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, and hit 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, and 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. With our Pre-Approval Checklist, fixing errors is fast and guided.