Charges are reviewed in the Tenant Approve and Issue Bills Activity

In this section:

Opening the Approve and Issue Bills Activity

• Click on the Approve and Issue Bills Activity

• Search for the Bills you want to review

Click here for more information on the  Approve and Issue Bills Activity

Viewing the Tenant Bill Charges

To view the charges calculated for a Tenant Bill:

• Right click on the Tenant Bill
• Click View Sigma Bill

The Sigma Bill pop-up opens

• Click the X in the top right-hand corner to close the Sigma Bill pop-up

Viewing the  Bill Messages

• Right click on the bill line
• Click Show Bill Messages

The Bill Messages popup appears with details of any missing data

There are two separate gaps on this Channel, therefore the two lines show where each gap is

These messages are also displayed in the Tenant Approve and Issue Bills Activity and would normally be dealt with from there.

More information on Bill Messages is available here.

Viewing the status history

• Right click on the Tenant Bill
• Click View status history

• Click the X in the top right-hand corner to close the Status History pop-up

Viewing the Account

• Right click on the Tenant Bill
• Click View Account

The Tenant Account Editor pop-up opens

• Click the X in the top right-hand corner to close the Tenant Account Editor pop-up

Viewing the Supply Point

• Right click on the Tenant Bill
• Click View Supply Point

The Supply Point Editor pop-up opens

• Click the X in the top right-hand corner to close the Supply Point Editor pop-up

Viewing / Aggregating PDFs

To view the bills as PDFs:

• Right click on the Tenant Bill
• Click View/Aggregate PDFs

This will download a PDF for the bill line you have highlighted

If you have more than one Bill highlighted:

• Highlight the Bills
• Click View/Aggregate PDFs

The Aggregate PDFs popup appears:

There are three options:

• Individual PDFs
• Concatenate PDFs
• Group and concatenate PDFs

Individual PDFs (default) or Concatenate PDFs

All fields are greyed out apart from:

• Notification Email: prefills, amend if necessary
• Zip File Name Prefix: add a name for the Zip File

• Click OK and the Note popup explains that the file will be downloaded to the Sigma Document Library

• Click OK

Group and concatenate PDFs

• Click Group and concatenate PDFs

The Grouping Options are then available.  Choose from:

• Group by Commodity
• Group by Tenant
• Group by Building Unit
• Group by Site

Notification Email: prefills, amend if necessary

Zip File Name Prefix: add a name for the Zip File

• Click OK and the Note popup explains that the file will be downloaded to the Sigma Document Library

• Click OK

Viewing the Zip Files

• Click on Document Library from the Welcome screen:

• Click on the files on the right hand side to open the TenantBills folders

The zip file(s) appear on the right hand side

• Right click on the File
• Click Open to open the Zip Files

See here for details on the Document Library

Viewing the PDF

• Click on the PDF to open

Click here for more information on troubleshooting the bill