Manage bill batches

Batches help simplify workflow processes and reporting. You can manage all imported and manually entered bills with batches.

Purpose of a batch

• Track bills entered and imported into Utility Management.
• Can be closed at any time and cannot be reopened.
• Provides a bill list of all bills in the batch.

Batch rules

• All bills are entered into an open batch. If you don't have a batch open, you can select a pending or open batch.
  
• Closing a batch does not approve the bills in the batch.
• The number of flagged bills in the batch is dynamic and updates as bills and their flags are updated.
• You can change an open batch to pending at anytime. This action marks the bills void and not reportable.
• Manage batches with the Actions menu for each batch. The options include:
  • Import more bills
  • Enter a new bill
  • Mark the batch as pending
  • Rename the batch
  • Close the batch
  • Delete the batch and bills

Pending batches

You can multiple open batches. If you need to put a batch on hold for any reason, you can change the status of your batch to pending.

• All bills in a pending batch are not reportable and are marked void until the batch is re-opened or closed.
• You can have multiple pending batches.
• Anyone can open a pending batch and continue to add bills to it.

Pending batch actions

Pending batch actions include:

• Import more bills
• Open the batch
• Rename the batch
• Close the batch
• Delete the batch and bills

Download Batch Report

You can download a report of any batch that has at least one bill.

The columns included in the report are:

• Batch name
• Created by
• Open date
• Close date 
• Number of bills
• Total cost of the batch