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Understand the functions:
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 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.