Compare the first bill with the contract
ActaFlow compares prices, fixed charges and periods on the first bill with the accepted terms and prepares a request for clarification.
The request
Compare the first bill with the signed terms and prepare the differences 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 contract and billSelect the documents for the same POD or PDR and indicate the line items disputed by the client.
- Read prices and periodsActaFlow reads pricing formulas, charges, quantities and period, with references to the documents.
- Line up the comparable itemsActaFlow compares period and unit of measure and separates out recalculations and missing data.
- Verify the differencesThe broker checks formulas, charges and periods and confirms which differences require clarification.Manager check
- Prepare the request for clarificationActaFlow summarises the confirmed observations and indicates the invoices and clauses to re-read.
Items lined up
Prices and charges appear with period, unit of measure and the document they were read from.
Recalculations separated out
The components that require a separate check remain identifiable in the statement.
Precise questions for the supplier
The draft indicates the invoiced item and the contractual condition to be clarified.
How you set up the automation
ActaFlow reads pricing formulas, charges, quantities and period, with references to the documents. The broker checks formulas, charges and periods and confirms which differences require clarification.
What you need
- Accepted commercial terms and supply confirmation
- First bill, full detail
- Change communications and the client's query
Upload contract and bill
Select the documents for the same POD or PDR and indicate the line items disputed by the client.
Read prices and periods
ActaFlow reads pricing formulas, charges, quantities and period, with references to the documents.
Line up the comparable items
ActaFlow compares period and unit of measure and separates out recalculations and missing data.
Verify the differences
The broker checks formulas, charges and periods and confirms which differences require clarification.
Prepare the request for clarification
ActaFlow summarises the confirmed observations and indicates the invoices and clauses to re-read.
Describe the work. AI helps you prepare your workflow.
Loading chat…
Free demo. Use example data without confidential information.
Frequently asked questions
Is it enough to compare the total on the bill?
Quantities, components and periods are needed. Taxes and recalculations can make the total differ from the expected energy price alone.
Does ActaFlow determine whether the seller made a mistake?
ActaFlow prepares the statement. The energy broker checks the data and decides which observations to raise with the seller.
Which terms should I use to check the first bill?
Upload the terms actually accepted, the supply confirmation and the full itemised bill. Add any change notices relevant to the period.
Can the statement separate recalculations and part-period charges?
Ask for these components to be distinguished and for periods and units of measurement to be set side by side. The energy broker must verify the formulas and apportionments before raising observations with the seller.
Check a first bill
Upload the invoice and accepted terms and ask for the items to be compared.