Unbilled transactions

Unbilled transactions are charges or usage records that have been recorded but not yet included in a customer’s invoice. Essentially, these are transactions that have happened—like electricity usage, water consumption, or other metered services—but the billing process hasn’t finalised them into a bill yet.

They’re important because they represent costs or usage that customers have incurred but have not yet been charged for. Reviewing unbilled transactions helps ensure all charges are accurate and complete before the next billing cycle.

Unbilled Transactions are located in the processes section of the Dashboard screen. 

There are three types of transaction information available: Summary, Details, and Exceptions.  The default screen is the Summary mode. 

In the drop-down box, select your type of transaction information.

Summary mode

Summary mode displays the usage and dollar totals for each account. 

Detail mode

Detail mode displays the individual transactions.  

Note: If a red exclamation mark is shown in the summary or detail screen, you can see that the account has a billing exception associated with it (and will not progress to invoicing).  Click on this to take you to the billing exceptions for this account.

If a blue exclamation mark is shown in the summary or detail screen, this means that the building for this account has its billing day today but no transactions have been generated for this account.

Detail mode

Detail mode displays the individual transactions.  

Tip:  All three reports can be exported to Excel by clicking on the Excel icon.