Sigma Online User Manual
Bill Paid Date - adding after Bill has been created
The Bill Paid Date is not a mandatory field but can be added when the bill is created or once the bill has been saved.
The Bill Paid Date is not a mandatory field and can be added in one of three ways:
Manually when creating the bill
Manually after the bill has been created
Entered in bulk using a CSV File
Contents
Whichever method is used, the date will appear in the Paid date field:
Entering the Paid Date when creating a manual bill
When you are in the process of entering a manual bill in Bill Entry, the Paid Date can be added:
From Bill Entry, view the Header section on the right hand side
Enter the Paid Date
Continue with the Bill and save as usual
Entering the Paid Date manually after a bill has been created
The Paid Date be added to the Bill after you have saved the Bill as follows:
Search for the Account and open the Bill
Enter the Paid Date
Click Save
Note: As you are saving the Bill again, the Validators will check the Bill and if it failed previously, you will need to do the following:
Warning Validator(s)
Click Save
Click Save Bill
Severe Validators(s)
Click Save
Enter password details and reason for override
Click Override & Save
In bulk using a CSV File
If you want to add Paid Dates in bulk, this can be done using a Report from Energy Intelligence and the Importing Activity.
Bill Paid Date Template Report in Energy Intelligence
Open Energy Intelligence
Open the Bill Paid Date Template for Importing Report
The Bill Loaded Period is mandatory - enter the period, and any other required filter(s)
Click on Export > CSV to download the Report
Amending the Excel file
Columns B to F are required for the import. The other columns are for information only
Do not change anything in Columns B, C, D and F
Add the Payment Date to Column E, using the format: 10/12/2021
Once you have added the Paid Date, remove Columns G to L and then Column A , leaving the 5 columns highlighted above in yellow
Save the CSV file ready to be imported
Example CSV File
If you do not want to use the Energy Intelligence Report as a basis for the import, you can use the following example:
Note: Click on the link above, then click and click on to download the CSV file.
Importing the CSV File
Open the Importing Activity in Sigma and following the Importing Data Manually help page
Note: Use the Bill Paid Date Importer
Checking the Import
Once the CSV has completed, check the data was successful
Click Refresh and view the import line
The below shows no log and that the schedule was successful
Common Errors
If the Import shows as Partial, check for the errors:
Highlight the import line in the Run History and click Download Import File
Open the File to see the errors, such as
The first failure is because a date wasn't entered in the Paid Date (row 5)
The second failure is because a value wasn't entered in the Billed Paid Date column didn't match the bill (row 6)
Other errors include:
The failure is because the CSV file didn't have an Invoice Date
Spot Checking the Data
To check that Paid Date has been imported:
Open Bill Entry and search for the Account
Click on the relevant Bill
View the Header details
Overriding Existing Dates
If a date already exists in the Paid Date field, it can be overridden as follows:
Manually - overtype the existing date and save the bill
In bulk - follow the above process and the new date will override the existing date