Utility Bills and Accounts

Utility Tracking organizes data in three layers: a Utility Provider (the utility company) has one or more Utility Accounts (your account with that provider), and each account accumulates Utility Bills over time.

Accounts and sub-accounts

An account tracks an account number and a nickname for easy reference. If your provider consolidates multiple locations onto one bill, an account can have sub-accounts, so a single consolidated bill can still be broken out by what it actually covers.

What's on a bill

A Utility Bill tracks:

• Service period — the start and end date the bill covers, plus a bill cycle date.
• Total Bill Amount, broken into consumption charges, demand charges, late fees, taxes, and other charges.
• Consumption and demand for the utility type(s) on the bill, in the appropriate units (like kWh for electric).

A single bill can cover more than one utility type at once — for example, a combined electric-and-gas bill — with consumption and charges split out per service.

How bills get entered

Bills can be added to FMX in a few ways:

• Manual entry — typing or pasting values in directly.
• Bulk upload — importing many bills at once from a spreadsheet template.
• Email forwarding — bills sent to an approved email address are picked up automatically.
• Automatic extraction — FMX can read values off an uploaded bill (like a PDF) rather than requiring manual entry, and can be reprocessed if the initial read needs correcting.

Review status

A bill's status — Needs Review, Pending Review, Missing Data, or Active — reflects where it is in getting validated, not a business approval workflow. A newly discovered account or an incomplete bill will show up flagged for review until someone confirms the details.