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Need help in this area? See Data Inventory FAQ.
Navigate to Data Inventory > Accounts > click any account to open its detail page. The account detail page gives you full visibility into a single utility account’s configuration, tracking settings, and related data.

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Info grid

The top section displays key account information at a glance: The page title uses the account name when you have set one; otherwise it shows the identifier.

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Editing account details

Click Edit to modify account fields:

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Custom container

For waste and fuel accounts only. If your waste hauler picks up a specific dumpster, or a fuel company delivers to a specific tank, enter the container details (name, size, and units) on the account. Nectar uses this information to calculate total consumption from pickup or delivery records. For example, if you have a 500-gallon propane tank and receive deliveries of 250 gallons at a time, Nectar can track your total fuel consumption accurately. Track containers of different sizes on separate accounts; do not combine them.

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Tabs

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Meters

Lists all meters associated with this account. Each row shows the name, utility type, and tracking status. Click any meter to navigate to its meter detail page.

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Bills

Displays all bills linked to this account, sorted by date. Click any bill to open its bill detail page.

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Cost

When cost tracking is enabled, the Cost tab charts this account’s spend. Analytical attributes charges to calendar months by service period; Bill date plots each invoice on the date it was issued. See Monthly data calculation. Select a month on an analytical chart to inspect the bills behind it. The breakdown stays aligned with the chart you selected: Supply and Delivery remain separate, while unit-price views show the component cost, usage, and effective rate together. Charges outside the selected component, such as taxes, fees, or credits, appear in a separate expandable section.

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Connection

Shows the online connection responsible for collecting data for this account, when one exists. Standalone accounts have no connection here — their bills arrived from uploads or the company inbox. Other accounts from the same connection are listed below.

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Account statuses

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Active statuses

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Terminal statuses

These indicate the account is no longer active and collection has stopped permanently. To resume collection on a terminal account, change the status back to an active state and enable tracking.

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Notes on key settings

Data collection start date — Controls how far back Nectar looks for bills. There are also start dates at the connection level and the company level; the account-level setting overrides both. See Connections — Data collection start date for a full explanation. Last service date — For accounts that are closed or no longer active, set this to when utility service ended. Nectar will stop expecting new bills after that date and won’t generate missing-data alerts. For example: you closed a satellite office in March 2024 and the final bill covered through March 15 — set the last service date to March 15, 2024. Identifiers — The numbers Nectar uses to match incoming bills to this account. If the identifier stored in Nectar doesn’t match what’s printed on the bill, the bill may be flagged as unmatched or linked to the wrong account. After initial setup, compare the identifier against an actual bill to verify accuracy.

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Tips

  • Review auto-discovered accounts early. When a new connection is set up, Nectar discovers all available accounts. Take a few minutes to enable tracking for the ones you need and disable the rest.
  • Set collection start dates. Tell Nectar how far back to go. If you only need data from 2023 onward, setting a start date prevents pulling in years of old bills you don’t need.
  • Close accounts properly. When an account is no longer active, set the last service date and mark it as Old Account to prevent false missing-data alerts.
  • Keep identifiers accurate. After onboarding, compare the identifiers in Nectar against an actual bill. A small mismatch (missing dash, leading zero) can prevent bills from matching correctly.

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Actions

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FAQ

Nectar stops collecting new bills on this account. Existing bills remain in inventory. By default, meters on the account are also marked not tracked, so they drop out of reporting and rollups. You can resume tracking at any time.
Yes. When Update meters is on (the default), changing account tracking marks every meter on the account tracked or not tracked to match. That includes or excludes those meters from reporting and rollups. It does not stop bills from matching to the meters.
Account-to-site mapping is managed through the connection configuration. If an account needs to be reassigned, update the site mapping in the connection settings or email support@nectarclimate.com.
Old Account is a terminal status indicating the account has been closed at the utility or replaced by a new account number. Utilities sometimes issue new account numbers when ownership changes, meters are replaced, or billing systems are updated. If you see this status, check whether a new account has appeared in Nectar for the same location.
Set the last service date to when utility service ended, then change the status to Old Account. This tells Nectar to stop looking for new bills and prevents false missing-data alerts. The account’s historical data remains intact for reporting.
The Duplicate status means someone identified this account as a copy of another account already in the system. This can happen when the same account number is discovered through different connections, or when a manual upload creates a record that overlaps with an existing one. Check for another account with the same or similar number — your data should be on the primary record.