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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 Activity opens:
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, 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 Approve and Issue Bills Activity:
- Right click on the Tenant Bill Run
- Click Go to Approve and Issue Bills
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 on the left of the screen.
Filtering options are:
Basic Options
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Enter a value in the text field to only include Tenant Bills with this value.
Advanced Options
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When you have chosen your filtering options:
- Click
to see the results
Note: If you have run more than one test run for a period, you will see the bills more than once in the table.
Note: If you have run more than one live run, you will see a cancelled bill and then a bill.
Tip: If you have run Test Runs and Live Runs and you want to see just the Live Runs, filter as follows:
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
Changing the 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.
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.
- Right click on the Bill
- Choose from the list
Alternatively, if you choose more than one bill:
- Highlight the Bills
- Choose from the list
Printing the Tenant Bill Table
To print the contents of the Bills table:
- Click on the Print Bill icon at the top of the screen
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
- 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
- An Excel document is download
Energy Intelligence Options
This enables you to refresh the Tenant Billing related data in Sigma Energy Intelligence.
- Click Energy Intelligence Actions
The Energy Intelligence Actions pop-up opens.
The table provides a view of the last 10 refresh actions.
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Click to action the refresh.
click Yes on the pop-up
- The refresh is displayed with a status of Pending
When the refresh has been actioned, the status will be updated to Complete.
Cancelling a Refresh
Right click on the refresh line
Click Cancel
- Click on the X to close the pop-up
Refreshing the pop-up
To check in the refresh has completed:
- Right click on the pop-up
- Click Refresh
The updated status will show.
Once complete, go to Energy Intelligence to run reports with the refreshed data.13 Icons at the top of the Activity.
The some options can also be performed by right clicking on a Bill in the grid
| Icon | Name |
|---|---|
| Enter External Invoice ID |
| Approve Bill |
| Undo Approval |
| Issue Bill |
| Cancel Bill |
| Withdraw Bill |
| Withdraw and Rebill |
| Print Bill |
| Energy Intelligence Actions |
| Export to Excel |
| View Aggregate PDFs |
| View Aggregate Consumption CSVs |
| Expand the screen (removes the filter) |
Right Click options
