CMS - How To: Add a Meter

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:14 PM by Glennise Pretorius

1. Uploading a Meter List

Navigation: Community Level > Finances > Water/Electricity Meters

Click on Upload Meter

"Meters Template". This will download an Excel spreadsheet that would need to be populated.

The Excel spreadsheet will have the following fields:

Unit Number: The unit number will already be populated
Customer Code: The unit number will already be populated
Meter Number: Fill in the Meter number

If the meter numbers are unknown or wish not to use the meter numbers, simply just fill in the Unit Numbers here. If one unit has more than one meter linked to it, you will just repeat the Unit Number and Customer Code and fill in a unique meter number

Save this file and upload the batch file.

Please note - that if a meter needs to be added to an existing meter list only add the new meters that need to be added to the list otherwise there will be duplications.

2. Editing a Meter

Navigation: Community Level > Finances > Water/Electricity Meters

Once the meters are uploaded they can be edited by clicking on the pencil icon.

Meter Number: Either registered meter number or unit number
Description: This description will reflect on the Levy Invoice
Unit: To which Unit this meter is linked to
Bypass Schedule: The schedule assigned at point 2 will be the default schedule for the community and all meters, if there is a secondary meter for the same unit and there is a different schedule, select the schedule which will bypass the default schedule.