> ## Documentation Index
> Fetch the complete documentation index at: https://nectarclimate.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Inventory FAQ

> Troubleshooting bills, accounts, meters, and record-level data issues.

Use this page to troubleshoot record-level problems in **Data Inventory**.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="I cannot open a record from a shared URL. Why?">
    Deep links can fail if the ID is invalid, the record was removed, or you are in the wrong company
    context. Open the entity from the table list and verify the selected company.
  </Accordion>

  <Accordion title="The bill preview says &#x22;Document not available.&#x22; What should I do?">
    Retry from the bill detail view, then open/download the raw file if available. If the issue
    persists, report the bill ID to support.
  </Accordion>

  <Accordion title="Why do line items not match total charges?">
    Line items may not sum to the bill total for several reasons:

    * **Taxes and surcharges** are sometimes extracted as separate line items but also included in the total — check for double-counting
    * **Credits or adjustments** may appear as negative line items that offset the gross total
    * **Rounded values** — individual line items may be rounded differently than the utility's own total
    * **Partial extraction** — some charges (especially footnoted fees) may not have been captured

    To reconcile: open the [bill detail](/docs/platform/data-inventory/bill-detail) Charges tab, compare each category against the original PDF (use the **Original** preview), and edit individual line items as needed. Nectar automatically recomputes the bill total from line items after edits.

    If line items are systematically wrong for a specific utility, use [Reprocess with feedback](/docs/platform/data-input/upload-detail#reprocess-with-feedback) and describe the pattern so future extractions improve.
  </Accordion>

  <Accordion title="What do the charge categories on a bill mean?">
    Nectar organizes charges into standard categories extracted from your bills:

    | Category                 | What it includes                                                    |
    | ------------------------ | ------------------------------------------------------------------- |
    | **Supply charges**       | The cost of the commodity itself (energy generation, gas supply)    |
    | **Delivery charges**     | Transmission and distribution fees to transport energy to your site |
    | **Demand charges**       | Fees based on your peak power draw (kW) during the billing period   |
    | **Tax charges**          | Sales tax, utility tax, and government-mandated surcharges          |
    | **Interest / late fees** | Penalties for overdue balances                                      |

    Not every bill has all categories — some utilities combine supply and delivery on one line, others break them into dozens of sub-charges. The Charges tab on each bill shows the full hierarchy. See [Cost allocation](/docs/platform/methodology/cost-attribution) for how multi-meter bills are split.
  </Accordion>

  <Accordion title="How can I verify that extraction was accurate?">
    Open the [bill detail](/docs/platform/data-inventory/bill-detail) page and compare side-by-side:

    1. **Preview the original** — click **Original** to view the source PDF as uploaded
    2. **Check key fields** — compare service dates, total charges, usage amounts, and meter/account numbers against the PDF
    3. **Review line items** — the Charges tab shows every extracted charge; verify descriptions and amounts match

    If something is wrong:

    * **Single field off** → edit it directly on the bill detail page
    * **Multiple fields wrong** → use [Reprocess with feedback](/docs/platform/data-input/upload-detail#reprocess-with-feedback) and describe what Nectar should look for
    * **Recurring pattern** (same utility always misses a charge type) → email [support@nectarclimate.com](mailto:support@nectarclimate.com) with the company name and 2–3 example bill IDs so the extraction can be improved globally
  </Accordion>

  <Accordion title="Why can I not reveal stored utility credentials?">
    Credential visibility is permission-gated. Use reconnect/update flows if you do not have the
    required role, or ask an authorized admin to perform the action.
  </Accordion>

  <Accordion title="A meter or account appears duplicated. How do I resolve it?">
    Review identifiers on both records — open the bill PDFs and compare the numbers. Use this decision tree:

    1. **Same physical device, same collection source** (e.g., identifier printed differently on two bills) → **Merge meters**. All usage data combines onto one meter. Requires same account and utility type.
    2. **Same physical device, different collection sources** (e.g., one meter from an online connection, another from uploads covering a different date range) → **Merge meters**. Usage from both sources combines chronologically with no overlap issues.
    3. **Same physical device, overlapping data** (e.g., supplier meter and LDC meter both reporting the same kWh for the same months) → **Mark as duplicate**. This excludes one from analytics without deleting data. Reversible at any time.
    4. **Different physical devices** that happen to share a similar identifier → Neither action needed. Add a distinguishing identifier or rename the meter to clarify.

    **Impact of merging on cost data:** After a merge, all historical cost allocations recompute using the combined meter's usage. Analytics and exports retroactively reflect the merged state. Merge is irreversible — verify in the merge preview before confirming.

    See [Handling duplicate meters](/docs/platform/data-inventory/meter-detail#handling-duplicate-meters) and [Merging meters](/docs/platform/data-inventory/meter-detail#merging-meters) for the full workflows.
  </Accordion>

  <Accordion title="Why did my meter's primary ID change?">
    The Primary ID is not a separate fixed name — Nectar **selects** it from the identifiers stored
    on that meter. Your [account](/docs/platform/data-inventory/account-detail) can define which identifier
    **types** to prefer (primary and secondary). If you **add or edit an identifier**, change those
    account settings, or a new bill supplies a value for a preferred type, the Primary ID can update
    even though it is the same meter. Set a [Display ID](/docs/platform/glossary#display-id) if you want a stable label
    in lists that does not follow identifier resolution. See [Primary ID](/docs/platform/glossary#primary-id)
    in the glossary for the full definition.
  </Accordion>

  <Accordion title="Why are usage units inconsistent across records?">
    Utility source data and commodity types can differ by provider. Standardized analytics fields may
    differ from raw bill values; check both when reconciling.
  </Accordion>

  <Accordion title="Where should I troubleshoot missing records first?">
    Check [Data Input FAQ](/docs/platform/data-input/faq) for collection issues, then
    [Data Quality FAQ](/docs/platform/data-quality/faq) for validation and completeness gaps.
  </Accordion>

  <Accordion title="How do I merge two meters that represent the same physical device?">
    On **Data Inventory > Meters**, select the rows (same account required), choose **Merge meters**, and
    complete the merge preview. If you only need to exclude a duplicate from reporting, **Mark as
    duplicate** may be faster—see [Meter detail](/docs/platform/data-inventory/meter-detail).
  </Accordion>

  <Accordion title="Why does the entity search show “preview” and “open in new tab” actions?">
    Selectors and compact pickers let you verify the right bill, account, or meter before you commit.
    Preview opens the sheet; open in new tab jumps to the full page—useful when filling forms or
    reconnect flows.
  </Accordion>

  <Accordion title="Where do in-app notifications appear?">
    Product notifications use the **Notifications** inbox in the sidebar (bell). Email and other channels
    are configured separately under [Personal settings](/docs/platform/settings/personal-settings). The inbox is
    for messages generated inside the platform, not for raw utility email forwarding.
  </Accordion>

  <Accordion title="How do I rename a meter, account, or connection?">
    Open the record and click **Edit**. For meters, set **Display ID**; for accounts and connections,
    set **Name**. Leave the field blank to show the usual derived label again (Primary ID, account
    number, or utility provider name). These labels are for display only — they do not change bill
    matching. See [Display ID](/docs/platform/glossary#display-id) and [Name](/docs/platform/glossary#name).
  </Accordion>

  <Accordion title="The Primary ID column shows the wrong identifier. How do I change it?">
    The Primary ID is controlled by the account's **Primary identifier** setting. Open
    **Data Inventory > Accounts**, find the account, click **Edit**, and set **Primary identifier** to the
    type you want (e.g., "Meter" for meter serial numbers). See
    [Controlling which identifier is displayed](/docs/platform/data-inventory/meter-detail#controlling-which-identifier-is-displayed).
  </Accordion>
</AccordionGroup>

## Related data inventory docs

<CardGroup cols={2}>
  <Card title="Data inventory overview" icon="book-open" href="/docs/platform/data-inventory/overview">
    Main entry point for browsing bills, accounts, and meters.
  </Card>

  <Card title="Bills" icon="file-invoice-dollar" href="/docs/platform/data-inventory/bills">
    Processed document records and bill-level detail.
  </Card>

  <Card title="Accounts" icon="building" href="/docs/platform/data-inventory/accounts">
    Utility accounts and their meter relationships.
  </Card>

  <Card title="Meters" icon="gauge" href="/docs/platform/data-inventory/meters">
    Meter-level usage history and identifiers.
  </Card>
</CardGroup>