EnerGov overview

Summary view of the EnerGov connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow. Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload bills

Supported file formats: XLS, XLSX, XLSM, CSV

1. In EnerGov, open Finance > Accounts Payable > Invoices.
2. Click the Advanced Search icon to filter results.
3. Set the Invoice Date From field to one year ago, then click Search.
4. When the results grid appears, click the Export icon in the toolbar.
5. Choose Excel (.xlsx) and wait for the file to download.
6. Upload the file using the link provided to you.

Upload suppliers

Supported file formats: XLS, XLSX, XLSM, CSV

1. In EnerGov, navigate to Finance > Vendors.
2. Click Search (leave criteria blank to retrieve all vendors) then click Run Search.
3. After the vendor list loads, click the Export button.
4. Select Excel (.xlsx) and wait for the file to download.
5. Upload the file using the link provided to you.

Upload payments

Supported file formats: XLS, XLSX, XLSM, CSV

1. In EnerGov, select Finance > Payments.
2. Open Advanced Search and set the Payment Date From to one year ago.
3. Click Search to generate the report.
4. Click the Export icon and choose Excel (.xlsx).
5. Upload the file using the link provided to you.

Upload expenses

Supported file formats: XLS, XLSX, XLSM, CSV

1. In EnerGov, go to Finance > Purchase Orders.
2. Use Advanced Search to filter for Purchase Orders issued in the last year.
3. Click Search to display results.
4. Click the Export icon and select Excel (.xlsx).
5. Upload the file using the link provided to you.