Introduction

The Bill Entry Activity is used to enter manually your utility bills.

The function shows all the previous bills, any Queries attached to an Account and any Memos.

You can also see what validation the bills have passed and failed on.

Opening the Bill Entry Activity

• Click on the Bill Entry activity

Searching for Items - Sites, Meters, Accounts etc

Bill Entry allows you to search by the following methods:

• Account number
• Invoice number
•  Supply Point
• Site name
• Post code
• Meter number

Using the Search field:

• Enter the criteria ie, Site, Account or Meter details

Note: Bill Entry requires at least 4 characters to search

• Click on the Account you want to view

The Supply Overview details will show.

Understanding the Supply Overview

The screen shows all the bills, the Supply details, any Queries and any Memos for the Account.

Bills Section

All bills for the Account will show here, along with any gaps or overlaps.

Column Options

You can add/hide columns so that the view is tailored to your needs.  This is individual to each user.

• Click on the downward arrow on the Column Header
• Click Columns
• Tick/Untick as required

Supply Section

 This section is hyperlinks into Sigma for the Site, Account, Meter etc

1. • Click on the blue arrows to see more details, for instance the previous Account numbers
   • Click on the Site, Account, Meter etc to see the Editor pop up in Sigma

Queries Section

This section defaults to show open queries

Viewing a Query

To view an open query, click on the query line

• Click View Query 

or

• Click Close Summary

To view closed Queries:

• Change the dropdown to Closed
• Click on the Query you want to view

Creating a Query

To add a Query:

• Click on  and the following pop up appears:  

For more details on how to complete the query, click here

Memo Section

This will display as No Memos if none are available

or

 If memos are on the Account, the detail will show

Adding a Memo

• Click  on the Memos section, which opens Sigma and the  Accounts Editor
• Click  to add the memo
• Once complete, close the page and return to Bill Entry

Viewing the Bill

A summary of all bills will be displayed on the Supply Overview.

• To view each bill in more detail, click on the bill line

Bills list

 The left-hand side shows a list of all bills for the Account.

• Click on a line to view the full bill
• Click on another bill on the left-hand side to view the details

• Click on Supply Overview to go back

Bills

All the details of the bill are shown in the middle section.

• Scroll down to see all the details including Meter Readings, Standing Charge, VAT, Totals etc

Bill Icons

Validation

 Details of the passed and failed validation show on the right hand side.

If the bill has failed, it will default to show the failed validation

If the bill has passed, it will default to show the passed validation

• Use the downward arrow to go between Passed, Failed and Unable to complete

Header

Details of the Invoice number, reading date, received date etc show on the right-hand side

Flags

Details of whether the bill is an Estimate or included in the Accounts Link show on the right-hand side

Queries

The view defaults to any outstanding Queries

• Click on the Query to view
• Change from Open to Closed to see the closed Queries

Properties

This shows if there is a Property Keys attached to the Account and any Site Numbers

         

Documents

This shows any documents (usually a bill) that has been uploaded