The issuing of tenant bill bills is the process which actually produces the tax point document - i.e. the official statement of charges that has been shared with the Customer.
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Issued Bills can either be created PDF for onward emailing or posting to the Tenant, or as a schedule of charges in spreadsheet format for cases where only advice of calculated charges is required (using the reporting tools). Where a physical invoice document is not required, the Accounts Integration capability can be used to create a file that can be sent to an accounting system (e.g. Sage, Agresso, Oracle, SAP).
The This page will give you an overview and the following pages will help you understand the process:
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Understanding the Approve and Issue Bills Activity
Click on Tenant Approve and Issue Bills from the Welcome page
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Click Go to Approve and Issue Bills
Filtering
To filter, use the filter options in the Bills section at the top of the screen.
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Click OK to close the Note pop-up
Viewing the results (adding/hiding columns)
To add/hide columns, click on the downward arrow on the Column Header
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Click here to see a full list of the available columns.
Summary field
A summary appears at the bottom of the screen
Right click options
Each bill can be assessed individually by using the right click option.
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Alternatively, if you choose more than one bill, you have the following options
Printing the Tenant Bill Table
To print the contents of the Bills table:
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Click Print to print the details
Exporting Bills to Excel
To export details of Tenant Bills to Excel:
Click Export to Excel at the top of this section
Energy Intelligence Options
This enables you to refresh the Tenant Billing related data to Sigma Energy Intelligence.
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When the refresh has been actioned, the status will be updated to Complete.
Cancelling a Refresh
Right click on the refresh line
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Click on the X to close the pop-up
Refreshing the pop-up
To check in the refresh has completed:
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