Once the Tenant Bill Run has been initialised (Tenant Bill Run Initiation Activity) and you can see it in the Tenant Bill Run List (Tenant Bill Run Management Activity), the next step is to Approve and Issue the bills.

From the Tenant Approve and Issue Bills Activity, you can:

Understand the Activity:

Understanding the Activity

Understand the functions:

Bill Actions:

Bill Actions

Activity Actions:

Understanding the Approve and Issue Bills Activity

Click on Tenant Approve and Issue Bills from the Welcome page

The Tenant Approve and Issue Bills screen opens:

On entry:

The Billing Group dropdown list is set to 'All Billing Groups'
The Bill Start Date is set to the first day of the previous month
The Bill End Date is set is set to the last day of the previous month
No data is displayed in the Bills table

Alternatively, to move from Tenant Bill Run Management to the Approve and Issue Bills Activity:

Right click on the Tenant Bill Run

Click Go to Approve and Issue Bills

Filtering

To filter, use the filter options in the Bills section at the top of the screen.

Filtering options are:

Field	Description
Billing Group	Choose from the dropdown list (list of all Tenant Billing Groups)
Bill Start Date and Bill End Date	Enter the required Bill Period (either using the date pickers or entering date values in these fields)
Include only Site	Tick the checkbox and enter a value in the text field to only include Tenant Bills linked to a Site that includes this value in the Site Name
Include only Tenant	Tick the checkbox and enter a value in the text field to only include Tenant Bills linked to a Tenant that includes this value in the Tenant Name
Include only Status	Tick the checkbox and select the required Status from the dropdown list (list of all Bill Statuses) to only include Tenant Bills with Status set to this value
Include only Batch Number	Tick the checkbox and enter a value in the text field to only include Tenant Bills with a Batch Number that includes this value. Note: Batch Numbers are applied to issued Tenant Bills that have been exported to an external Financial System
Include only External Invoice ID	Tick the checkbox and enter a value in the text field to only include Tenant Bills with an External Invoice ID that includes this value
Property Key 1, 2, 3 and 4	Tick the checkbox, select the required Property Key from the dropdown list (list of all character-based Property Keys that can be applied at Global or Tenant Account level) and enter a value in the text field to only include issued Tenant Bills linked to Tenant Accounts with the selected Property Key that includes this value.

When you have chose your filtering options:

Click

Note: If you have run more than one test run for a period, you will see the bills more than once in the table.

Note: If you have run more than one live run, you will see a cancelled bill and then a bill.

Tip: If you have run Test Runs and Live Runs and you want to see just the Live Runs, filter as follows:

Click to see the results

Note: Up to 4,000 Tenant Bills are displayed.

If the selected filter options / criteria have returned more than 4,000 Tenant Bills a Note pop-up is displayed:

Click OK to close the Note pop-up

Viewing the results (adding/hiding columns)

To add/hide columns, click on the downward arrow on the Column Header

Click on Columns

Tick / Untick to add / hide Columns

Click here to see a full list of the available columns.

Summary field

A summary appears at the bottom of the screen

Right click options

Each bill can be assessed individually by using the right click option.

Alternatively, if you choose more than one bill, you have the following options

Printing the Tenant Bill Table

To print the contents of the Bills table:

Select one or more Tenant Bills and click on the Print Bill icon at the top of the screen

The Print Preview pop-up opens showing details of all the Tenant Bills currently displayed in the Bills table according to the columns that are currently enabled. The selected Tenant Bill(s) are also highlighted