the "Unit Addressing" selected at the Take-On Process. 
• Column B: opening reading
• Column C: closing reading
• Column D: Consumption
• Column E: the amount that needs to be charged. Please note that it should only be the value and no currency symbols to be included.
• Column F: Description bypass can be used if recoveries need unique descriptions on their invoices, this will bypass the default description to be set up upon upload of the template.

Once all the relevant information has been added, please save the Excel document.

2.3 Excel Utility Reading Upload

Navigation: Community Level > Finances > Water/Electricity Meters > Click on "Upload Reading".

Before uploading the Excel sheet, fill in the "Date From" and the "Date To" for the date range of the utilities billed. When uploading, please wait until the grey block appears before clicking on upload.