How to Manage and Troubleshoot Invoice History and Totals in Genea
Genea provides tools to access and manage invoice history, view monthly totals, and troubleshoot common issues related to invoicing. This guide outlines the steps to perform these tasks effectively.
Accessing Invoice History
To view the history of approved invoices for your building:
Log in to the Genea Portal.
Click on the building name.
Navigate to the Invoice History section to access available statements.
Viewing Monthly Totals
If you need to view a single monthly total for a building instead of amounts broken out by tenant:
Go to On Demand HVAC in the Genea Portal.
Select Invoicing.
Click on Current to see the monthly total at the building level.
Troubleshooting Access Issues
If you do not see the Invoicing option in the Genea Portal, it may be due to insufficient permissions. To resolve this:
Request an update to your permissions from your administrator.
After your permissions are updated, log out of the Genea Portal.
Log back in to ensure the Invoicing options appear.
Resolving Report Discrepancies
Occasionally, you may notice discrepancies between report totals and invoice history. This can happen if there are multiple statements labeled for the same month. For example, charges from two distinct date ranges might be aggregated under one month code (e.g., 2026-01). To resolve this:
Verify the date ranges of the statements in question.
Ensure that the charges align with the correct date ranges.
Related Topics
How to update user permissions in Genea
Understanding invoice breakdowns by tenant
Common troubleshooting steps for Genea Portal issues