> ## 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.

# Issues

> Triage and resolve data quality issues across your portfolio.

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

Navigate to [**Data Quality > Issues and Anomalies > Triage**](https://dash.nectarclimate.com/data-quality/issues) to open the triage inbox — a dedicated workspace for reviewing and resolving data quality issues on your bills and meters. When anomaly detection is on, **anomalies** appear in this same list (see [Anomalies](/docs/platform/data-quality/anomalies)).

## Triage inbox

Use the **Display** toggle for **Individual** (default) or **Grouped**.

The Individual view uses a **split-pane layout**:

* **Left panel** — A scrollable list of findings (issues and, when Kind includes them, anomalies) on bills or meters. Status defaults to **Open**. Each row shows key identifiers, site, and a primary Issue Type badge. Select a row to expand family, headline, and occurrence count.
* **Right panel** — When you select a record, the right panel fills with the full-pane bill document preview (or, for issues about a meter, a meter context view that flips through the bills observed on that meter). A collapsible **context rail** on the right edge shows what the system found, the verdict, a purple **Suggested action** card when one applies, and supporting evidence. The **detail header** shows a severity dot, the issue label, and **Resolution options** — there is no footer dock.

For **Duplicates**, the right pane is a side-by-side document comparison instead of a single bill preview.

When you're elsewhere in the platform (a bill page, a meter page) and an issue applies, an inline alert with a **View** action opens the same investigation in an **Issue sheet** — the same content as the right pane, in a slide-over. If several issues are open, **View** opens a picker first. Resolve from **Resolution Options** in the sheet header.

On eligible issues, **Investigate with agent** opens Agent with that finding already in context. See [Agent](/docs/platform/agent).

## Spotting issues on a row

You don't have to open the triage inbox to see which records have issues. Anywhere bills, usage rows, or meters are listed, a row with an open issue shows an **amber warning triangle** in its actions column. Hover it to see what the issues are; click it to open the investigation. If the row has more than one open issue, clicking gives you a short list to pick from.

The triangle tells you *something on this row may be wrong*. To see *which part*, look for a **dotted amber underline** under the value the issue is about — the usage amount, the billing period, the bill date, or the site or account the record is attached to. Click the underlined value to open that specific issue. An issue that isn't about any single value underlines nothing and shows only the triangle.

<Note>
  The amber triangle is not the same as the [flag](/docs/platform/glossary#flagged-bill) you set by hand.
  Flags use a flag icon and mean "I want to come back to this"; the triangle means Nectar detected a
  problem.
</Note>

Values on a flagged row are still shown. Nectar does not blank out a number because it is uncertain — it shows the number and marks it. What changes is whether that number is counted in analytics; see below.

### Filtering

Use the filter bar at the top to narrow the list (while you have rows checked, a selection bar replaces the filter bar):

* **Status** — Toggle between **Open** (default), **Resolved**, or **All**
* **Kind** — **Issues** or **Anomalies**
* **Type** — Filter by Issue Type family (**Other**, **Low confidence fields**, **Bill quality**, **Duplicates**, **Meter issues**, **Account match**) or, in Individual view, by anomaly type (Usage anomaly, Cost anomaly, Unit price anomaly, Interest charges, Bills after site archived). Grouped view uses Issue Types only.
* **Site**, **Connection**, **Utility Providers**, **Bill date**, **Created date**, and more — add from the **+ Add filter** menu

Grouped view only applies the **Type** filter for the rollup.

## Issue types

Nectar automatically detects these issue details during bill and meter processing. The inbox **Type** filter uses the six families above; the tables below are the detail types. Issues are organized into two flag levels. Flag level is UI tone only — it does **not** decide whether analytics withhold a bill (see [When is data excluded?](#when-is-data-excluded)).

### Action required

These issues need resolution before the data can be trusted. **If the issue is on a bill**, that bill is withheld from analytics until resolved.

| Issue type                    | Description                                                                                                                                        |
| ----------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Potential Duplicate**       | This bill may be a duplicate of another bill in your portfolio.                                                                                    |
| **Potential Usage Duplicate** | Usage data on this bill may duplicate another bill.                                                                                                |
| **Unmatched Account**         | This bill could not be matched to an account.                                                                                                      |
| **No Usage Data**             | This bill has no usage data.                                                                                                                       |
| **Illegible Bill**            | This bill document is too illegible to extract data reliably.                                                                                      |
| **Account/Meter Mismatch**    | Account and meter identifiers do not agree. Contact [support@nectarclimate.com](mailto:support@nectarclimate.com) — there is no self-serve assign. |
| **Other Issue**               | This bill has an issue that requires review.                                                                                                       |

Documents rejected as non-utility at upload never become an Issues inbox type — that status lives on the upload, not here.

### Review and verify

These issues flag inferred or low-confidence values you should verify. **Low Confidence Date** and **Low Confidence Units** still withhold the bill. Site and address issues are meter-anchored and do not withhold.

| Issue type                        | Description                                                                                                                                                                                      |
| --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Low Confidence Container Size** | Container size couldn't be extracted from a bill and defaulted. Tied to the meter when a new meter is created — confirm against connection notes or your team, then update the meter or dismiss. |
| **Low Confidence Date**           | Billing dates were inferred rather than read from the document.                                                                                                                                  |
| **Low Confidence Units**          | Usage units were inferred. Verify they are correct.                                                                                                                                              |

### Meter issues

These issues are about a meter rather than a bill. They surface when a meter's location can't be matched confidently (**Low confidence site match** or **Address mismatch**). Container size lives under **Low confidence fields**, not this family.

| Issue type                    | Description                                                                                                                                                                                            |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Low confidence site match** | The meter was matched to a site with low confidence. Confirm or use **Reassign site**. You can also reassign from [**Data Inventory > Meters**](https://dash.nectarclimate.com/data-inventory/meters). |
| **Address mismatch**          | Extracted address disagrees with the matched site. Confirm, **Reassign site**, or **Edit address**. Not withheld from analytics.                                                                       |

## When is data excluded?

Exclusion is about **totals**, not about what you can see. A bill with an open issue still shows its usage, dates, and allocated cost everywhere you'd normally find them. What's withheld is its contribution to charts, dashboards, and default exports.

Whether that contribution is withheld depends on what the issue is about — not on its "Action required" / "Review and verify" label.

* **Issues about a bill** (for example, a potential duplicate or an unmatched account) withhold that bill's usage and cost from analytics dashboards and exports until the issue is resolved.
* **Issues about a meter** (for example, a low-confidence site match, address mismatch, or low confidence container size) don't withhold anything.

| Issue type                    | Withheld from analytics? |
| ----------------------------- | ------------------------ |
| Potential duplicate           | Yes                      |
| Potential usage duplicate     | Yes                      |
| Unmatched account             | Yes                      |
| No usage data                 | Yes                      |
| Illegible bill                | Yes                      |
| Account/meter mismatch        | Yes                      |
| Other issue                   | Yes                      |
| Low Confidence Date           | Yes                      |
| Low Confidence Units          | Yes                      |
| Low Confidence Container Size | No                       |
| Low confidence site match     | No                       |
| Address mismatch              | No                       |

<Note>
  Data completeness always counts a bill as received, even when it has an open issue. A month can
  therefore show as **complete** in [Data Completeness](/docs/platform/data-quality/completeness) while
  its usage is **withheld** from analytics — resolve the issue to include it in analytics.
</Note>

When you open an analytics view (site, account, meter, or portfolio) where bills are withheld, a banner tells you how many bills are affected. Use **Review bills** to open the inbox filtered to those issues, or **Why?** to jump to this section.

## Resolving issues

Select a record in the left panel to open the investigation in the right panel. The **detail header** shows a severity dot (red for action-required, amber for review-and-verify), the issue label, and **Resolution options** driven by that issue's config:

* **Duplicates** — The pane *is* the side-by-side comparison. Resolve options confirm, dismiss, mark a revision, or delete one of the bills — there is no separate Compare action.
* **Assign to an account** — Match an unmatched bill to the correct account (CTA **Assign account**).
* **Reassign site** — Move a meter to the correct site (low confidence site match / address mismatch). In Individual bulk, the location action is labeled **Assign site… (N)**.
* **Edit dates** / **Edit usage units** / **Verify container details** / **Edit address** — Open a focused editor for that field (address edit is for Address mismatch).
* **Suggested action** — When the context rail shows a purple **Suggested action** card, click it to open the matching resolve step (sometimes prefilled). The card is omitted when there is nothing to apply.
* **Dismiss** (label varies by type) — Mark the issue as resolved with an optional note. The menu wording is type-specific (for example **Not a duplicate** or **Confirm — site is correct**).
* **Delete this bill** / **Delete the other bill** — Permanently remove a bill that should not be in your portfolio.
* **Contact support** — Send the issue to the Nectar team for further investigation ([support@nectarclimate.com](mailto:support@nectarclimate.com)).

After resolving all issues on a record, the triage inbox automatically advances to the next record with open issues.

## Bulk resolution

To resolve the same issue type across multiple records at once:

<Steps>
  <Step title="Select records">
    Use the checkboxes in the left list to select one or more records of the same Kind (issues
    **or** anomalies). A mixed selection disables **Bulk actions**.
  </Step>

  <Step title="Choose action">
    The filter toolbar becomes an **N selected** bar. Click **Bulk actions** and choose
    `Begin resolving {type}… (N)`, **Assign site… (N)** when meters have location issues, or
    **Export… (N)** for an XLSX of the selection. In Grouped view, check constituent rows, then use
    **Resolve selected** (and **Reassign site**, **Assign account**, or **Delete bills** when
    shown).
  </Step>

  <Step title="Confirm">
    Review the summary of affected records and issues. Add an optional resolution note, then
    confirm. **Assign site** uses a site picker (and address checkboxes) rather than a resolve-note
    dialog.
  </Step>
</Steps>

## Grouped triage and Overview

In addition to the per-record Individual view, the Issues module exposes two complementary surfaces for spotting patterns:

* **Grouped triage** — Switch **Display** to **Grouped**. Set a **Type** filter so the rollup stays focused. Meter issues roll up by **site**; every other Issue Type rolls up by **utility provider**. The left list shows groups; the right pane lists constituent issues and verdicts. Check rows, then **Resolve selected** (or the type-specific header action when shown).
* **Overview** — Open [**Data Quality > Issues and Anomalies > Overview**](https://dash.nectarclimate.com/data-quality/issues/overview) for portfolio stats: **Open issues**, **Resolved**, **Open anomalies**, and **Total anomaly impact**, plus issue-type and anomaly-type lists that deep-link into Triage.

## What happens when issues are resolved?

* The amber triangle and the dotted underlines disappear from the record's rows
* If it was an [issue tied to a bill](#when-is-data-excluded), that bill's usage and cost are included in analytics dashboards and exports again
* Who resolved it, when, and any notes are stored on the issue (visible on the resolved row and in the Resolution summary)

**See also:** [Glossary — Data quality issue](/docs/platform/glossary#data-quality-issue), [Bill detail](/docs/platform/data-inventory/bill-detail#data-quality-issues)