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  • Open the Tenancy Management Activity
  • Change the Data Selector to Site
  • Highlight the relevant Site

         


  • Change the Filter to 
  • Click Filter  Filter 

The Tenants section will show how many Tenants have been found  and list them on the screen

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Further filters can be used in the Contract Tenancies section.

This screen shot below shows that the Tenant of the Community Centre is called Bedford Playgroup and has a start date of 11th February 2019, and no final date.

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This shows:

  • The current Contract   Contract  

          

  • The current Tenant Account 

          

  • The Meter(s) associated with the Supply Point Point 

        


Click   for further details:


The Manage Contract for Tenant popup appears: 

         

This shows:

  • The previous Contract Periods

        

  • Start and End date of that Contract

         

  • The Contract associated with that period

         

  • The Tenant Account associated with that period

         

  • The Meter details

          


To view a different Contract, click on any line in the Contract history, and the details will update:

         

  • Click Cancel to return to the Supply Point Editor popup
  • Click Cancel to exit 

A list of all Bills associated with a Tenant

A list of bills can be viewed in the Approve and Issue Bills Activity (or in Energy Intelligence)

Approve and Issue Bills Activity

  • Open the Approve and Issue Bills Activity
  • Filter to the Tenant Account you want to view

Tip:  Always click  after you have chosen your filtering options

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  • To view just the issued bills:
  • Change the Include only Status to Issued  Issued 
  • Click 

Saving the Paper Bills

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