Smart360 Billing Dashboard - FAQ's
General Dashboard Overview
Q1: What is the Smart360 Billing Dashboard and who can access it?
A: The Smart360 Billing Dashboard is a centralized interface that provides real-time visibility into billing operations, financial metrics, consumption patterns, and exceptions. It's accessible to three key user roles:
- Billing Manager: Full access to oversee entire billing cycles and revenue performance
- Utility Administrator: Administrative access to configure settings and generate executive reports
Platform URL - https://platform.bynry.com/bx
Q2: How do I access the Billing Dashboard in Smart360?
A: To access the Billing Dashboard:
- Log into your Smart360 system
- Navigate to the Billing module from the main menu
- Select "Dashboard" from the navigation options
- The consolidated overview screen will display with all key metrics
Platform URL - https://platform.bynry.com/bx
Q3: What are the main sections available on the Billing Dashboard? A: The Billing Dashboard contains four primary sections:
- Monthly Performance: Key billing metrics and success rates
- Consumption Distribution: Usage patterns and consumption analytics
- Financial Summary: Revenue tracking and outstanding amounts
- Quick Actions: Direct access to common billing operations
Platform URL - https://platform.bynry.com/bx
Dashboard Navigation and Interface
Q4: How do I switch between different views on the dashboard? A: The dashboard provides multiple navigation options:
- Use the main tabs: Overview, Billing Cycles, Exceptions, and Simulations
- Click on any metric card to drill down into detailed information
- Use the cycle selector dropdown to view specific billing cycle data
- Access the Quick Actions panel for direct operation workflows
Platform URL - https://platform.bynry.com/bx
Q5: What do the trend indicators (arrows and colors) mean on metric cards? A: Trend indicators show performance changes:
- Green arrows: Positive trend or improvement
- Red arrows: Negative trend requiring attention
- Upward arrows: Increase from previous period
- Downward arrows: Decrease from previous period
- Percentage values: Exact change compared to previous cycle or period
Platform URL - https://platform.bynry.com/bx
Q6: How often does the dashboard data refresh, and can I manually refresh it? A: Dashboard data refreshes automatically at configurable intervals set by your administrator. For manual refresh, you can:
- Use the refresh button in the dashboard header
- Navigate away and return to the dashboard
- Contact your administrator to adjust auto-refresh intervals
Platform URL - https://platform.bynry.com/bx
Billing Performance Monitoring
Q7: How do I interpret the "Success Rate" metric on the dashboard? A: The Success Rate represents the percentage of bills successfully generated out of total billing attempts. It's calculated as:
- Formula: (Total Bills Generated ÷ Total Billing Attempts) × 100
- Good Performance: 95% or higher
- Attention Required: Below 90%
- The metric includes comparison with previous cycles to identify trends
Platform URL - https://platform.bynry.com/bx
Q8: What's the difference between "Actual Bills" and "Estimated Bills"? A:
- Actual Bills: Generated from real meter readings taken during the billing period
- Estimated Bills: Generated using consumption estimates when actual readings aren't available
- Typical Distribution: 85-95% actual bills, 5-15% estimated bills
- High estimated bill percentages may indicate meter reading issues
Platform URL - https://platform.bynry.com/bx
Q9: How do I identify which bills failed to generate and why? A: To investigate failed bill generation:
- Click on the "Bills Not Generated" metric card
- Review the detailed list of failed accounts with reasons
- Use filters to sort by failure type or zone
- Access the Exceptions tab for comprehensive exception management
- Each failed bill will show specific error codes and resolution steps
Platform URL - https://platform.bynry.com/bx
Consumption Analytics
Q10: How are consumption categories (High, Low, Zero) defined in the system? A: Consumption categories are defined by configurable thresholds:
- High Consumption: Accounts exceeding the upper consumption threshold (typically 150% of average)
- Low Consumption: Accounts below the lower consumption threshold (typically 25% of average)
- Zero Consumption: Accounts with no recorded consumption
- Average Consumption: Total consumption divided by total number of consumers
Platform URL - https://platform.bynry.com/bx
Q11: When should I be concerned about zero consumption accounts? A: Zero consumption accounts require attention when:
- The count increases significantly (>10%) from previous cycles
- The percentage of total accounts exceeds 2-3%
- Specific zones show unusual patterns
- The trend indicator shows consistent increases over multiple cycles
Platform URL - https://platform.bynry.com/bx
Q12: How can I analyze consumption patterns for specific zones or customer segments? A: To analyze consumption patterns:
- Use the Billing Cycles tab to select specific zones
- Apply filters by customer segment or service area
- Click on consumption category cards to view detailed account lists
- Compare current cycle data with previous periods
- Export consumption data for advanced analysis
Platform URL - https://platform.bynry.com/bx
Financial Tracking
Q13: What components make up the "Total Billed Amount" displayed on the dashboard? A: The Total Billed Amount includes:
- Base energy charges
- Service charges and fees
- Taxes and regulatory charges
- Connection charges (if applicable)
- Late payment fees (for outstanding bills)
- Any applicable discounts or adjustments
Platform URL - https://platform.bynry.com/bx
Q14: How is the "Outstanding Amount" calculated and what does it represent? A: The Outstanding Amount represents:
- Calculation: Sum of all unpaid bill amounts across all cycles
- Components: Principal amount, interest, late fees, and penalties
- Age Categories: Current, 30-day, 60-day, 90+ day outstanding amounts
- Trend Monitoring: Track collection effectiveness over time
Platform URL - https://platform.bynry.com/bx
Q15: What does "Late Payment Revenue" include, and how can I track collection performance? A: Late Payment Revenue includes:
- Late payment penalties collected
- Interest charges on overdue amounts
- Reconnection fees
- The metric shows both total revenue and count of payments with late fees
- Use trend indicators to monitor collection effectiveness
Platform URL - https://platform.bynry.com/bx
Billing Cycle Management
Q16: How do I select and analyze a specific billing cycle? A: To analyze a specific billing cycle:
Platform URL - https://platform.bynry.com/bx
Q17: How can I compare performance between different billing cycles? A: To compare billing cycles:
- Select the first cycle from the dropdown and note the metrics
- Switch to another cycle to view its performance
- Use the trend indicators that automatically compare with previous cycles
- Export data from multiple cycles for side-by-side analysis
- Look for patterns in success rates, average amounts, and exception counts
Platform URL - https://platform.bynry.com/bx
Q18: What should I do if a billing cycle shows poor performance metrics? A: When cycle performance is poor:
- Check the "Bills Not Generated" count and investigate failure reasons
- Review the Exceptions tab for cycle-specific issues
- Analyze consumption patterns for unusual readings
- Verify meter reading completion rates
- Contact technical support if systemic issues are identified
- Document findings for process improvement
Platform URL - https://platform.bynry.com/bx
Quick Actions and Operations
Q19: How do I generate bills for multiple consumers using the dashboard? A: To perform bulk bill generation:
- Access the Quick Actions panel on the dashboard
- Click "Generate Bulk" on the Bulk Bill Generation card
- Select your parameters:
- Billing cycle
- Customer segments
- Date range
- Service areas
- Review the selection summary before confirming
- Monitor the generation progress and handle any exceptions
Platform URL - https://platform.bynry.com/bx
Q20: What is the difference between Bulk Bill Generation and Single Bill Generation? A: Bulk Bill Generation:
- Processes multiple consumers simultaneously
- Used for regular billing cycles
- Includes batch processing and exception handling
- More efficient for large volumes
Single Bill Generation:
- Processes one consumer at a time
- Used for individual account corrections
- Immediate processing and result display
- Ideal for customer service situations
Platform URL - https://platform.bynry.com/bx
Q21: How do I manage GL (General Ledger) codes from the dashboard? A: To manage GL codes:
- Click "Manage Codes" in the GL Codes Management card
- Access the GL codes configuration interface
- View existing code mappings for different charge types
- Add new codes for new services or charges
- Modify existing codes with proper approval workflow
- Test code assignments before applying to billing cycles
Platform URL - https://platform.bynry.com/bx
Search and Filtering
Q22: How does the global search function work, and what can I search for? A: The global search function allows you to search for:
- Bill ID: Enter complete or partial bill numbers
- Consumer Name: Search by customer name (first or last)
- Address: Search by street address or area
- Account Number: Enter consumer account identifiers
Search options include:
- Current Cycle Only: Limits results to the selected billing cycle
- All Cycles: Searches across all available billing cycles
- Advanced Filters: Apply additional criteria like date ranges or zones
Platform URL - https://platform.bynry.com/bx
Q23: How can I filter dashboard data for specific analysis? A: Available filtering options include:
- Date Range: Select specific months or periods
- Service Area: Filter by geographical zones
- Customer Segment: Residential, commercial, industrial categories
- Bill Status: Generated, failed, estimated, actual
- Consumption Range: High, low, zero consumption categories
- Outstanding Status: Current, overdue, aged categories
Platform URL - https://platform.bynry.com/bx
Q24: Can I save my frequently used search criteria and filters? A: Yes, the system supports saved searches:
- Apply your desired filters and search criteria
- Click "Save Search" and provide a descriptive name
- Access saved searches from the "Saved Searches" dropdown
- Modify or delete saved searches as needed
- Share saved searches with team members (admin permission required)
Platform URL - https://platform.bynry.com/bx
Reporting and Export
Q25: What export formats are available for dashboard data? A: The dashboard supports multiple export formats:
- PDF: Formatted reports suitable for executive presentation
- Excel: Detailed data for further analysis and calculations
- CSV: Raw data for import into other systems
- Custom Reports: Formatted reports based on templates
Platform URL - https://platform.bynry.com/bx
Q26: How do I schedule automatic reports from the dashboard? A: To schedule automatic reports:
- Access the "Export and Reporting" section
- Select "Schedule Report"
- Configure report parameters:
- Report type and content
- Recipients and distribution list
- Frequency (daily, weekly, monthly)
- Format preferences
- Set up email delivery options
- Review and activate the scheduled report
Platform URL - https://platform.bynry.com/bx
Q27: Can I create custom reports with specific metrics and layouts? A: Yes, custom report creation is available:
- Access "Custom Report Creation" from the reports menu
- Select desired metrics from available options
- Choose layout templates or create custom layouts
- Add filters and grouping criteria
- Preview the report before saving
- Save as template for future use
- Share with other users with appropriate permissions
Platform URL - https://platform.bynry.com/bx
Troubleshooting and Issues
Q28: What should I do if the dashboard loads slowly or shows errors? A: For performance issues:
- Check your internet connection stability
- Clear your browser cache and cookies
- Try accessing from a different browser
- Contact your system administrator if issues persist
- Report consistent slow performance for system optimization
Platform URL - https://platform.bynry.com/bx
Q29: How do I handle discrepancies between dashboard metrics and other reports? A: To resolve metric discrepancies:
- Verify the time periods being compared are identical
- Check if filters are applied differently in each report
- Confirm data refresh timing differences
- Review calculation methodologies for each source
- Contact technical support with specific examples of discrepancies
- Document findings for process improvement
Platform URL - https://platform.bynry.com/bx
Q30: Who should I contact for dashboard access issues or permission problems? A: For access and permission issues:
- Technical Issues: Contact your IT support team or system administrator
- Permission Changes: Request access modifications from your Utility Administrator
- Training Needs: Speak with your Billing Manager or designated trainer
- System Enhancement Requests: Submit requests through your organization's change management process
Platform URL - https://platform.bynry.com/bx
No Comments