Review utility bills
This page helps reviewers inspect utility bill results before the data feeds reporting and exports. Use it when a document is ready for review, has open issues, or needs a field corrected against the source PDF.
Before you start
- You need Utility Manager access for the active organization.
- The document must have parsed bill data or review units available.
- Keep the source PDF visible in the drawer when checking uncertain fields.
Open a review target
From Utility Bills, select Review on a ready document. From Utility Data or Utility Reporting, use the row or invoice drilldown action to open the same review drawer.
Check component rows
When a document has multiple components, review the table view first. Confirm component names, activity type, source invoice label, usage dates, native usage, native UOM, component totals, and facility assignment.
Inspect evidence
Select a field or source-backed cell to highlight the matching area in the PDF when evidence is available. Use semantic and OCR confidence as review signals, not as automatic approval.
Save changes
Edit supported fields directly in the review table or cards, then select Save for the dirty row. Use Discard if the draft change is wrong.
What happens next
Saved edits update the active utility record and the related review state. Verified records show Verified in Utility Data, while unverified or issue-flagged rows remain visible for follow-up.
If you do not see this option
A document may still be processing, may have failed, or may not contain a parsed bill. Users with read-only access may be able to view extracted data but not save corrections.
Troubleshooting
- Review unavailable: wait for parsing to complete or queue a reprocess from Utility Bills.
- Editing verified bill: decide whether to continue editing or cancel; verified records should be changed deliberately.
- Missing PDF highlight: the field may not have source evidence, but you can still compare the displayed value to the document.