What is waiting for review?
Read instructions in Review with their owners, amounts and counterparties.
- Electricity Billing System
- Reports and analytics
Reports for the questions your team asks
Read instruction, provider and reconciliation evidence by scope.
Overview×
Electricity Billing System · Overview
Electricity Billing System dashboard
This quarter
Meter bill runs in view
6Total initial deposit usd
3,870Draft
2Submitted
1Accounting documents by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 26 | ||
| Review | 13 | 50% | |
| Authorized | 8 | 62% | |
| Submitted | 6 | 75% |
Amount USD by status
Sample totals per stage
Questions to answer
What did the provider confirm?
Compare submitted and pending instructions with confirmed ones and their provider identifiers.
Which applications remain open?
Group provider account applications by status and organization.
Where did cash fail to match?
Review unmatched or exception movements by account, document and event identifier.
Which actions need investigation?
Read failed and needs-review operation receipts with their recorded reason.
From Independent review
More reports
Instruction pipeline List
Document amounts and counts by organization, counterparty and exact status.
Review decisions by reviewer List
Decisions, reasons and decision dates by reviewer and parent instruction.
Provider outcomes List
Submitted, pending and confirmed instructions with provider identifiers and amounts.
Account application outcomes List
Applications by organization, status, applicant and provider application identifier.
Cash matching exceptions Grouped
Unmatched and exception movements grouped by account and linked document.
Provider balances over time List
Ledger and available balances for each account on each snapshot date.
Operation discrepancies List
Failed and needs-review receipts by action, occurrence date and failure reason.
Evidence by instruction Grouped
Receipts, attachments and decisions grouped under each parent document.
Set up Electricity Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.