Reconstruct a balancing statement
Upload bills and readings. ActaFlow reconstructs the recalculated periods and prepares the statement for review before requesting clarification.
The request
Sort the bills and meter readings for the billing adjustment. Prepare a statement of the recalculated periods for me to check.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload bills and readingsSelect the billing adjustment documents and any communications already received.
- Sort the readingsActaFlow lists the date, reading type, consumption and invoice in a timeline.
- Link charges and recalculationsActaFlow sets billed periods, recalculations and credit notes side by side and flags any missing documents.
- Check the reconstructionThe energy broker verifies readings, periods and amounts and confirms the points to be clarified.Manager check
- Prepare the query to the supplierActaFlow drafts the text based on the confirmed points and prepares the index of attachments.
Readings in date order
The timeline distinguishes estimated and actual readings according to the indications in the documents.
Periods linked to invoices
The statement shows which bills relate to each recalculated period.
Attachments for requesting clarifications
The draft references invoices, readings and responses already received.
How you set up the automation
ActaFlow lists the date, reading type, consumption and invoice in a timeline. The energy broker verifies readings, periods and amounts and confirms the points to be clarified.
What you need
- Billing adjustment bill and relevant previous invoices
- Available readings with date and type
- Complaints, responses and credit notes already received
Upload bills and readings
Select the billing adjustment documents and any communications already received.
Sort the readings
ActaFlow lists the date, reading type, consumption and invoice in a timeline.
Link charges and recalculations
ActaFlow sets billed periods, recalculations and credit notes side by side and flags any missing documents.
Check the reconstruction
The energy broker verifies readings, periods and amounts and confirms the points to be clarified.
Prepare the query to the supplier
ActaFlow drafts the text based on the confirmed points and prepares the index of attachments.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Can I also use photos of self-readings?
You can provide legible images and the date of the reading. The broker must verify which supply they belong to and whether they were communicated to the supplier.
Does ActaFlow send the complaint?
This example prepares the statement and the draft. The contact checks the text, attachments and channel before any sending.
Are the invoices prior to the adjustment also needed?
Upload the invoices relevant to the period, the readings with date and type, and any available credit notes. Add complaints and responses to link the clarifications to the correct documents.
Does the timeline prove that the adjustment is wrong?
The timeline helps reconstruct readings, periods and amounts. The broker must check the statement and the cause of the differences before preparing a request for clarifications.
Reconstruct an adjustment
Gather the invoices concerned and the available readings.