> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts

> Manage the businesses you supply energy for. Accounts are the top-level container for sites, connections, agreements, invoices, and contacts.

Accounts represent the businesses or entities you manage energy for. Each account is the top-level container for sites, connections, agreements, invoices, and contacts.

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/accounts/accounts-list.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=ca3e9fc17d8cf4261c1715e480cd49bb" alt="UMS Accounts list showing accounts in a data grid" width="1440" height="900" data-path="images/accounts/accounts-list.png" />
</Frame>

## Accounts list

The Accounts page displays all accounts in your organisation in a data grid with the following columns:

| Column          | Description                                                                                      |
| --------------- | ------------------------------------------------------------------------------------------------ |
| **Name**        | The business or entity name                                                                      |
| **Tax Id**      | ABN or ACN for the entity                                                                        |
| **Entity Type** | The legal entity type (for example, Australian Private Company, Strata-title, Other Partnership) |

Summary cards at the top show:

* **# Accounts** — Total active and inactive accounts
* **New Accounts** — Accounts added this month and this year, with percentage growth

### Toolbar actions

The data grid toolbar provides:

* **Filter** — Filter accounts by any column
* **Column visibility** — Show or hide columns
* **Export** — Download account data as CSV
* **Refresh** — Reload the data
* **Density** — Toggle between compact, standard, and comfortable row heights
* **Search** — Quick-search across all visible columns

### Row actions

Each row has action buttons on the right:

* **See Details** (arrow icon) — Navigate to the account detail page
* **Quick Edit** (pencil icon) — Open a drawer to edit account fields inline
* **More** (three dots) — Additional actions

### Creating an account

Click the **+** button in the top-right corner to create a new account. You are prompted to enter the account name, tax ID, entity type, and other details.

<Tip>
  For a detailed walkthrough, see the [Creating Accounts](/guides/creating-accounts) guide.
</Tip>

## Account detail page

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/accounts/account-detail.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=3cde41700a2ef297c3f01a0bc58063b3" alt="UMS account detail page with a tabbed interface" width="1440" height="900" data-path="images/accounts/account-detail.png" />
</Frame>

Clicking **See Details** on an account opens the detail page with a tabbed interface:

| Tab                 | Description                                                                     |
| ------------------- | ------------------------------------------------------------------------------- |
| **Overview**        | Summary stats, site map, account details, entity health score, and inbox status |
| **Sites**           | Physical locations associated with this account                                 |
| **Agreements**      | Energy agreements linked to this account                                        |
| **Retail Accounts** | Retailer account references                                                     |
| **Connections**     | Energy connections (NMIs, MIRNs) under this account                             |
| **Invoices**        | Invoices associated with this account                                           |
| **Contacts**        | People associated with this account                                             |
| **Inbox**           | Email inbox for this account (shown when the account has an email inbox)        |
| **Settings**        | Account-specific settings                                                       |

### Overview tab

The Overview tab provides an at-a-glance summary:

* **Summary Cards** — Active Sites, Active Connections, Active Agreements, Retail Accounts, and Inbox (Unread) counts
* **Score** — An entity health score showing completeness of Site, Retail, and Tariff data as percentages
* **Sites Map** — Interactive map showing the geographic location of all sites under this account
* **Annual Utility Cost** — Total annual energy expenditure
* **Account Details** — Entity type and other key information
* **Entity Health** — Progress bars showing Sites, Connections, Agreements, and Retail Accounts with active vs total counts
* **Inbox** — Unread, Processed, and Total inbox items for this account