The Bill View activity allows users to view ‘read-only’ versions of their utility bills. No modifications to the data are allowed however the user can still see the full bill along with any attached documents.

Selecting an Account 

By default this activity will show a list of the Accounts in the database.

• Use the Data Selector to search for the required Account

• Search for the Account using the Data Selector
• Click on an Account to see a summary of Bills on the right hand side

Selecting a Site

You can choose to see all of the Accounts associated with a  Site.

• Change the Data Selector to Site
• Search for and then click on a Site to see a summary of the Accounts at the top of the right hand side
• Click on an Account to see a list of Bills

Bill View Summary

Summary

The summary shows a list of the most recent bills in the database including Consumption, Bill Source, Average PPU and more.

From this view you can view the PDF document  

Exporting the Summary

Click to export the summary to excel 

Printing the Summary

Click to print the summary 

Summary Key

Any potential billing errors will be highlighted according to the ‘key’ at the bottom of the screen:

Gaps and Overlaps

Any gaps or overlaps will be displayed in the summary

Viewing a Bill

• Double click on a Bill to take you to the billing screen.

Each bill type will have different tabs to browse through allowing the user to get a detailed picture of the billed charges.

Browsing the Bills

To quickly browse through bills on a chosen account, use the Bill Navigator.

• Click on the arrows to move through the bills, ascending or descending
• Click on the double arrows to see the first and last bills