> ## 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

> Browse and manage all your utility bills, accounts, and meters in one place.

<Tip>
  Need help in this area? See [Data Inventory FAQ](/docs/platform/data-inventory/faq).
</Tip>

The Data Inventory is your central repository for all utility data in Nectar. From here you can browse, search, filter, and manage every bill, account, and meter across your portfolio. Opening **Data Inventory** lands on **Bills**; choose Bills, Accounts, or Meters from the menu.

## Main views

Choose Bills, Accounts, or Meters from the Data Inventory menu (or use the cards below).

<CardGroup cols={3}>
  <Card title="Bills" icon="file-invoice-dollar" href="/docs/platform/data-inventory/bills">
    Browse processed utility bills with charges, usage data, and original documents.
  </Card>

  <Card title="Accounts" icon="building" href="/docs/platform/data-inventory/accounts">
    Manage utility accounts, track billing status, and view associated meters.
  </Card>

  <Card title="Meters" icon="gauge-high" href="/docs/platform/data-inventory/meters">
    View physical utility meters, usage history, and identifier mappings.
  </Card>
</CardGroup>

## Common table features

All three views share a consistent table interface with the following capabilities:

| Feature                  | Description                                                                                                 |
| ------------------------ | ----------------------------------------------------------------------------------------------------------- |
| **Filtering**            | Narrow results by site, utility type, date range, connection, status, and more                              |
| **Sorting**              | Click any column header to sort ascending or descending                                                     |
| **Column customization** | Show or hide columns to focus on the data you need                                                          |
| **Row click**            | Click any row to open a detail page or a slide-out sheet with a quick preview                               |
| **Bulk actions**         | Select multiple rows to export. **Delete** is available on bills only. Accounts also support track/untrack. |

## Filtering

Open the filter bar above any table to narrow results. Each view offers filters relevant to its records — for example, site, utility type, date range, connection, and status. Filters can be combined, appear as removable chips, and are preserved in the page URL so you can bookmark or share a filtered view.

### Location filters

The **Street**, **Zipcode**, and **Country** filters are available on the Bills, Accounts, Meters, and [Sites](/docs/platform/sites/overview#filtering) tables. Each is a text filter with two match modes:

| Match mode   | Behavior                                                                    |
| ------------ | --------------------------------------------------------------------------- |
| **Contains** | Matches rows whose address includes the text you type. This is the default. |
| **Is**       | Matches only rows whose address value matches exactly.                      |

#### How location filters search related records

A bill, account, or meter doesn't always carry its own address — the address often lives on a [site](/docs/platform/glossary#site) or on the [meters](/docs/platform/glossary#meter) underneath it. So when you filter by location, Nectar looks beyond the row itself and searches the records it's connected to:

| Table        | Where the location filter looks                                        |
| ------------ | ---------------------------------------------------------------------- |
| **Sites**    | The site's own address.                                                |
| **Meters**   | The meter's address and the address of the site it belongs to.         |
| **Accounts** | The addresses on every meter linked to the account and their sites.    |
| **Bills**    | The bill's service address, plus the meters and sites the bill covers. |

A row matches if **any** of its connected records matches. For example, filtering Accounts by `Street = Adelaide` returns an account when any of its meters — or the sites those meters sit on — has "Adelaide" in its street address.

<Note>
  Location filters also scan the full address text, so records that don't yet have a cleanly separated street, zipcode, and country are still found by a matching word or value. Because of this, the **Is** (exact) mode can still match an address line that contains your value rather than equals it.
</Note>

## How changes affect your data

Your data objects are all connected. When you change something in one place, it affects what you see elsewhere.

| What you change                      | What happens                                                                                                                                                |
| ------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Move a meter** to a different site | All of that meter's usage data moves immediately. Analytics for both the old and new sites update right away.                                               |
| **Exclude** a usage data record      | That record leaves usage, emissions, completeness, and usage exports. Bill-level monetary records can still contribute to cost allocation and cost exports. |
| **Edit charges** on a bill           | Cost analytics and cost exports reflect the new values immediately.                                                                                         |
| **Disable tracking** on an account   | Nectar stops collecting new data for that account. Existing data is preserved — nothing is deleted.                                                         |
| **Flag** a bill                      | The bill is excluded from exports by default, preventing questionable data from reaching your downstream systems.                                           |

<Warning>
  Changes take effect immediately in analytics and future exports. Exports you have already
  downloaded are not retroactively updated — they reflect the data as it was at the time of export.
</Warning>

## Related pages

* [Data Input](/docs/platform/data-input/overview) — connections, uploads, and manual entry (plus email and invitations)
* [Data Quality](/docs/platform/data-quality/overview) — review flagged bills and completeness gaps
* [Analytics](/docs/platform/analytics/overview) — visualize inventory data as charts and trends
* [Sites](/docs/platform/sites/overview) — site-centric view of bills, accounts, and meters
* [Glossary](/docs/platform/glossary) — definitions for every entity, field, and concept in Nectar
* [Methodology](/docs/platform/methodology/overview) — how Nectar processes bills and organizes data into meters and sites

## FAQ

<AccordionGroup>
  <Accordion title="What's the difference between an account and a meter?">
    An [**account**](/docs/platform/glossary#account) represents a utility account number — the billing relationship between your
    company and a utility provider. A [**meter**](/docs/platform/glossary#meter) represents a physical metering device at a
    site. One account can have multiple meters, and those meters can sit on different sites. For example, a single
    electric account might cover two meters at different buildings.
  </Accordion>

  <Accordion title="Can I delete bills?">
    Yes. You can delete bills from the bills table using bulk actions (select rows and click
    **Delete**) or from an individual bill's detail page using the **Delete** action in the toolbar.
  </Accordion>

  <Accordion title="How does data get into the inventory?">
    Bills, accounts, and meters are created automatically when data flows through [Data Input](/docs/platform/data-input/overview):
    connections, uploads, and manual entry — plus email connections and invitations. You can also create bills and usage
    data manually from within the inventory.
  </Accordion>
</AccordionGroup>
