Understand the functions:

Bill Actions:

Bill Actions

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Understanding the Approve and Issue Bills Activity

There are two ways to access the Activity:

Opening the Approve and Issue Bills Activity

Click on Tenant Approve and Issue Bills from the Welcome page

The Tenant Approve and Issue Bills screen Activity opens:
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On entry:

The Billing Group dropdown list is set to 'All Billing Groups'
The Bill Start Date is set to the first day of the previous month
The Bill End Date is set is set to the last day of the previous month
No data is displayed in the Bills table

Moving to the Approve and Issue Bills Activity from the Tenant Bill Run Management Activity

Alternatively, to move if you have created a Bill Run and want to see the Bills from that run you can link from Tenant Bill Run Management to the Approve and Issue Bills Activity:

Right click on the Tenant Bill Run
Click Go to Approve and Issue Bills

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The Activity filtering will default to:

The Billing Group
The date range of the Bills
Display the Batch Run id

Filtering

To filter, use the filter options in the Bills section at on the top left of the screen.

Filtering options are:

Basic Options

Field	Description
Billing Group	Choose from the dropdown list (list of all Tenant Billing Groups)
Bill Start Date and Bill End Date	Enter the required Bill Period (either using the date pickers or entering date values in these fields)
Status	Select the required Status from the dropdown list (list of all Bill Statuses) to only include Tenant Bills with this value
Document Type	Select the required Document type from the dropdown list (Invoice or Credit Note) to only include Tenant Bills with this value
Bill Method	Select the required Bill Method from the dropdown list (Periodic or Ad-hoc) to only include Tenant Bills with this value
Commodity	Select the required Commodity from the dropdown list (list of all Commodities)	Include only Site	Tick the checkbox and enter to only include Tenant Bills with this value
Invoice Id	Enter a value in the text field to only include Tenant Bills with an Invoice ID that includes this value
Site	Enter a value in the text field to only include Tenant Bills linked to a Site that includes this value in the Site Name
Include only Tenant	Tick the checkbox and enter Enter a value in the text field to only include Tenant Bills linked to a Tenant that includes this value in the Tenant Name
Include only Status	Tick the checkbox and select the required Status Tenant Bill Batch	Enter a value in the text field to only include Tenant Bills with this value.

Advanced Options

Field	Description
Property Key 1	Select the required Property Key from the dropdown list (list of all

Bill Statuses)

character-based Property Keys that can be applied at Global or Tenant Account level) and enter a value in the text field to only include issued Tenant Bills

with Status set to

linked to Tenant Accounts with the selected Property Key that includes this value

Include only Batch Number Tick the checkbox

.
Property Key 2	Select the required Property Key from the dropdown list (list of all character-based Property Keys that can be applied at Global or Tenant Account level) and enter a value in the text field to only include issued Tenant Bills

with a Batch Number

linked to Tenant Accounts with the selected Property Key that includes this value.

Note: Batch Numbers are applied to issued Tenant Bills that have been exported to an external Financial System

Include only External Invoice IDTick the checkbox

Property Key 3

Select the required Property Key from the dropdown list (list of all character-based Property Keys that can be applied at Global or Tenant Account level) and enter a value in the text field to only include issued Tenant Bills

with an External Invoice ID

linked to Tenant Accounts with the selected Property Key that includes this value.

Property Key

1, 2, 3 and

4

Tick

Select the

checkbox, select the

required Property Key from the dropdown list (list of all character-based Property Keys that can be applied at Global or Tenant Account level) and enter a value in the text field to only include issued Tenant Bills linked to Tenant Accounts with the selected Property Key that includes this value.

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When you have chose chosen your filtering options:

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Note: If you have run more than one test run for a period, you will see the bills more than once in the table.

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Tip: If you have run Test Runs and Live Runs and you want to see just the Live Runs, filter as follows:

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Click Image Removed to see the results

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Note: A maximum of 4,000 Tenant Bills are displayed.

If the selected filter options / criteria have returned more than 4,000 Tenant Bills a Note pop-up is displayed:

Click OK to close the Note pop-up

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Changing the

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display (adding/hiding columns)

To add/hide columns, click on the downward arrow on the Column Header

Click on Columns

Tick / Untick to add / hide Columns

Click here to see a full list of the available columns.

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A summary appears at the bottom of the screen

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Right click options

Each bill can be assessed individually by using the right click option.

Right click on the Bill
Choose from the list

Alternatively, if you choose more than one bill, you have the following options:

Highlight the Bills
Choose from the list

Printing the Tenant Bill Table

To print the contents of the Bills table:Select one or more Tenant Bills and click

Click on the Print Bill icon at the top of the screen

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The Print Preview pop-up opens showing details of all the Tenant Bills currently displayed in the Bills table according to the columns that are currently enabled.

The selected Tenant Bill(s) are also highlighted

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