View all the invoices or bills from your service providers.
👍 This article will help you:
Filter and sort itemized costs by building, provider, account, and service
Download original bill PDFs from all of your service providers
Download statement itemizations in a CSV file for external analysis
To access Statements, go to Bills on the left side menu, then select the Statements tab.
Statements table
The Statements table is a searchable, filterable, sortable table of all invoices from your service providers. Filter by Provider, Account, or Service.
Period can be adjusted to display statements only from This year or Last year, or over a Custom period.
To download the current statements table view as a CSV file, select Actions, then 'Download current table view'. To download the original bill PDFs, select the statements you wish to download in the checkbox column at left, then select Actions and 'Download selected statements'.
Statement details page
To view a statement's details and itemized costs, select a date from the Statement Date column, or select 'View statement details' from the dropdown menu for each statement in the table. This standardized format makes it possible to view every statement in the same way.
The top of the statement details page provides an overview, including amount due, outstanding balance, statement total, issue date, and due date.
At the bottom of the page is a table of itemized costs for the statement. Each itemized cost, or charge, is listed separately.
The following columns are displayed in the table:
Column | Description |
Charge Type | The name of each charge type—such as “demand charge”, “consumption charge”, and “taxes”—that appears on your statement. |
Building | The building with the point that is associated with the charge type. |
Account | The account number used by the service provider. |
Bill Point | The point used by the service provider to assign the charge. |
Start Date | The start date associated with the particular charge and point. |
End Date | The end date associated with the particular charge and point. |
Usage | The usage amount that the rate is multiplied by to determine itemized cost, based on the point's start and end date. |
Rate | The assigned rate within the tariff for the particular charge type. |
Cost | Total itemized cost for the charge: (Usage x Rate). The sum of all itemized costs equals the Statement Total. |
Itemized costs can be filtered by Charge Type, Building, Account, or Point.
Itemized costs may also grouped by Bill Points, Buildings, or None.
Each group in the table is represented by a grey divider, which displays the name of the bill point or building, and the total cost for that bill point or building's charges.
Troubleshooting
It is possible that your utility provider or integration may not provide all of the charges from the original statement. Below, determine what action to take if you notice a discrepancy or missing information.
Problem | Solution |
My rate is incorrect. | Contact your service provider to discuss refund opportunities and corrections. |
My itemized costs table is blank. | The itemized costs table will only populate with Arcadia or Capturis integrations. For more information, please contact Sales. |
My bill point's usage is different than the usage on my invoice. | Utility bill statements, in particular, can be challenging to read. Contact Customer Support if you believe there is a discrepancy between your PDF statement and the statement details page. |