This page is intended to help you with the full end to end Tenant Billing process, giving you information on how to start the process, which Activity to use and a link to the support help material.
Additional Charges
How do I add an adhoc charge to a Tenant?
No. | Action | Activity | Link to Help |
1 | Add/Edit a ad hoc Tenant Charge
| Tree Selector |
What if the PPU CCL / Standing Charge has changed?
No. | Action | Activity | Link to Help |
1 | Updating Charges
| Tree Selector |
How do I add a charge line on the Bills (description of a charge)?
No. | Action | Activity | Link to Help |
1 | Adding a Charge Line
| Tree Selector |
How do I charge for Gas – Add a Volumetric Consumption Conversion?
No. | Action | Activity | Link to Help |
1 | Adding Volumetric Conversion
| Tree Selector |
How do I charge my Tenants using data from the Utility Bills in Sigma?
No. | Action | Activity | Link to Help |
1 | Charge using Utility Bills
| Tree Selector |
Change of Tenancy
How do I move a Tenant out and a new Tenant in
No. | Action | Activity | Link to Help |
1a | Move a Tenant out and a new Tenant in
| Tree Selector | |
1b |
| Tenancy Management | |
1c |
| Tenancy Management | |
1d |
| Tenancy Management |
How do I move a Tenant out and an existing Tenant in
No. | Action | Activity | Link to Help |
2a | Move a Tenant out and an existing Tenant in
| Tenancy Management | |
2b |
| Tenancy Management | |
2c |
| Tenancy Management |
How do I move more than one Tenant out at the same Time
No. | Action | Activity | Link to Help |
3a | Move more than one Tenant out at the same time
| Tree Selector | |
| Tenancy Management | ||
| Tenancy Management | ||
| Tenancy Management |
Billing
Creating Bills
No. | Action | Activity | Link to Help |
1 | Start the Bill Run:
| Bill Run Initiation | |
2 | Monitor the Bill Run:
| Tenant Bill Run Management | |
3 | Deal with the Bill Messages
| Tenant Bill Run Management | Dealing with Bill Run Messages |
4 | Re-run the Bill Run (once errors have been rectified)
| Bill Run Initiation |
Checking the Bills
No. | Action | Activity | Link to Help |
1 | Check the bills
| Approve and Issue Bills | Viewing the Bills, Charges, Account etc |
2 | Recalculate Bill Charges (once above has been done)
| Tenant Bill Run Management |
Approving the Bills
No. | Action | Activity | Link to Help |
1 | Approve the Bills
| Tenant Approve and Issue Bills |
Issuing/Cancelling/Reissuing the Bills
No. | Action | Activity | Link to Help |
1 | Issue the Bills
| Tenant Approve and Issue Bills | |
2 | Cancel a Bill
| Tenant Approve and Issue Bills | |
3 | Withdraw a Bill
| Tenant Approve and Issue Bills | Cancelling, Withdrawing and Rebilling |
4 | Withdraw and Rebill
| Tenant Approve and Issue Bills | Cancelling, Withdrawing and Rebilling |
Printing the Bills
No. | Action | Activity | Link to Help |
1 | Print a bill
| Tenant Approve and Issue Bills |
Creating an Accounts File for Payment
No. | Action | Activity | Link to Help |
1 | Filter to the required Tenant Bills
| Tenant Accounts Link Generator |
New Sites, Accounts, Meters etc
I have a new Site, Account, Meter and/or Tenant – how do I create them?
No. | Action | Activity | Link to Help |
1 | Adding a Site etc
| Tree Selector | |
2 | Adding a Tenant, Tenant Account etc
| Tree Selector |
Maintenance
Adding/Maintaining Provider
No. | Action | Activity | Link to Help |
1 | Adding/Maintaining Suppliers
| Tree Selector |
Adding/Maintaining Billing Groups
No. | Action | Activity | Link to Help |
1 | Adding/Maintaining Billing Groups
| Tenant Bill Run Initiation |
Adding/Amending Validation
No. | Action | Activity | Link to Help |
2 | Adding/Amending Validation
| Validator Setup |
Adding a new Tariff and/or Cost Definition
No. | Action | Activity | Link to Help |
1 | Adding a new Tariff and/or Cost Definition
| Tree Selector | Creating a Cost Definition and a Tariff |
Account and Metering Data
How do I add data into Sigma (such as Utility Bills, Meter Reads etc)?
No. | Action | Activity | Link to Help |
1 | Adding Accounts Data | Bill Entry | |
2 | Adding Metering Data
| Data Input |
How do I fill gaps in my Metering Data?
No. | Action | Activity | Link to Help |
1 | Gap Filling
| Tenant Approve and Issue Bills |
Reporting
What Reports can I run on Tenant Billing?
No. | Action | Activity | Link to Help |
1 | Running Reports
| Energy Intelligence | |
2 | Available Reports
| Energy Intelligence |
Historical Data
How do I see the history of the Tenant and/or Site?
No. | Action | Activity | Link to Help |
1 | History of the Site
| Tenancy Management |
How do I see the history of Contracts?
No. | Action | Activity | Link to Help |
1 | History of Supply Point
| Tree Selector |
How do I see the Bills associated with a Tenant?
No. | Action | Activity | Link to Help |
1 | Tenant Bills
| Approve and Issue Bills |