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Smart360 Master Bill Viewer - FAQ's

General Master Bill Viewer Overview

Q1: What is the Master Bill Viewer in Smart360 and what is its main purpose? A: The Master Bill Viewer is a centralized, searchable repository for all generated utility bills in Smart360. Its main purposes are to:

  • Provide a single location to view, search, and manage all utility bills
  • Enable quick access to individual bills for audits, customer inquiries, or validation
  • Offer robust filtering capabilities to identify specific bill subsets
  • Display consolidated billing metrics and trends across different categories
  • Track bill status changes and payment trends over time
  • Support comprehensive billing oversight and process optimization

Platform URL - https://platform.bynry.com/bx

Q3: How do I access the Master Bill Viewer module?

A: To access the Master Bill Viewer:

  • Log into your Smart360 system with appropriate credentials
  • Navigate to the Billing module from the main menu
  • Select "Bill Master" from the billing navigation options
  • The dashboard will display with summary metrics and recent bills

Platform URL - https://platform.bynry.com/bx

Dashboard Summary Metrics

Q4: What billing metrics are displayed on the Master Bill Viewer dashboard? A: The dashboard displays comprehensive billing and financial metrics: Billing Summary:

  • Total Bills: Complete count of bills with trend indicators
  • Consumption: Total consumption across all bills in kWh
  • Average Consumption: Daily consumption average (kWh/day)
  • Actual Bills: Count of bills based on actual meter readings
  • Non-Actual Bills: Count of estimated or other non-actual bills

Financial Summary:

  • Billed Amount: Total monetary value of all bills
  • Outstanding Amount: Total unpaid balances
  • Consumption Charges: Charges specifically for usage
  • Service Charges: Fixed service fees
  • Late Fees: Penalty charges for overdue payments

Platform URL - https://platform.bynry.com/bx

Q5: What do the trend indicators (percentages) mean next to each metric? A: Trend indicators show performance changes compared to the previous period:

  • Green arrows and percentages: Positive trends or improvements
  • Red arrows and percentages: Negative trends requiring attention
  • Percentage values: Exact change from previous month/period
  • Context matters: For some metrics like Outstanding Amount and Late Fees, decreases (negative percentages) are actually positive trends
  • Use these indicators to quickly identify significant changes requiring investigation

Platform URL - https://platform.bynry.com/bx

Q6: How often do the dashboard metrics update? A: Dashboard metrics update automatically:

  • Real-time updates: Bill status changes reflect immediately
  • Daily refresh: Summary metrics refresh overnight with new billing data
  • Manual refresh: Use the refresh button for immediate updates
  • Trend calculations: Previous period comparisons recalculate with each refresh
  • Performance optimization: Large datasets may have slight delays for complex calculations

Platform URL - https://platform.bynry.com/bx

Search and Filtering Capabilities

Q7: How do I search for specific bills in the Master Bill Viewer? A: To search for specific bills:

  • Use the search field at the top of the bill listing
  • Enter search criteria such as:
    • Invoice number (complete or partial, e.g., "INV-10000")
    • Customer name (first name, last name, or both)
    • Account number (e.g., "ACC-100001")
    • Premise information
  • The search performs partial matching and is case-insensitive
  • Results update dynamically as you type
  • Clear the search field to return to the full bill listing

Platform URL - https://platform.bynry.com/bx

Q8: What advanced filtering options are available? A: Advanced filtering options include:

  • Date Ranges: Bill generation date, due date, payment date
  • Consumer Type: Residential, Commercial, Industrial
  • Premise Type: Different property classifications
  • Bill Cycle: Monthly, Bi-monthly, Quarterly
  • Billing Month: Specific months for period analysis
  • Consumption Range: High, low, or specific usage amounts
  • Amount Range: Minimum and maximum bill amounts
  • Status: Delivered, Paid, Partially Paid, Overdue
  • Bill Type: Actual vs. Non-Actual readings

Platform URL - https://platform.bynry.com/bx

Q9: How do I save frequently used search and filter combinations? A: To save search presets:

  • Apply your desired search criteria and filters
  • Click the "Save Preset" button (usually near the filter controls)
  • Provide a descriptive name for your preset (e.g., "High Value Commercial Bills")
  • The preset becomes available in a dropdown for future use
  • Access saved presets from the "Saved Searches" or "Presets" dropdown
  • Modify or delete presets as your needs change
  • Share presets with team members if permissions allow

Platform URL - https://platform.bynry.com/bx

Bill Listing and Management

Q10: How do I customize the columns displayed in the bill listing? A: To customize column display:

  • Click the "Columns" button above the bill listing
  • Check/uncheck boxes to show or hide specific columns
  • Available columns include: Invoice Number, Consumer, Premise, Bill Cycle, Billing Month, Consumption, Billed Amount, Generated Date, Status
  • Drag and drop columns to reorder them
  • Click "Apply" to save your column preferences
  • Your customizations are saved for future sessions

Platform URL - https://platform.bynry.com/bx

Q11: How do I sort bills by different criteria? A: To sort the bill listing:

  • Click on any column header to sort by that field
  • Click again to reverse the sort order (ascending/descending)
  • Sort options include:
    • Invoice Number (alphanumeric)
    • Consumer name (alphabetical)
    • Consumption (numeric, high to low or low to high)
    • Billed Amount (monetary, high to low or low to high)
    • Generated Date (newest to oldest or oldest to newest)
    • Status (by priority or alphabetical)
  • The current sort column and direction are indicated by arrows in the header

Platform URL - https://platform.bynry.com/bx

Q12: What do the different bill status indicators mean? A: Bill status indicators show payment and delivery status:

  • Delivered (Blue): Bill has been successfully delivered to customer
  • Paid (Green): Full payment has been received and processed
  • Partially Paid (Orange): Some payment received but balance remains
  • Overdue (Red): Payment is past due date and requires collection action
  • Pending: Bill generated but not yet delivered
  • Voided: Bill has been cancelled or voided
  • Colors provide quick visual identification of bills requiring attention

Platform URL - https://platform.bynry.com/bx

Individual Bill Access and Actions

Q13: How do I view detailed information for a specific bill? A: To view detailed bill information:

  • Locate the bill in the listing using search or filters
  • Click the "View" icon (eye symbol) in the Actions column
  • A detailed view opens showing:
    • Complete customer information
    • Line-by-line charge breakdown
    • Meter reading details and consumption calculation
    • Payment history and current balance
    • Status change history
    • Any adjustments or exceptions applied
  • The detailed view may open in a modal window or separate page

Platform URL - https://platform.bynry.com/bx

Q14: How do I download bills for customers or auditing purposes? A: To download individual bills:

  • Locate the specific bill in the listing
  • Click the "Download" icon (arrow symbol) in the Actions column
  • Select your preferred format:
    • PDF: For customer delivery or formal documentation
    • CSV: For data analysis or importing into other systems
  • The download begins automatically
  • Downloaded bills maintain all formatting and legal compliance requirements
  • Large bills may take a few moments to generate

Platform URL - https://platform.bynry.com/bx

Q15: Can I download multiple bills at once? A: Yes, batch downloading is supported:

  • Select multiple bills using the checkboxes in the first column
  • Click the "Batch Actions" or "Export Selected" button
  • Choose your export format and options
  • Select which data fields to include in the export
  • Confirm the export to generate and download the file
  • You'll receive a notification when the export is complete
  • Large exports may be sent via email for better performance

Platform URL - https://platform.bynry.com/bx

Bill Status and Payment Tracking

Q16: How do I track bill payment status and history? A: To track payment status:

  • Review the Status column in the main bill listing for quick overview
  • Click "View" on specific bills to see detailed payment history
  • Use filters to identify bills by payment status
  • Sort by status to group similar bills together
  • Set up alerts for overdue bills (if available)
  • Monitor trend indicators on the dashboard for payment pattern changes
  • Export payment reports for detailed analysis

Platform URL - https://platform.bynry.com/bx

Q17: How do I identify bills that require immediate attention? A: To identify priority bills:

  • Look for red status indicators (Overdue bills)
  • Filter by "Overdue" status to see all past-due accounts
  • Sort by "Generated Date" to find oldest unpaid bills
  • Use amount filters to identify high-value overdue bills
  • Review Partially Paid bills that may need follow-up
  • Check dashboard metrics for unusual trends requiring investigation
  • Set up saved filters for "High Priority Bills" for quick access

Platform URL - https://platform.bynry.com/bx

Q18: How are bill status changes tracked and recorded? A: Bill status tracking includes:

  • Automatic updates: Status changes from integrated payment systems
  • Audit trail: Complete history of all status changes with timestamps
  • User tracking: Records which user made manual status updates
  • Real-time updates: Status changes reflect immediately in the system
  • Integration points: Automatic updates from delivery and payment systems
  • Historical preservation: Full status history maintained for compliance

Platform URL - https://platform.bynry.com/bx

Reporting and Export Capabilities

Q19: How do I export bill data for analysis or reporting? A: To export bill data:

  • Apply any desired filters to narrow your dataset
  • Click the "Export" button above the bill listing
  • Select export format:
    • CSV: For spreadsheet analysis
    • Excel: For detailed analysis with formatting
    • PDF: For formal reports
  • Choose export scope:
    • All bills (respecting current filters)
    • Selected bills only
    • Current page only
  • Select which columns to include in the export
  • Confirm export and wait for download completion

Platform URL - https://platform.bynry.com/bx

Q20: Can I generate custom reports from the Master Bill Viewer? A: Yes, custom reporting capabilities include:

  • Filter-based reports: Use filters to define report scope
  • Column customization: Select specific data fields for reports
  • Scheduled exports: Set up regular automated reports (if available)
  • Summary reports: Include dashboard metrics in exports
  • Trend analysis: Export data with historical comparisons
  • Compliance reports: Pre-configured formats for regulatory requirements
  • Contact your administrator for advanced reporting features

Platform URL - https://platform.bynry.com/bx

Q21: What data is included in exported bill reports? A: Exported reports can include:

  • Invoice numbers and billing identifiers
  • Customer information (name, account number, address)
  • Billing period and cycle information
  • Consumption data and meter readings
  • Detailed charge breakdowns
  • Payment history and current balances
  • Status information and change history
  • Generation and due dates
  • Any custom fields configured for your utility

Platform URL - https://platform.bynry.com/bx

Troubleshooting and Performance

Q22: What should I do if the bill listing loads slowly or shows errors? A: For performance issues:

  • Check your internet connection stability
  • Try reducing the date range of your search to limit data volume
  • Clear your browser cache and cookies
  • Simplify complex filter combinations
  • Contact technical support if issues persist
  • Report consistent slow performance with specific filter combinations
  • Consider using more specific search criteria to reduce result sets

Platform URL - https://platform.bynry.com/bx

Q23: How do I handle discrepancies between bill viewer data and other reports? A: To resolve data discrepancies:

  • Verify you're comparing the same time periods and filter criteria
  • Check if different reports use different data sources or calculation methods
  • Confirm that filters are applied consistently across systems
  • Review the timestamp of data refresh to ensure you're viewing current information
  • Document specific examples of discrepancies with screenshots
  • Contact technical support with detailed discrepancy information
  • Use the audit trail to verify when data was last updated

Platform URL - https://platform.bynry.com/bx

Q24: What should I do if I can't find a specific bill that should exist? A: When bills are missing:

  • Verify search criteria and remove any restrictive filters
  • Check if the bill might be in a different status than expected
  • Search using different criteria (account number vs. customer name)
  • Verify the billing period or cycle you're searching within
  • Check if the bill might have been voided or cancelled
  • Contact the billing generation team to confirm the bill was created
  • Review audit logs to track bill generation and any subsequent changes

Platform URL - https://platform.bynry.com/bx

Advanced Features and Analytics

Q25: How can I identify billing patterns or anomalies using the Master Bill Viewer? A: To identify patterns and anomalies:

  • Use trend indicators on dashboard metrics to spot unusual changes
  • Filter by high consumption amounts to identify potential meter issues
  • Sort by billed amount to find unusually high or low bills
  • Filter by generation date to identify seasonal patterns
  • Compare Actual vs. Non-Actual bill ratios to spot meter reading issues
  • Export data for detailed analysis in external tools
  • Use saved filters to regularly check for specific anomaly patterns

Platform URL - https://platform.bynry.com/bx

Q26: How do I use the Master Bill Viewer for customer service inquiries? A: For customer service use:

  • Search using the customer's account number or name
  • Review the complete billing history for the customer
  • Check payment status and outstanding balances
  • Download the specific bill the customer is asking about
  • Review status history to understand any delivery or payment issues
  • Check for any adjustments or exceptions applied to the account
  • Use detailed view to explain charges and calculations to customers

Platform URL - https://platform.bynry.com/bx

Q27: How can I monitor collection and payment performance using the viewer? A: For collection monitoring:

  • Review Outstanding Amount trends on the dashboard
  • Filter by "Overdue" status to identify collection priorities
  • Sort by amount to prioritize high-value collection activities
  • Monitor Late Fees trends to assess collection effectiveness
  • Use Partially Paid filters to identify accounts needing follow-up
  • Export overdue bill lists for collection team distribution
  • Track payment status changes over time

Platform URL - https://platform.bynry.com/bx

System Integration and Data Accuracy

Q28: How does the Master Bill Viewer integrate with other Smart360 modules? A: Integration capabilities include:

  • Real-time data: Automatic updates from billing generation processes
  • Payment integration: Live status updates from payment processing
  • Customer management: Direct links to customer profiles and account details
  • Consumption data: Integration with meter reading and consumption modules
  • Template management: Bills reflect current template configurations
  • Collection systems: Automatic flagging and status updates for overdue accounts

Platform URL - https://platform.bynry.com/bx

Q29: How can I verify the accuracy of billing calculations shown in the viewer? A: To verify billing accuracy:

  • Use the detailed view to review line-by-line charge calculations
  • Compare consumption amounts with meter reading records
  • Verify rate applications match the customer's rate classification
  • Check billing period dates align with meter reading dates
  • Review any adjustments or exceptions applied to the bill
  • Cross-reference with original meter reading data
  • Contact technical support for calculation verification tools

Platform URL - https://platform.bynry.com/bx

Q30: How is historical bill data maintained and for how long? A: Historical data maintenance:

  • Retention period: Minimum 7 years of historical bill data access
  • Archive system: Older bills may be archived but remain accessible
  • Data integrity: Historical bills maintain original formatting and calculations
  • Audit compliance: Full audit trail preserved for regulatory requirements
  • Performance optimization: Archived data may have slightly longer access times
  • Backup systems: Regular backups ensure data preservation and recovery capability

Platform URL - https://platform.bynry.com/bx

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