Step by step
- Open the draft run.
- On the flagged line, type a Reason to exclude, for example "meter replaced 3/10, new counter from next quarter".
- Click Exclude. The line shows "Excluded: …" and no longer blocks finalising.
Rules
Only flagged lines on a draft run can be excluded. A reason is required and recorded in the audit log.
Excluded lines are not added to the total and are marked in the CSV.
Works together with
- Undo an exclusionPut an excluded line back into a draft run.
- Fix "Not billable — data required" linesA line is flagged when a meter has no opening reading, no closing reading in the period, or a closing reading lower than the opening one.
- Finalise a billing run and create invoicesFinalising locks the run. Then Create invoices makes one draft invoice per paying company, without ever invoicing a line twice.
- Audit log: who changed whatA permanent record of important changes: team access, settings, bank details, job rates, contract billing, integrations, API keys, printer agents and payments brought in automatically. Entries cannot be edited or deleted.