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| | View Sigma Bill will show you how the EDI data has loaded into the Sigma billing screen, much like Bill View or Bill Entry View Printed Bill will show the Bill Entry details in an invoice style View EDI Bill will show the data provided within the EDI file View Validation Notes will show all of the validators that processed against the bill and the resulting status View Status Notes will show any validations preventing the bill from loading View Status History will show how the status has changed, when and by whom View in Account Context will open a pop up so that you can see the bill in the context of all the existing bills. See below for more details Toggle Status will change the status of the bill to pass where possible Move EDI Bill to Account will load a bill to the Account and change the status to ‘Loaded’ Bill Flags and Documents will allow the user to attach a document to the bill as well as amend the (a) and (r) flags where required Edit Memo will allow you to view all existing memos and add a new one Re-evaluate bills(s) will allows you to re-valuate the bill(s) you have highlight (if you want to re-evaluate all the bills, use the Re-evaluate current batch option at the top of the screen Refresh Account Check will check to see if there is a matching account number in the database View Account opens up the Account Editor window Estate Management opens up on the Accounts tab of the Estate Management Activity, with the Account number highlighted. See below for more details Edit Queries allows the user to edit existing queries associated with the Account Generate Queries allows the user to create a query on the Account |
Adding/Deleting/Moving Columns
Adding / Deleting Columns
- Highlight the Batch in the Item Finder
- Click on the Column Header > Columns, then add/delete as required
Viewing the EDI file in the Document Library Activity
- Click on the Document Library Activity
- Open the EDI Files Folder on the right hand side to see Year, Month and Date files to see any EDI Files that have been saved
- Right click and Open to download the File if required
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Moving Columns
Columns can be moved so that the view you see is unique to you
- Drag and Drop a Column to the require space
Managing the Batch
Once the file has been loaded, you can then managed the Batch, working through the Bills checking those that have failed Validation.
- Click here to move to Loading EDI Files
- Click here to move to Managing an EDI Batch
Viewing the EDI file in the Document Library Activity
If, when loading the File in EDI Batch Load, you chose to add the File to the Document Library, it can be views as follows:
- Click on the Document Library Activity
- Open the EDI Files Folder on the right hand side to see Year, Month and Date files to see any EDI Files that have been saved
- Right click and Open to download the File