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Need help in this area? See Data Inventory FAQ.
Video walkthrough coming soon. A Loom video demonstrating this page will be added here.
Screenshot coming soon. A screenshot of this feature will be added here.
Navigate to Data Inventory > Bills > click any bill to open its detail page. The bill detail page gives you full visibility into a single utility bill’s charges, usage data, line items, and processing history.

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Layout

The bill detail page is split into two panels:
  • Left panel — Document preview showing the original PDF or image (if available)
  • Right panel — Tabbed interface with all extracted and editable data

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Revised bills

When a bill has been revised by a newer bill, or when it is itself a revision of an older bill, a banner appears at the top of the page:
  • Amber banner — “This bill has been revised. Its data is excluded from analytics.” Appears when the bill has been superseded by a revision.
  • Blue banner — “This bill is a revision that replaces a previous bill.” Appears when the bill is itself a revision.

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Comparing documents

When viewing a bill that is part of a revision chain, the document preview panel shows a toggle to switch between the original and revised documents. Click Compare documents to open a side-by-side view.

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Linking revisions

To link a bill to its revision:
  1. Open the bill detail page
  2. Click Actions > Link revision…
  3. Search for the related bill by date, invoice ID, or paste the bill URL
  4. Select the direction (which bill is the revision)
  5. Click Link as revision
To remove a revision link, click Actions > Unlink revision.

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Tabs

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Usage

Screenshot coming soon. A screenshot of this feature will be added here.
Usage data records for each meter on the bill. Each record includes the site, billing period, consumption amount, and units. Click Add usage data to create a new entry or click an existing row to edit it. The usage data form supports all commodity types including electricity, gas, water, solar, waste, fuel, and district energy. Demand meter readings (peak demand, demand units, time-of-use periods) are also displayed in this tab when present.

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Charges

The Charges tab displays charge details and line items extracted from the bill:
  • Total charges — The top-level total amount
    • Delivery charges — Charges from the local distribution utility
    • Supply charges — Charges from the energy supplier
    • Taxes & fees — Applicable taxes, surcharges, and regulatory fees
Individual line items are listed below with description, amount, and category. Click Add line item to create a new entry. Click any existing row to edit or remove it.

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Connection

Displays which connection produced this bill, including the connection name, utility provider, and status. Click the connection name to navigate to its detail page.

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Account

Shows the utility account associated with this bill, including the account identifier, site, and utility type. Click through to view the full account detail.

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Audit Log

A chronological history of all processing events and changes made to this bill:
  • When the bill was first ingested
  • Extraction and processing steps
  • Manual edits by team members
  • Status changes (flagged, unflagged, etc.)

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Actions

The bill detail toolbar provides the following actions:
ActionDescription
Flag / UnflagMark or unmark the bill for review
Copy LinkCopy a shareable URL to this bill
Link revisionLink this bill to another bill as a revision
Unlink revisionRemove an existing revision link
Compare documentsOpen side-by-side view of original and revised bill documents
DeletePermanently remove this bill from the inventory

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FAQ

Yes. You can add, edit, and remove line items from the Line Items tab. Changes to individual line items will be reflected in the charges tree.
The PDF preview is only available for bills that were ingested via a connection or file upload. Manually entered bills won’t have an associated document.
Open the Account tab and update the account association. You can also edit the usage data records to reassign them to different meters.
When a bill is marked as revised, its data is excluded from analytics calculations. The revised bill’s data replaces the original in all reports. You can compare the original and revised documents side by side using the Compare documents action.