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Need help in this area? See Settings FAQ.
Navigate to Settings > Company to configure the currently selected company. Company admins see every item below. Site-only members can open Sites for sites they are assigned to. If you manage multiple companies, use the company switcher in the sidebar first.

Data collection & quality settings

Full reference for Data Collection, Bill Issues, and Anomaly Detection — including cost tracking, collection rules, issue suppression, and anomaly thresholds.

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General

Open Settings > Company > General. Archive pauses processing while preserving data. Delete is permanent.

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Sites

Open Settings > Company > Sites. Select a site to configure:
  • Basic info — name, address, external ID, area, data owners, tags, data collection dates
  • Required data frequency — expected bill cadence per utility type (drives completeness and missing-data notifications)
  • Variables — enter monthly or fixed custom variable values for that site
  • Emissions factors — site-level emission factor overrides

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Custom variables

Open Settings > Company > Sites > General. Define monthly number series (for intensity denominators) and fixed site attributes on the Custom variables card (alongside site tags). Enter values per site or bulk-import them. See Custom variables for the full reference. For dashboards, analytics, and comparison outside settings, see Sites overview.

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Data collection

Open Settings > Company > Data Collection. Covers meter tags, collection rules (including cost tracking), data collection start month, bill forwarding, and default units. See Data collection settings for the full field reference, save behavior, and FAQs.

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Bill issues

Open Settings > Company > Bill Issues. Control which issue types are detected on new bills:
  • Company defaults — toggle each suppressible issue type on or off
  • Custom suppression rules — turn off one issue type for a specific utility provider, connection, or account
See Bill issue settings.

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Anomaly detection

Open Settings > Company > Data Quality > Anomaly detection.
  • Master toggle to enable detection for the company
  • A row per anomaly type (usage, cost, unit price, interest charges, high demand charges) — enable each and set its sensitivity and options
  • All settings apply company-wide
See Anomaly detection settings and Anomalies for triage workflows.

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Material routing

Open Settings > Company > Waste (Material routing). Configure waste classification for waste utility data: A coverage summary flags untyped waste meters, meters without streams, and materials without a company-wide rule.

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Members

Open Settings > Company > Members.
  • Add members by email
  • Promote or demote company admins
  • Assign site access when Site permissioning is enabled on Data Collection
  • Remove members who no longer need access
Custom statuses are intentionally out of scope for the current release and are not available in Company settings yet.