Add a bill list with Create (plus sign)

The Create dialog provides quick access to manual bill entry, importing files, and creating common UtilityManagement objects.

Click Create and then Add Bill List.

Create Button

create menu

Why create a bill list?

  • Helps you answer a specific question. If you need to answer this question often, create a bill list to save time in the future.
  • Find specific bills and take action on them.

Examples

  • Jean's List with filters set to display "Bills for Cost Center XYZ and Total cost > $10,000"
  • Unapproved Bills set to display "Bill is not approved, Bill is not void"
  • All Electric bills for last month "Commodity name = Electric and Billing Period = Prior month"