Bills module overview

Manage, search, export, and import bills with bill lists located in the Bills module. Viewing the Bills module is controlled with user role permissions.

Bill lists

Bill lists let you find specific bills and take actions on them.

My bill lists

Configured bill lists for your personal use.

Shared bill lists

If your user role has permission, you can share a bill list with user groups. Any bill list shared with you appears under Bill Lists Shared with Me. You can hide bill lists that are shared with you.

Batches

All bills are entered or imported into an open batch. You open a batch the first time you enter or import a bill. Your batch stays open until you decide to close it or mark it pending. You can only have one open batch but many pending batches.

Closing a batch does NOT approve the bills in the batch.

Bill imports

Import multiple utility bills with bill import. Two methods are available for importing bills.

Bill export

The bill export process exports bills and prepares them for import into an accounting system. Bill export bill lists are configured in the Bills module menu.

Approval system

All bills entered into UtilityManagement are unapproved.  Depending on your Accounting configuration your workflow may only export approved bills.

Bills module menu