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

Right click on the Tenant Account > Edit

Tree Selector

Tenant Ad-Hoc Charges

What if the PPU CCL / Standing Charge has changed?

No.

Action

Activity

Link to Help

1

Updating Charges

Right click on the Cost Definition > Edit

Tree Selector

Updating Cost Definition Rates

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

Right click on the Tariff > Edit

Tree Selector

Showing Calorific Value Calculation Steps on Bills

How do I charge for Gas – Add a Volumetric Consumption Conversion?

No.

Action

Activity

Link to Help

1

Adding Volumetric Conversion

Right click on the Organisation > Add > Associated Data
then
Right click on Tariff > Edit to add the Associated data to the Tariff

Tree Selector

Volumetric Consumption Conversion

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

Right click on the Supply Point > Add > Tariff Connector to create

OR
Right click on Tariff Connector > Edit to

Tree Selector

Creating Tariff Connectors
Updating Tariff Connectors

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 Right click on TENANT > Add Tenant to create the New Tenant	Tree Selector	Moving the Original Tenant out and a New Tenant in
1b	Filter to the Tenant > Click Perform Tenancy Action	Tenancy Management	Moving the Original Tenant out and a New Tenant in
1c	Change the Tenant Account Billing Groups	Tenancy Management	Moving the Original Tenant out and a New Tenant in
1d	Create the Final Bill	Tenancy Management	Moving the Original Tenant out and a New Tenant in

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 Filter to Tenant > Click Perform Tenancy Action	Tenancy Management	Working with the Tenancy Management Activity
2b	Change the Tenant Account Billing Groups	Tenancy Management	Working with the Tenancy Management Activity
2c	Create the Final Bill	Tenancy Management	Working with the Tenancy Management Activity

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 Right click on TENANT > Add Tenant to create the New Tenant	Tree Selector	Working with the Tenancy Management Activity
	Filter to the Tenants > Click Perform Tenancy Action	Tenancy Management	Working with the Tenancy Management Activity
	Change the Tenant Account Billing Groups	Tenancy Management	Working with the Tenancy Management Activity
	Create the final Bills	Tenancy Management	Working with the Tenancy Management Activity

Billing

Creating Bills

No.	Action	Activity	Link to Help
1	Start the Bill Run: Highlight the Bill Run Right click > Run Now	Bill Run Initiation	Performing a Billing Run
2	Monitor the Bill Run: Highlight the Bill Run View the Bill Messages below	Tenant Bill Run Management	Performing a Billing Run
3	Deal with the Bill Messages Filling Gaps Adding a Meter	Tenant Bill Run Management	Dealing with Bill Run Messages Bill Run Status Messages explained
4	Re-run the Bill Run (once errors have been rectified) Highlight the Bill Run Right click > Run Now	Bill Run Initiation	Re-Running the Billing Run

Checking the Bills

No.

Action

Activity

Link to Help

1

Check the bills
Right click on the Bill to:

Filter to see the bills
View Validation Notes (to see errors)
View Bill
View Bill Messages (also seen in Tenant Bill Run Management)
View Account
Add/Edit Queries
View PDF

Approve and Issue Bills

Viewing the Bills, Charges, Account etc
Dealing with Failed Validation
Understanding the Tenant Bill
Editing and Creating Queries

2

Recalculate Bill Charges (once above has been done)

Highlight the Billing Run > Run now

Tenant Bill Run Management

Recalculating Bill Charges

Approving the Bills

No.

Action

Activity

Link to Help

1

Approve the Bills

Filter
Right Click on the Bill(s) > Change Status > Approve Bill

Tenant Approve and Issue Bills

Approving Bills

Issuing/Cancelling/Reissuing the Bills

No.	Action	Activity	Link to Help
1	Issue the Bills Filter Right Click on the Bill(s) > Change Status > Issue Bill	Tenant Approve and Issue Bills	Issuing Bills
2	Cancel a Bill Filter to the Bill > Right click on the Bill > Change Status > Cancel Bill	Tenant Approve and Issue Bills	Cancelling, Withdrawing and Rebilling
3	Withdraw a Bill Filter to the Bill > Right click on the Bill > Change Status > Withdraw Bill	Tenant Approve and Issue Bills	Cancelling, Withdrawing and Rebilling
4	Withdraw and Rebill Filter to the Bill > Right click on the Bill > Change Status > 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

Right click on single bill > View/aggregate PDFs
OR
Right click on multiple bills > View/aggregate PDFs

Tenant Approve and Issue Bills

Approving and Issuing Tenant Bills - delete

Creating an Accounts File for Payment

No.

Action

Activity

Link to Help

1

Filter to the required Tenant Bills

Click Run Summary Report
and/or
Click Run

Tenant Accounts Link Generator

Generating an Accounts Extract

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

Right click on the Site Group > Add > Site
Right click on the Site > Add > Supply Point or Account or Meter etc

Tree Selector

Creating Tenants

2

Adding a Tenant, Tenant Account etc

Right click on the Organisation > Add > Tenant
Right click on the Tenant > Add > Tenant Account

Tree Selector

Creating Tenants

Maintenance

Adding/Maintaining Provider

No.

Action

Activity

Link to Help

1

Adding/Maintaining Suppliers

Right click on Organisation > Add > Provider

Tree Selector

Adding / Maintaining a Tenant Provider

Adding/Maintaining Billing Groups

No.

Action

Activity

Link to Help

1

Adding/Maintaining Billing Groups

Right click > View/Edit to maintain

OR
Add – Click + to add

Tenant Bill Run Initiation

Adding / Maintaining a Tenant Provider

Adding/Amending Validation

No.

Action

Activity

Link to Help

2

Adding/Amending Validation

Click + to add
OR
Highlight the Validator > Right click > Setup Validator to amend

Validator Setup

Tenant Bill Validation

Adding a new Tariff and/or Cost Definition

No.

Action

Activity

Link to Help

1

Adding a new Tariff and/or Cost Definition

Right click on the Organisation > Add > Tariff
and/or
Right click on the Tariff > Add > Cost Definition

Tree Selector

Creating a Cost Definition and a Tariff
Viewing / Modifying an existing Cost Definition or 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

Managing Data

2

Adding Metering Data

Manual Meter Readings
Half Hourly Data
Automatically import Half Hourly Data

Data Input
Energy Viewer
Importing

Managing Data

How do I fill gaps in my Metering Data?

No.

Action

Activity

Link to Help

1

Gap Filling

Right click on the Bill > Show Bill Messages

Tenant Approve and Issue Bills

Reviewing the Metering Data

Reporting

What Reports can I run on Tenant Billing?

No.

Action

Activity

Link to Help

1

Running Reports

Refresh the Data

Energy Intelligence

Refresh Data for Tenant Billing Reporting

2

Available Reports

TBC

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

Filter to the Site > Highlight the Site

History of the Tenant
Filter to the Tenant > Highlight the Tenant

Tenancy Management

Viewing Tenants & History

How do I see the history of Contracts?

No.

Action

Activity

Link to Help

1

History of Supply Point

Right Click on the Supply Point > Edit

Tree Selector

Viewing Tenants & History

How do I see the Bills associated with a Tenant?

No.

Action

Activity

Link to Help

1

Tenant Bills

Filter to the Tenant
Filter the Status (if required)

Approve and Issue Bills

Viewing Tenants & History