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.
Table columns
The bills table displays the following columns by default:| Column | Description |
|---|---|
| Bill date | The billing period end date |
| Site | The facility associated with the bill |
| Account | The utility account number |
| Utility type | Electricity, gas, water, etc. |
| Total charges | The total dollar amount of the bill |
| Usage | Total consumption for the billing period |
| Status | Processing status (e.g., processed, has issues, pending) |
| Source | How the bill was ingested (connection, upload, or manual) |
Filtering
Use the filter bar above the table to narrow results. Available filters include:- Date range — Filter bills to a specific billing period
- Site — Show bills for one or more sites
- Utility type — Filter by electricity, gas, water, or other commodity types
- Connection — Show bills from a specific connection
- Status — Filter by processing status
- Street, Zipcode, Country — Find bills by location. These search the bill’s service address along with the meters and sites the bill covers. See Location filters for how related-record search and the Contains/Is match modes work.
Sorting
Click any column header to sort the table by that column. Click again to toggle between ascending and descending order. The current sort direction is indicated by an arrow icon in the column header.Bulk actions
Select one or more rows using the checkboxes on the left side of the table to reveal the bulk actions toolbar. The selection persists across pages of results, so you can build up a set across filtered views before acting.| Action | What it does |
|---|---|
| Download documents as ZIP | Bundle the original bill PDFs (or scanned images) for the selected rows into a ZIP and email the archive to you. |
| Download usage data | Export the parsed usage rows from the selected bills as a spreadsheet. |
| Download line items | Export the parsed line-item charges (delivery, supply, taxes, etc.) from the selected bills as a spreadsheet. |
| Flag for review | Mark selected bills as needing review. Already-flagged bills in the selection are skipped. |
| Remove flags | Clear the review flag from the selected bills. Bills without a flag are skipped. |
| Delete bills | Permanently remove the selected bills and their parsed usage data. Confirmation is required and the action cannot be undone. Requires edit permission. |
There’s no bulk reassign for bills. If you need to move a bill onto a different account or meter, open the bill and use the reassign actions on the bill detail page. To move historical bills from an email connection onto an online connection in one shot, see Switching between email and online connections.
Opening a bill
Click any row in the table to open a slide-out Bill Sheet with a quick preview of the bill’s key details. From the sheet, click View full detail to navigate to the bill detail page. Bills that have been revised show a banner in the detail view indicating their revision status. See Bill detail for details on comparing and linking revisions.FAQ
Why don't I see a bill I just uploaded?
Why don't I see a bill I just uploaded?
Bills may take a few minutes to process after upload. Check the Data Input > Uploads page to verify the upload status. If processing fails, the upload will show an error with details.
What does it mean when a bill has issues?
What does it mean when a bill has issues?
A bill with issues has been flagged by Nectar’s quality checks — for example, a potential duplicate, missing usage, or an unmatched account. Each issue has a specific type and guided resolution steps. Open the bill to see the issues and resolve them, or use the Data Quality > Issues triage inbox. See Glossary — Data quality issue.
Can I export the bills table?
Can I export the bills table?
Yes. Use the Data Export section to export bill data in various formats or push it to third-party integrations.