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.
Main views
The Data Inventory is organized into three main views, each accessible from the top-level navigation or the cards below.Bills
Browse processed utility bills with charges, usage data, and original documents.
Accounts
Manage utility accounts, track billing status, and view associated meters.
Meters
View physical utility meters, usage history, and identifier mappings.
Common table features
All three views share a consistent table interface with the following capabilities:| Feature | Description |
|---|---|
| Filtering | Narrow results by site, utility type, date range, connection, status, and more |
| Sorting | Click any column header to sort ascending or descending |
| Column customization | Show or hide columns to focus on the data you need |
| Row click | Click any row to open a detail page or a slide-out sheet with a quick preview |
| Bulk actions | Select multiple rows to perform batch operations like export or delete |
Related pages
- Data Input — the three methods for getting data into the inventory
- Data Quality — review flagged bills and completeness gaps
- Analytics — visualize inventory data as charts and trends
- Sites — site-centric view of bills, accounts, and meters
FAQ
What's the difference between an account and a meter?
What's the difference between an account and a meter?
An account represents a utility account number — the billing relationship between your
company and a utility provider. A meter represents a physical metering device at a
site. One account can have multiple meters. For example, a single electric account might cover
two meters at different parts of a facility.
Can I delete bills?
Can I delete bills?
Yes. You can delete bills from the bills table using bulk actions (select rows and click
Delete) or from an individual bill’s detail page using the Delete action in the toolbar.
How does data get into the inventory?
How does data get into the inventory?
Bills, accounts, and meters are created automatically when data flows through any of the three
Data Input methods: connections, uploads, or manual entry. You
can also create bills and usage data manually from within the inventory.