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Need help in this area? See Data Inventory FAQ.
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

On large screens the page uses a resizable split:
  • Left panel — Bill information, notes, and tabs for usage, charges, connection, account, and audit log
  • Right panel — Document preview for the original PDF or image (when available)
On smaller viewports the file panel may be hidden; use Actions > Open file to side or Hide file when a document exists to show or collapse the preview.

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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 Appears when the bill has been superseded by a revision.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 (right side on desktop) can show the original and revised files. Use Actions > Compare documents (when a revision link exists) 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

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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Editing a bill

Sometimes Nectar’s extraction is not perfect, or a bill has unusual charges that need adjustment. You can edit any part of a bill directly from the Usage and Charges tabs.
What you editWhat happens in your reports
Charges or line itemsCost analytics and cost exports update immediately.
Usage dataConsumption totals change in analytics and exports for the associated meter and site.
Service datesChanges which billing period the data falls into. This can shift data between months in time-series charts.
Demand metersUpdates peak demand reporting for electricity accounts.
All edits take effect immediately. There is no draft mode — when you click save, the data is live across the platform.

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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 (the field that changed, old value, new value, who made it, and when)
  • Status changes (flagged, unflagged, etc.)
The audit log is especially useful when multiple people work on the same data, when a number looks wrong and you want to trace the original value, or when an auditor asks for evidence of data changes. It is read-only and permanent — it cannot be edited or deleted.

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When a bill is flagged

If a bill is flagged, Nectar may show a review status that describes who should act next. Common labels include:
Label (as shown in the product)What it means
Client review neededYou or your team are expected to review and resolve the issue.
Ops review in progressThe Nectar team is reviewing this bill.
Flagged for reviewDefault when a more specific status does not apply.
For flag types and workflows, see Glossary — Flagged bill and Data Quality — Issues. Use the flag icon next to the page title to flag or unflag a bill. The Audit Log tab records flag changes over time.

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Actions

  • Flag / Unflag — Use the flag icon beside the bill title (not only under Actions).
  • Actions menu — Opens grouped items:
    • Navigate — Copy link; when a file exists, Open file to side or Hide file depending on whether the preview is visible
    • Manage — Link revision when none is linked; Unlink revision and Compare documents when a revision link exists
    • Danger zone — Delete (permanent)

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FAQ

Yes. Use the Charges tab: add, edit, and remove line items there. Changes flow into the charges tree above.
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 Compare documents (when a revision link exists).
Yes. Editing bill data is a normal part of the workflow. Every edit is recorded in the audit log, so you can always see what changed and revert it manually if needed. Changes take effect immediately in analytics and future exports.
There is no automatic undo button, but every edit is recorded in the audit log with the previous value. Open the Audit Log tab on the bill detail page to see the history. You can then manually change the value back to what it was before.
There are a few common reasons: the PDF may have been hard to read and Nectar couldn’t extract the numbers; the bill may be a summary bill that shows only charges without detailed usage; or the usage data may be on a separate page that wasn’t captured. Check the original document and enter the values manually from the Usage tab if needed.
A summary bill is a consolidated invoice that covers multiple accounts or locations on a single document. These are common with large commercial customers. Summary bills may show only totals without per-meter breakdowns. Nectar does its best to split the data across the correct accounts and meters, but you may need to review and adjust the results.
Open the document preview on the right (on desktop) or via Actions > Open file to side when the preview is hidden. Use Download in the preview toolbar. If the bill was entered manually (not from a PDF), there will be no document to download.