Manage Portfolios

When an Account is created, it is assigned to a Portfolio, therefore there must be at least one Portfolio in Sigma.

The Portfolio also links to a Validation Group. The Validation Group holds the Validation Rules for the assigned Portfolio. The Validation Rules include specified Validators and any tolerances.

Manage Accounts

A set up sub pages going through how to Manage Accounts, Add Accounts manually and in bulk, Right click options, Change Account Numbers and Suppliers etc

Manage Validation Rules

Validation Check Groups are set up using Manage Validation Rules Page and define which Validators are included in the Group, and any parameters or percentages for certain Validators.

Manage Charge Finders

Manage Queries

Queries can be added to Sigma for a Site, Meter, Account or Invoice. Once a Query has been created, it can be updated and resolved. There is a Report in Report Wizard and Widgets can be added to Dashboards.