The Bill Template Editor allows you to design and create bespoke Templates for the Bill Entry Activity.

The Bill Entry Activity already has templates designed for various Suppliers.  

They have been designed by TEAM to follow the layout of a bill, so that you can easily take a paper copy of your bill and transfer the information into Bill Entry.

The section shows you how to change templates for current bills but also how to create your own templates for you and your colleagues to use on your database.

Accessing Bill Entry

• Open the Bill Entry Activity

• Search for an Account and either enter a new bill or view an existing bill.

Click here for more information on how to navigate Bill Entry

Click here for more information on how to enter bills

In the Bill Entry screen, for the first bill entered for an Account, you will see the default template

In this example the template has been changed to  Corona Template

Changing the Template

• Click on Switch Template

• Choose the required Template from the list

• Click Change

The Bill will be updated with the required template.  Any subsequent Bllls entered will also show the new Template.

Creating a new Template

If you can not see the Template you require, you can create your own.  

Creating a Template will make it available to all Users on your database.

• Open the Bill Template Setup Activity

Adding the Commodity

• Click on the dropdown and choose the Commodity

Adding the Columns

• Click  to take you to the Bill Template Designer screen

• Click  
• Move the Columns slider to choose  1, 2, 3, or 4 Columns

• Click

Adding the Content

• Click   to add a Bill Section, Header and/or Page Break

Header

The Header allows you to add a heading for each section, such as Meter Readings, VAT, Total Costs etc

• Click on + then Header

Tip:  Add the Heading in capitals so that it stands out

Bill Section

A Bill Section allows you to choose from the dropdown.  The list contains all the sections that make up a Bill.

Not every Supplier will use all the areas, therefore you choose the ones applicable to your Supplier.

• Click on + then Bill Section

Once you have chosen, you will see the template of the Section

Columns within the Section can be added or deleted.

• Click on the downward arrow and tick/untick as required

Add as many Headers and Sections as required

Page Break

Add a Page Break if required

• Click on + then Page Break

Once you have all of the Headers, Sections and Page Breaks you will need to save the Template

Saving the Template

• Enter the name of the Template 

• Click   to save

This Template will now be available to use on any bill with the relevant Commodity.

Amending the Template

You can only amend Templates that have been created on your database.  You can not amend any default Templates that are within the Sigma database.

• Open the Bill Template Setup Activity to see any existing Templates created on your database.

• Click on the Template you want to amend
• Click   

You are now in Edit mode and can add/delete Columns, Headers, Bill Sections and/or Page Breaks

Saving the edited version

Once you have made the changes:

• Click to save