Billing Reports

The Billing reports help users get information about the bills they have received from the suppliers. Most Utilidex customers receive energy bills from a supplier as EDI files sent every month. In some cases, the billing may be quarterly or less frequent. One of the challenges faced by many customers is that the number of files can be quite large. Some of our customers receive tens of thousands of bills each month. 

There are four billing reports that are available and can be selected in the reporting section as shown in the below screen capture:
  1. Supplier Invoice
  2. Hub Invoice
  3. Supplier Invoice (invoice date)
  4. Hub Invoice (invoice date)
  5. Friendly Name Details


Supplier Invoice

The supplier invoice report contains all the information received in the Billing EDI files. You can download either the summary or detailed report, or both combined which will load into a XLS file.  Please note that you can now select multiple groups in the filter. 



As the name suggests, the Summary sheet contains a summary of all the EDIs received for all of the bills from the supplier(s) that match the specified filter criteria. 



The detailed sheet, on the other hand contains all of the details that have been received for all the bills from the supplier(s) that match the specified filter criteria.



 

Supplier Invoice (invoice date)

The supplier invoice report (invoice date) contains the same information as the Supplier Invoice report but it is sorted by the invoice date instead of the Customer/Site name. 
 

Hub Invoice

The Hub Invoice report contains all the information from the shadow bill generated by Utilidex Energy.Hub based on the meter data received. You can download one or both of the summary and detail information reports in the downloaded XLS.  


As the name suggests, the Summary sheet contains the summary of the shadow bills generated by Utilidex Hub based on the meter data received. 



As the name suggests, the Detail sheet contains the detail of the shadow bills generated by Utilidex Energy.Hub based on the meter data received. 



 

Hub Invoice (invoice date)

The Hub Invoice report (invoice date) contains the same information as the Hub Invoice report but is sorted by the invoice date instead of the Customer/Site name. 

Friendly Names Details

Suppliers use technical names in EDI files that are often not easy to understand for business users. The Friendly Names Details report maps the names of the components in the EDI files and their user friendly names. 


The report has only one sheet which contains the Supplier Name, the EDI Charge Name, a user friendly name and the grouping category for the charge.