Virtual Assistant
Contractor
Getting started
Solutions and Documentation Structure
Material ordering and commissioning
General Sales Terms and Conditions and Warranty
Connection diagrams
Gateway and Communication
Community - Electric Metering - RCP
Heating - Heating and Water Metering
Mobility - EV Charging Stations
Washaccess - Laundry Manager
EBike - Charging Electric Bicycles
Optimization of self-consumption
Energy monitoring of the building
Equipment and installation
Gateway Climkit
4G Router
LAN Router
RS485-Ethernet Converter
Switch ethernet DIN POE
WiFi Network
Electric Meters
MBus-RS485 converter
Heating & Water Meters
EV Charging Stations
Relay I/O Module
RFID Readers
Relay Meters
Commissioning
Configuration and commissioning
Start-Up Guide for Commissioning
Add a router to a site
Add a Climkit Gateway to a Site
Configuration of Electric Meters
Charging Station Configuration
Configuring heating and water meters (MBus)
Optimization through relays and EV charging stations
Verification of Meter Connections
Advanced Configuration
Gateway Configuration
Cloud Gateway Configuration (MQTT)
RFID Reader Configuration
IP Network Configuration & Routers
RS485 to Ethernet TCP/IP Converters
Configure Teltonika RUT241
Configuring Display Screens
Modbus Meter Configuration
Data Counting Processing
Meter Read Manually
Inepro PRO380 Meters and Various
Configuration of ABB charging station
Wallbox Configuration
Configuration of Schneider EVlink Pro AC charging station
Zaptec Terminal Configuration
Property Owner
Administrative Setup
Getting Started Guide - Administrative Setup
Form - 1. Contact Details
Form - 2. Solutions
Form - 3. Rates
Contract & Documents to Complete
Online Account for Homeowners
Information Flyers for Residents
Online Access, RFID Badge & Charging Stations
FAQ & other Information
Resident
Platform
Access to the platform
Terminology
Site
Parameters
Modify the data validation schema for counting
Creation/Editing of a Note or an Issue to be Addressed
Close an issue to be addressed
The states of a site
Add/Edit Building(s)
The steps to set up a website
Add/Edit Equipment(s)
Edit Basic Site Information
Equipment
Add/Modify a Gateway
Add/Edit a Router
Add/Modify an Electricity Meter
Mass Insertion of Meters
Bulk Assign Counter to a Gateway
Add/modify a distribution area
Add/Modify a Charging Station
Add/Modify a Thermal or Water Meter
Add/Edit a GRD Counter (FTP Transfer)
Connecting Remotely to a Climkit Gateway
Administration
Speakers
Management Conditions
Visualizing Site Management Conditions
Activation/Deactivation of a Solution
Configuration of the Operating Method
Visualizing Financial Conditions
Creation/Editing/Adding a Financial Condition
Removal of a financial condition
Accounts
Create a Consumer Account
Create a Contact
View and Download Invoices from an Account
Send platform access to a contact
Add/modify billing address
Link an Existing Account to a Site
Change the Matching Method
Rates and Billing Points
Creation/Editing of a Billing Point
Registering a Move (Transfer)
Account assignment to a billing point
Add/modify the default charge deposit of a billing point
See the prices on the consumption site
Editing a consumption rate
Creation/Editing of a Consumption Rate
Creation/Editing of a Consumption Rate Component
See Fixed Rates and Subscriptions
Customize Invoice Line Item Labels/Titles
See the Financial Conditions Invoiced at the Billing Points
RFID Badges
Accounting
Tools
Control of Meters
Visualization
Expense Reports
Introduction to the Expense Tracking Tool
Create/modify a fee countdown period
Modify Fee Count Settings
Add/Modify a General Expense Invoice in an Expense Report
Edit the deposits received from an expense statement
Specificity of heating and hot water production costs
Check and download meter readings for the billing period
Distributing and Generating Expense Summaries
Exporting Individual Consumption for the Expense Settlement Period
API
- Categories
- Platform
- Site
- Administration
- Accounts
- Change the Matching Method
Change the Matching Method
Updated
by Nicolas Vodoz
- Navigate to the site > Administration > Accounts.
- Open the account for which the matching method needs to be changed.
- Under Account Details, click on the wrench icon to edit.
- Under Matching Method, select from the following options:
- Postal Mail
