Manage bill exports

Bill export is a process to export bills from UtilityManagement and prepare them for import into an accounting system. Customized bill lists let you approve and export bills for payment.

Take actions on bills

hold, release, approve buttons

A combination of user role, topmost access, and Maximum bill amount that can be approved determines bills you can view and approve, hold, or release for processing and payment.

Approve bills for payment

Depending on your workflow, bills may need to be approved before they can be exported. Configure this option in the Bills module menu under Bill Workflow Settings.

  1. A customized bill list may already exist for bills waiting for approval. It appears under the Bill Export section.
  2. Select bills.
  3. Click Approve Selected Bills.

There are several filters available when filtering for approved bills.bill list actions

Steps to hold bills from Accounting Export

Any bills held from export are not exported. For example, you may want to hold bills with a tax you don't want to pay or a meter that has not been used but you are still getting a bill.

  1. Select bills.
  2. Click Hold Bills from Accounting Export icon.
  3. You can see these bills in the Held from Export bill list.

Steps to release held bills for export

  1. In the Held from Export folder, select bills you want to release.
  2. Click Release Bills for Export icon.

Bill export

Bill Export lets you:

  • Download the generated export file.
  • View a bill list of exported bills.
  • Mark the entire list of bills as not exported.
  • Add a comment to the export.

bill export log