| Table of Contents |
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There are two ways to access the Activity:
Opening the Approve and Issues Bills Activity
Opening the Approve and Issue Bills Activity
- Click on Tenant Approve and Issue Bills from the Welcome page
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| 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) 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 |
| Tenant | Enter a value in the text field to only include Tenant Bills linked to a Tenant that includes this value in the Tenant Name |
| 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 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. |
| 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 linked to Tenant Accounts with the selected Property Key that includes this value. |
| 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 linked to Tenant Accounts with the selected Property Key that includes this value. |
| Property Key 4 | 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. |
When you have chosen your filtering options:
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- Click OK to close the Note pop-up
Available Options
There are 13 options at the top of the page:
| 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) |
Changing the display (adding/hiding columns)
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