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

1

Updating Charges

• Right click on the Cost Definition > Edit

Tree Selector

Updating Cost Definition Rates

1

Adding a Charge Line

• Right click on the Tariff > Edit

Tree Selector

Showing Calorific Value Calculation Steps on Bills

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

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

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

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

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

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

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

1

Approve the Bills

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

Tenant Approve and Issue Bills

Approving Bills

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

Withdraw a Bill

• Filter to the Bill > Right click on the Bill > Change Status > Withdraw Bill

Withdraw and Rebill

• Filter to the Bill > Right click on the Bill > Change Status > Withdraw and Rebill

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

1

Filter to the required Tenant Bills

• Click Run Summary Report
  and/or
• Click Run

Tenant Accounts Link Generator

Generating an Accounts Extract

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

1

Adding/Maintaining Suppliers

• Right click on Organisation > Add > Provider

Tree Selector

Adding / Maintaining a Tenant Provider

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

2

Adding/Amending Validation

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

Validator Setup

Tenant Bill Validation

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

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

1

Gap Filling

• Right click on the Bill > Show Bill Messages

Tenant Approve and Issue Bills

Reviewing the Metering Data

1

Running Reports

• Refresh the Data

Energy Intelligence

Refresh Data for Tenant Billing Reporting

2

Available Reports

• TBC

Energy Intelligence

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

1

History of Supply Point

• Right Click on the Supply Point > Edit

Tree Selector

Viewing Tenants & History

1

Tenant Bills

• Filter to the Tenant
• Filter the Status (if required)

Approve and Issue Bills

Viewing Tenants & History