Viewing Financial History

To answer customer inquiries, or determine how to best service a customer, you might need to view information about the account's billing and payment history. To view financial history, you must select a billing account on the Billing tab. You can then view payment, bill, and adjustment history for the billing account.

By default, all financial history records are displayed in the Financial History list. You can use the filter fields above the list to narrow the results to the type of record or to a specific date range. To view details about a record, click on the hyperlink in the Transaction Type column.

View Financial History Details

To view financial history details:

  1. Access the billing account you want to view.
  2. Search for and locate a financial history record in the Financial History section. To locate a specific record, you can use the following filters:
    • All activity
    • Bills
    • Payments
    • Adjustments
    • Date Range: By default, the financial history date range is set to "All time" and includes all financial history through the configured range. To specify a custom date range, click on the Calendar, click Select Custom Date, enter your date range and then click Submit.

      Note:

      The range available for viewing is determined by the Historical Data Range Profile Option set by your utility. By default, the Historical Data Range is set to allow you to view 3 years of data.
  3. The system updates to records in the list to reflect your filter selections.
  4. Click on the hyperlink in the Transaction Type column.
  5. The system displays one of the following drawers on the right side of the screen, depending on the transaction type of the selected record:
    • Payment drawer
    • Adjustment drawer
    • Bill drawer
  6. Review the financial information, then close the drawer by clicking the X at the top.
  7. Continue on to one of the next topics to understand the detailed information in the drawers.

Topics in this section include:

Parent topic: Using the Billing Tab

Viewing Payment Details

To answer customer inquiries, or determine how to best service a customer, you might need to view detailed information about a specific payment that was made. You can access payment history details from the Billing tab.

To view payment details:

  1. Access the billing account associated with the payment you want to view.
  2. Click on a payment record in the Financial History section.
  3. The system displays the Payment drawer on the right side of the screen, which includes:
    • Payment Tender
    • Payment ID
    • Payment Amount
    • Payment Status
    • Payment Date
    • Payment Method
    • Payment Segment Distributions
    • Payment Segment cards
  4. To close the Payment Detail drawer, click the X at the top.

Parent topic: Viewing Financial History

Viewing Adjustment Details

To answer customer inquiries, or determine how to best service a customer, you might need to view detailed information about a specific adjustment. You can access adjustment details from the Billing tab.

To view adjustment details:

  1. Access the billing account associated with the adjustment you want to view.
  2. Click on an adjustment record in the Financial History section.
  3. The system displays the Adjustment drawer on the right side of the screen, which includes:
    • The status and title of the adjustment
    • Adjustment ID
    • Adjustment Date
    • Bill ID
    • Amount
    • Status
    • Last Bill Issued
    • Adjustment Type
    • Premise
    • Service Agreement
    • Financial Details
  4. To close the Adjustment drawer, click the X at the top.

Parent topic: Viewing Financial History

Viewing Bill and Bill Segment Details

To answer customer inquiries, or determine how to best service a customer, you might need to view detailed information about a specific utility bill. You can use the following methods to access bill and bill segment details from the Billing tab:

  • Click on a bar in the Billing History chart.
  • Click View Bill in the Current Balance card of the Billing Highlights section.
  • Click on a bill record in the Financial History section.

After you select a bill, you can see detailed information about the bill as a whole, and you can select individual bill segments to view more granular detail. If there are fewer than 10 bill segments on a bill, each segment is listed. If there are 10 or more segments, the system groups the segments by service type. You can click on a segment or group of segments to see the detailed information.

View Bill and Bill Segment Details

To view bill and bill segment details:

  1. Access the billing account associated with the bill you want to view.
  2. Complete one of these actions to access bill details:
    • Click on a bar in the Billing History chart.
    • Click View Bill in the Current Balance card of the Billing Highlights section.
    • Click on a bill record in the Financial History section.
  3. The system displays the Bill drawer on the right side of the screen, which includes:
    • Bill Issued Date
    • Bill ID
    • Bill Due Date
    • Bill Period
    • Number of Days in Period
    • Previous Balance
    • Total Payments
    • Total Adjustments
    • Total Current Billing Charges
    • Ending Balance for This Period
    • A card for each bill segment, or group of bill segments, included in the bill.
  4. To view details about the bill segments included in the bill, click on a bill segment or bill segment group card. If there are more than 10 bill segments in the selected bill, the system groups the bill segments by service type, and displays segment group card instead of individual bill segment cards.
  5. The system displays the Bill Segment drawer, which includes a search bar and a card for each of the selected bill segments. Information on the cards includes:
    • Bill Segment Name
    • Bill Segment ID
    • Status
    • Premise Address
    • Current Amount
    • Rate Plan Code
    • Service Quantity
    • A detailed list of the bill segment calculations
  6. Use the search bar to locate and view other bill segments. Note that if you selected a bill segment group to access the Bill Segment drawer, you can only search for bill segments associated with that service type. You can search by address, rate plan, or amount.
  7. Click the bill segment to open the bill segment detail. The system displays:
    • Segment Name
    • Segment ID
    • Premise Address
    • Status
    • Current Amount
    • Rate Plan Code
    • Service Quantity
    • Bill Segment Calculations
  8. To return to the Bill Segment drawer, click the < button at the top.
  9. To return to the Bill drawer, click the < button at the top again.
  10. To close the drawer at any time, click the X at the top.

Parent topic: Viewing Financial History