• The history of a Site (or Building Unit) can be viewed in the Tenancy Management Activity
• The history of Contracts can be viewed in the Supply Point
• A list of all Bills associated with a Tenant can be view in the Approve and Issue Bills Activity
• Viewing the Bill details in Energy Intelligence

The history of a Site (or Building Unit)

This history can be viewed in the Tenancy Management Activity

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

• Change the Filter to 
• Click Filter 

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

To see more details:

• Click on the Tenant in the Tenants section and the Contract Tenancies section will show further details

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.

It shows that they have previously been billed for a total of 59291 units of consumption with a total net cost of £8,893.65.

There are no un-issued bills for this Tenant.

Tip: If more than one Contract is displayed, change the Filtering option to  and click  to see the current Tenancy details

The history of Contracts

The history of a Contract can be viewed in the Supply Point.

Depending on which Activity you are in, right click on the Supply Point and click Edit.

Alternatively, from The Tenancy Management Activity, right click on the Contract in the Contract Tenancies section:

• Click View/Edit Supply Point 

The Supply Point Edit popup appears:

This shows:

• The current Contract  

• The current Tenant Account 

• The Meter(s) associated with the Supply 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

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

Saving the Paper Bills

Click here to see more details on saving the Bills individually or saving them as one file

Viewing the Bill details in Energy Intelligence

Click here for more details on Tenant Billing Reporting in Energy Intelligence