Supplier Reconciliation - Getting Started

Why Use Supplier Reconciliation?

• Ensure suppliers are paying accurately and on time
• Instantly flag invalid margins, invalid commission plans, and contract issues
• Automate commission calculations. No more manual math
• Increase transparency and reduce reconciliation errors

How to Get Started:

1. Add a Payment Period:

• Navigate to Reconciliation > Payment Periods
• Click "+ Add Supplier Payment Period"
• Name your period (example: August 2025)
• Set the dates of the period (example: 08/01/2025-08/31/2025)
• Save

2. Prepare Your File: Before uploading, make sure your file includes the key columns

• Account Number/ESIID
•  Meter Read Start & End Dates (in separate columns)
• Usage
• Broker Fee
• Payment Amount
• Commodity (Gas or Electric)

Pro Tip: Remove blank rows/columns, logos, or extra tabs before uploading for smooth processing.

3. Upload & Map:

• Go to the created payment period
• Click Payment Files tab
• Select the supplier name
• Upload your supplier file.
• You’ll be prompted to map column names to system fields, so EDGE knows how to read your data.

4. Resolve Any Errors: Our system helps identify common reconciliation issues like

• Missing or mismatched account numbers
• Invalid payments
• Contracts without commission plans
• Incorrect usage dates or margins

To learn more about Supplier Reconciliation, reach out to us at customerservice@edgeondemand.com