Bills

Bills Validation Template
Bills Dashboard
Bills Search

Bills Validation Template

Category	Description
Integrity Check	These are system errors during the Bill import and set up process. The UBM operators would take care of resolving these
Data Verification I	These are errors based on the data in the bill but needs some system updates or bill updates to resolve them
Data Verification II	These are erros based on bill data and are available for customer notifications if the customer chooses.These must be achknowledged or resolved for the bills to be processed.
Data Audit I	These are errors based on the bill data and are available for customer notifications if the customer chooses.
Data Audit II	These are errors based on the bill data and are available for customer notifications if the customer chooses.

Option	Description
Resolvable	Errors that can be system resolved or resolved by admins by checking the box
Bulk Resolve	Errors that can be resolved in bulk from the admin dashboard.
Auto Resolve	Errors for historical bills are resolved at the import bill batch.
Auto Fix	Automatically resolves the error if configured, when the bill is imported or reparsed.
Notification group	The Group that will need to receive the notification when the error is resolved.

Per page:

ID	Name	Definition	Resolution

Per page:

ID	Name	Workflow State	Resolvable	Bulk Resolve	Auto Resolve	Autofix

Per page:

Customer	ID	Name	Workflow State	Resolvable	Autofix	Notification Group	Threshold

Bills Dashboard

The “Bills Dashboard” area is your main screen when you log in with your Admin role. This is where you will see a global overview of the total number of imported bills split by bill status (Integrity Check, Data Verification, etc.).

If you are a Partner/Broker and are managing multiple customers, you will see all of those customers in this list, with their own specific bill numbers per bill status.

Bills part of Integrity Check, Data Verification I and Data Verification II are considered Critical Bills - marked with a light red in the table, while bills part of Data Audit I and Data Audit II are considered Audit Bills - marked with a light orange in the table.

The statuses tie directly to the Bill Validation Errors that appear on those bills, which have to be resolved in order to move the bill to a Processed status.

From the Bills Dashboard area you can quickly and easily go to a customer or drill down into specific bills by selecting the customer name link, or any of the links in the status columns.

Bills Search

There are a few ways you can search for Bills:

Go to the “Admin” tab in the left navigation, select the “Bills” section and then select the “Find Bills” tab present at the top of the screen. This area provides a view of all bills across all customers (if you have access to more than one).

You can use the search bar and the Filters area to search for specific bills.

From anywhere in the app, use the “Bill ID” search function present at the bottom of the left navigation. You can access it even if the left navigation is collapsed. Type in the Bill ID (Bill ID translates to the unique system ID for every imported Bill) and press the Enter/Return key on your keyboard.

This is also a global search, searching for any bill through your entire customer list.

Select a customer either from the Bills Dashboard area or by selecting the “Customer Search” button present at the top of the left navigation area. Once you have that customer selected:

Select the “Bills” tab specific to that customer from the left navigation. This way you get to see all bills specific for that customer only.
Use the search area and the Filters to drill down the bills list to specific bills.

Table of contents

Bills Validation Template

Bills Dashboard

Bills Search

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