Create Billing Batch

Billing Batches can be created from the Billing Batches Grid. When creating the billing batch you will be able to review any suggestions for the Well Validations and select the Rate Type(s) and production months you would like to include in the billing batch.

Create Billing Batch

To create a billing batch navigate to the Billing Batches Grid and click on the Create Billing Batch option in the top right corner of the page.

1. Navigate to Billing Batches Grid

Navigate to Roads & Thirds Grids/Settings

Navigate to the Roads & Thirds Grid/Settings (ie. Additional Conditions, Master Rates, Master Agreements, Addendums, Requests, etc.) by clicking the Roads & Thirds dropdown menu at the top of the page. This will display all the Roads & Thirds related options.

Then click on an option to display its grids/settings.

1. Click Create Billing Batch option

1. Enter Billing Batch Details (Rate Types, Invoice Date, Description, First/Last Production Month)

Note: There may be suggestions that the user can review for any missing addendum information prior to creating the billing batch. See Well Validations section for more details.

1. Click Create Billing Batch

The billing batch will be created and be displayed on the Billing Batches Grid. When the billing batch is created the Batch Status = Completed.

Summary of Create Billing Batch Details

1. Latest Production Data - The latest production month we have available in StackDX Maps for each province in the billing batch. There is typically a 3-4 week delay in the production data from the regulator (ie. January Production is available late February).

Note: Maintenance can only be billed for months up to the latest available production month displayed. Other rate types (Initial Consideration, Administration Fees, Road Ban) can be billed for any month.

1. Well Validations - Any missing addendum or well information along with suggestions will be displayed and available to be reviewed. See Well Validations section for more details.

2. Billing Batch Rate Type(s) - Select the rate type(s) that will be included in the billing batch. The 4 Rate Type(s) are: Maintenance, Initial Consideration, Administration Fees, Road Ban.

3. Invoice Date - The invoice date chosen when creating the billing batch. This date will be displayed on the generate invoices.

4. Description - The description/name entered when creating the billing batch

5. First/Last Production Month - The First/Last Production month that is being included in this billing batch

Well Validations

There may be cases when wells exist on addendums but are missing data not allowing StackDX to match them to the regulator data (i.e. Missing License #, Invalid UWI, etc.). When creating a billing batch in StackDX these cases will be flagged and we will provide suggestions to correct the data.

The Review Suggestions option will display the suggestions and allow the user to either choose to Select or Ignore the given suggestions. If the user clicks Select for a suggestion it will automatically make the change to the addendum.

Note: There may be cases where an addendum is missing well information and StackDX is unable to provide any suggestions. Those wells must be reviewed and updated manually for the specific addendum.

Reviewing Well Validations

1. Click Create Billing Batch option

1. Click Review Suggestions option

1. Select addendum to review

Note: The dropdown will default to only include addendums with suggestions. If you would like to include the addendums without suggestions select the Show addendums even if missing suggestions option.

1. Click the missing well data to expand the suggestions (ie. Suggestions for Missing Licence #)

1. Click Select or Ignore

1. Repeat review of the suggestions for all addendums in list

Well Report

To help assist in identifying any missing well information you could utilize the Well Report option in the Roads & Thirds Administration page.

The Well Report option will generate a xlsx. file of wells that exist on active addendums with their related information such as Proposed Construction Date, Last Spud Date, Rig Release Date, Production Dates, UWI, License Number, etc. This can be utilized to quickly verify the wells that are currently in your active addendums and check if any well information is missing.

See Well Report section for more details.