Proforio Help Center

Water heating and circulation generation rules

Use generation rules to create water-heating and circulation records from supplier invoices, selected meter readings, and price settings.

What rules do

A generation rule defines which readings should be used and how the cost or usage should be calculated for a property.

Rules are useful when the same calculation is repeated every month or period.

Recommended review flow

  1. 1

    Confirm the rule points to the correct property and meters.

  2. 2

    Check the price or calculation settings before generating records.

  3. 3

    Review generated records on the Water heating & circulation page before relying on them for billing.

Use rules for repeatable logic

If a calculation changes often or requires judgement each month, manual records may be safer than automation.