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| ====Bill Control==== | | ====Bill Control==== |
− | The bill control has two parts: the [[Bills Page#invoice list|invoice list]] and the [[Ellserve:Bills#invoice details panel|invoice details panel]] | + | The bill control has two parts: the [[Bills Page#invoice list|invoice list]] and the [[Bills Page#invoice details panel|invoice details panel]] |
| =====Invoice List===== | | =====Invoice List===== |
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Revision as of 10:07, 3 October 2013
The Bills page allows access to details of individual invoices.
Controls
General-purpose Graph
A general-purpose chart is sited at the top of the bills page.
Object type
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- Chart
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Purpose
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- This charting control is configured to allow in-session access to date range, graph type and data values to allow flexible charting of any data relating to the invoices being inspected.
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Parent - Standard Configuration - Home
Bill Control
The bill control has two parts: the invoice list and the invoice details panel
Invoice List
Object type
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- Invoice list
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Purpose
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- To provide fast access to any invoice in Ellserve.
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Defaults
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- Reporting interval
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- Last 2 months
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- Invoice status
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- Do not show retired invoices
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Configurable in session
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- Invoices status
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Feature
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Description
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- Date range selector
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- Only invoices an invoice date with the selected range are displayed.
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- Off-Screen Entry Selector
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- A set of numbered buttons, each representing a sub-page containing the selected number of currently off-screen invoices.
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- Download invoices to csv file
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- Download all individual invoices lines, for the listed invoices to be downloaded to a text (csv) file.
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- Show/hide retired invoices
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- Toggles invoice list to include or exclude details of retired invoices.
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- Invoice Search
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- Allows the current set of invoice entries to be filtered by a search string. Search takes place across all fields in the invoice line and is applied with each character is typed.
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- Count of Entries
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- Shows a count of the individual invoices currently accessible (updated as searches are applied).
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- Sortable Columns
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- Columns with a pale grey double headed arrow on the right margin of the column header cell are sortable. A single click in the header cell sorts the invoices in ascending order by the contents of the column. A second click re-sorts in descending order. The list can only be sorted by one column at a time. Currently applied sorts are indicated with a single dark grey arrow head (down = descending order, up = ascending).
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- Invoice Selection
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- Clicking anywhere in a row in the invoice list (which will be highlighted as the mouse moves over it) will cause the individual invoice to be displayed din the invoice details panel.
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Parent - Standard Configuration - Home
Invoice Details Panel
Object type
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- Invoice list
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Purpose
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- To display individual invoice details.
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Configurable in session
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- None
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Feature
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Description
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- Invoice header block
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- Description of accounts:
- Account identifier (account name)
- Billing address (description)
- Invoice date
- Invoice number (Retailer invoice ID)
- Ellserve invoice ID
- Retailer
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- Charge Summary
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- Total invoice charges
- Prompt payment (where applicable)
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- ICP description
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- Site address
- ICP (connection) ID
- Consumption period (start/end date)
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- Meter readings
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- Meter ID
- Previous reading
- Latest (current) reading
- Reading type
- Multiplier
- Units consumed
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- Individual Invoice Tariff lines
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- Tariff name
- Tariff consumption
- Tariff rate
- Tariff charge
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Parent - Standard Configuration - Home
Notes Browser
Object type
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- Notes Browser
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Purpose
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- To allow viewing and editing of notes (e.g. meter notes) associated with an account or invoice.
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Configurable in session
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- None
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Parent - Standard Configuration - Home