Bill import overview

Bill import lets you import multiple utility bills at one time. It's recommended to import your bills into their own batch. This lets you delete the batch and bills if you have an error.

You can track, manage, and report on imported bills with a batch.

Importing bills varies from simple to complex depending on the granularity of information.

How to import bills

Two methods for importing bills:

Bill Imports

Bill Imports provides:

  • Ability to add a comment to the import.
  • Option to download the import file.
  • Download a kickout (error) spreadsheet of failed import bills.
  • Bill list of all the bills imported in the batch.
  • Bill list of the bills flagged during the import.
  • Batches filtered by date, import user, or import status.

After you import your bills, the bill is saved, analyzed and then flags are assigned. A new icon appears while a bill is being analyzed. 

Service effective dates for accounts also affect your ability to import bills.

Import

To import a bill, the begin and end dates for the bill must fall on or within the service effective dates of the account. A kickout (error) spreadsheet is created when the bill is outside the specified date range.

For example, service effective dates for an account of 6/24/19 to 7/25/19 produce the following results during bill import.

Bill dates Successfully imported?
7/26/19 - 8/26/19 NO
7/20/19 - 8/26/19 NO
6/24/19 - 7/20/19 YES
6/23/19 - 7/20/19 NO

Manual entry

If you try to manually enter a bill outside of the service dates, a yellow banner is displayed stating your bill is outside the specified date range.

warning message

Effective date for linked account meter

Import

During the bill import process the effective date for the linked account meter relationship does not prevent a bill from being imported.

Manual entry

If you attempt to manually enter a bill outside of the effective date for the linked account meter, only account charges can be entered.

Permissions

A report of user roles and their permissions is available for download on the Users and Roles page.

Custom user roles are created by administrators.