2026-08-01
Quick tariff review, in-place exception handling, and a rebuilt home page
Tariffs
- Quick tariff review — A new three-step wizard creates a scenario from a Retail Account or straight from an uploaded Invoice, with a network Tariff shortlist filtered to the Connection’s distributor and searchable, plus an “All distributors” option when you need to look wider.
- Assumptions you can see the source of — Detected inputs appear in an editable table that labels where each figure came from: from the Invoice, from metered data, entered manually, or no data available.
- Start a review from an Invoice — Invoice detail gains a Tariff review action that opens the wizard already bound to that Invoice and lists the Connections it bills, pre-ticked so you narrow the list rather than build it.
- Opportunities — The wizard now assesses demand reset and power factor correction alongside the Tariff comparison, showing annual saving, payback, and the reason where an opportunity did not apply.
- A roomier Tariff review wizard — A compact header and tighter layout give every wizard more room, the Tariff grids show about three more rows each, and the wizard goes full screen on smaller displays.
Invoices & validation
- Resolve exceptions in place — Open exceptions on the Invoice Review tab and the Retail Account Validation tab now expand to their full resolution layout and are actioned without leaving the page. Duplicates can be compared, merged or dismissed inline, and Tariff reviews offer Accept billed tariff, Correct tariff, Dispute and Defer.
- Retail Account ledger — A chronological ledger showing opening balance, a running balance on every row, and closing balance, with date and type filters, Invoice links, a reason column, and a reconciliation strip covering outstanding, invoiced, paid and adjusted amounts, open gaps and overlaps, and disputes.
- Unified history — A History tab on both Invoices and Retail Accounts brings field-level edit history, Joule actions, exception lifecycle and manual ledger entries into one timeline. Retail Accounts gain a History tab they did not have before.
- Reasons on manual adjustments — Ledger quick-add and the Invoice and Connection adjustment dialogs now require a reason.
- Accurate Invoice status — The status chip on Invoice detail showed “Pending” regardless of the validation outcome. It now reflects the real status.
- Reprocess a failed import — Import errors can be reprocessed in place, and View Source Email now opens the actual inbox record instead of landing on the dashboard.
- Invoices keep processing when read preprocessing fails — A meter-read preprocessing failure no longer stops the Invoice silently.
- Extraction failures surface sooner — Invoices no longer sit in limbo when the AI extraction provider’s quota is exhausted.
Home
- A rebuilt home page — Home is now a grid of modules you choose and order yourself, saved to your account. The greeting states the scope you are viewing in words, an attention strip deep-links to what needs action, and a new chart shows billed monthly spend over time, stacked by utility.
Settings & access
- Portal access management — A Portal Access tab on Account detail with per-feature toggles (validation outcomes, scenario outcomes, Invoices, Connections and Meters, Agreements, reports, Suppliers) and a Site-subset picker, so you control exactly what each customer sees in the UMS Portal.
- Google Tag Manager container ID — Settings → Portal & Domain now carries a GTM container ID, which the portal injects for your own analytics.
- Usage analytics — A new Settings section for Organisation managers shows per-user request counts, days active and last active over 7, 30 and 90 days, filterable between UMS and Portal.
- Portal admin permissions — Fixed portal admin users receiving permission errors on Connections and Retail Accounts.
Across the app
- Consistent page actions — The main action for a page is now always visible in the header rather than hidden behind the overflow menu. On mobile the header actions become a draggable speed dial that also carries Joule, replacing the two separate buttons that used to overlap.
Other improvements
- Exports and scheduled reports no longer hang — Task runtime is bounded and the coverage query is faster.
- WA market data — Market data keeps flowing through an AEMO WEM file format change.
2026-07-29
Everything since v1.4.0
Invoices & validation review
- Joule-assisted review (Workbench) — Operators now triage invoice exceptions (duplicates, variances, no-match, low-confidence OCR, new suppliers, tariff changes, data-quality issues, period overlaps) in a dedicated Workbench with type-specific detail layouts, keyboard shortcuts, bulk resolve, and live updates.
- Three-lane pipeline invoice workflow — Invoices now flow through a redesigned Inbox → Invoices → Payments pipeline, with a unified invoice detail page (Exceptions / Validations / History) replacing the old scattered review pages.
- Docked source-document viewer — Invoice detail now shows the source PDF or image side-by-side with inline line-item editing, so you can verify and correct data without leaving the page.
- Invoice tags & custom fields — Invoices and Connections can now be tagged and carry custom fields, visible as a grid column and editable on the invoice overview.
- Interval CSV column mapping — Bulk interval-read uploads (including 5-minute clock-time files) now support a column-mapping step instead of requiring a fixed template.
- Ingest invoice from URL — Invoices can now be imported directly from a URL, not only via file upload.
Payments & batches
- Payments module — A new Payments area covers payment groups and files with an approvals queue, upcoming-run overview, a guided wizard to create payment groups, a schedule calendar, and supplier-concentration reporting.
- Dual approval & line rejection — Payment files now support a second approval step and per-line rejection with reissue of rejected lines, instead of single-step all-or-nothing approval.
Brokerage
- Brokerage analytics dashboard — Brokerage now has a KPI and chart dashboard (contracted revenue, monthly forecast vs actual, drawdown) with CSV export and inline-editable revenue records.
- Status review workflow — A dedicated Status Review tab surfaces closure candidates, missing Tariff rates, and pending brokerage records for triage.
- Raise brokerage invoices in Xero — Raise brokerage invoices directly into Xero from curated unbilled revenue, with filters, per-raise overrides, live preview, invoice-level field mapping, a billing-contact picker, and void support.
Tariffs
- Tariff wizard & template system — Tariffs can now be created from a database-backed template library with clone actions, and edited in a redesigned wizard supporting multi-period structures and a tree-view editor.
- Contract extraction review — Uploaded contracts are now auto-extracted into Agreement and Tariff fields for your review, with a binding-lock step in the wizard.
- AER tariff import — Standard AER network tariffs can now be imported directly, with pre-upload validation.
Joule
- Joule tool integration & conversation management — Joule can now call platform tools mid-conversation, and gets auto-generated titles plus full history management: rename, delete, and revisit past chats.
Reports
- Expanded report library — New report types include Invoiced Consumption, Period Consumption & Coverage, Connection Agreement Detail, Brokerage Go-Live & Revenue Commencement, and Brokerage Billing Recency Audit, each with drill-down and export.
- Scheduled & ad-hoc reports — Reports can now be scheduled on a recurring basis or run ad-hoc, with a management page, run history, and completion emails.
- Field-picker report builder — Report exports now let you choose which Site, Account and Connection fields to include via a reusable field picker.
Onboarding
- Unified onboarding wizard — AI account-data extraction and the onboarding checklist are now combined into a single guided wizard for new Organisations.
- One-CSV bulk onboarding — A single CSV upload can now create a full Account hierarchy (Accounts, Sites, Connections) in one step, replacing the old multi-entity import flow.
Settings & access
- Roles & permissions v2 — User access is now managed through a redesigned roles-plus-module-overrides permissions interface, replacing the older flat permission model.
- Billing & plan settings — A self-serve billing tab (plan, usage, trend, entitlements) lets your Organisation view and manage its subscription, including 12-month commitment terms and Enterprise request flows.
- Xero integration setup — Connect Xero from Settings and configure invoice-raise mapping, including field-level and description-template mapping.
Accounts & sites
- Refreshed grids, forms and page layouts — Consistent breadcrumbs, clearer validation messages, and better tablet support across the app.
- Account and Site consumption dashboards — Account and Site pages now show daily consumption and spend visualisations, plus a per-utility breakdown.
- Site map hover popups — Hovering a site on the map now shows its address, spend and consumption at a glance.
- Connection coverage-gap warning — A quick-filter toolbar on Connections now flags coverage gaps, such as missing Agreement periods, directly in the list.
- Editable inbox email — The auto-generated inbox email address for an Account can now be edited up until the first email arrives.
- Redesigned data grids — Grids across the app now use a collapsible filter rail with related-field lookups and clearer exact-match filtering.
ESG
- ESG dashboard — A new ESG module provides emissions and sustainability dashboards with theme-aware charts. This module appears only when enabled for your Organisation.
Market
- Market intelligence desk — A new Market page and home widget show NEM spot prices, commodities, continuous WA and TAS futures curves, and curated market news.
Portal configuration
- Portal, SSO & custom-domain settings — Portal theming, SSO and custom-domain delegation are configured from UMS Settings, subject to your plan.
Other improvements
- Faster login — Login load time was reduced by removing the splash screen, paint gates and duplicate data fetches.
- Chart PNG export — Consumption and analysis charts can now be exported as themed PNG images.
2026-03-22
AI Assistant, Review Items & Alert Routing
Joule AI Assistant
- Domain Knowledge — Joule now understands UMS-specific concepts and can answer questions about your energy data with greater accuracy
- New Widgets — Inline charts and data summaries appear directly in the chat for faster insights
- Conversation Memory — Joule summarises long conversations so context is preserved across sessions
Invoice Review & Validation
- Review Items Triage — New split-panel interface for triaging invoice review items with type-aware detail views (gaps, duplicates, suggestions)
- Gap Check Management — Toggle gap detection per account, manage checks in bulk, and configure cascade settings for account hierarchies
- Utiliread Review — OCR review workflow with approval actions, accuracy stats dashboard, and quality indicators
Alert Routing & Custom Notifications
- Custom Alert Rules — Create rules to automatically detect and route incoming emails to contacts based on sender, subject, or other criteria. Get notified when important emails arrive for specific accounts.
- Account-Scoped Alerts — Assign alert rules to specific accounts so the right people are notified about the right invoices and communications
- Contact Management — Add and manage notification recipients directly from the alert routing settings
Tariffs & Modelling
- Connection Factors — Configure connection-level loss factors on tariff templates
- Site Types — New site type classification for better portfolio segmentation
Merge & Data Management
- Merge Results — After merging records, see exactly which objects were affected and any exceptions that occurred
- Agreement Merge — Improved autocomplete with full object display
Other Improvements
- Onboarding Wizard — Form state now persists across page refreshes
- Docs — Fixed sidebar navigation, scrollable content, and search functionality
2026-03-15
Documentation, Scenarios & Tariff Templates
Documentation & Help
- User Documentation Site — New docs site with getting started guide, validation guides, inbox review guide, and this changelog
- Contextual Help — Help buttons on module headers link directly to the relevant documentation page
- Onboarding Checklist — Step-by-step checklist to guide new users through initial setup
Scenario Modelling
- Scenario Builder — Create and compare energy scenarios with different tariff configurations
- Tariff Review Wizard — Step-by-step wizard for reviewing and applying tariff changes within scenarios
- Retail Account Integration — View and manage scenarios directly from the retail account detail page
Tariffs
- Tariff Templates — Save and reuse tariff configurations as templates with one-click cloning
- Multi-Period Wizard — Redesigned tariff creation wizard supporting multiple rate periods
Security
- Secure 2FA Tokens — Two-factor authentication tokens now stored in httpOnly cookies for improved security
Other Improvements
- Inbox Filters — Explicit Apply Filters button on the inbox review tab for better control
- Portal Settings — Configure favicon URLs for portal themes and assign portal accounts during user management
- Invoice Detail UX — Improved display formatting, error handling, and drawer titles
- Natural Gas Units — Gas statistics now correctly display in MJ instead of GJ
2026-03-05
Dashboard, Validation and Reporting Overhaul
Dashboard
- Redesigned Dashboard — New stat cards with trend indicators (30-day and yearly growth) and per-utility spend/consumption breakdown for electricity, gas, and water
- Sites Map — Interactive map showing the geographic distribution of your sites with clustered markers
Invoice Validation
- Inbox Review — New split-pane detail view for reviewing email-sourced invoices directly within the Validation module
- Invoice Quality — Consolidated page showing gaps, duplicates, and completeness issues in one place
- Batch Export — Export validation results and invoice quality data
Reports
- Async Execution — Reports now run in the background with notification on completion
- Report History — View and download previously generated reports
- Better Filters — Improved date range and account filter controls
Notifications
- Actionable Notifications — Click any notification to navigate directly to the relevant page
- Subscriptions — Subscribe to specific notification types (contract expiry, invoice imports, brokerage calculations)
- Preferences — Manage notification settings from your profile
Tariffs
- Redesigned Tariff Editor — Tree view navigation with inline editing for faster tariff management
- Tariff Creation Wizard — Step-by-step wizard with template selection, manual entry, or CSV import
Brokerage
- Tariff Rate Selection — Select tariff rates directly in brokerage record forms
- Improved Calculation Views — Better detail pages with revenue breakdown
- Revenue Export — Export brokerage revenue data as CSV
Other Improvements
- Payment Groups — Updated interface aligned with latest batch processing features
- User Management — Inline wizard for inviting users with permissions preview
- AI Onboarding — Upload documents and let AI extract account data automatically
- Google Sign-In — Sign in with Google alongside existing Microsoft SSO
- Invoice Imports — Unified imports page with multi-file drag-and-drop upload
- PDF Export — Export validation details and invoice quality views to PDF
- Connection Reads — Redesigned reads tab with improved chart drill-down and CSV export
- Overview Pages — Consistent, viewport-aware layouts with richer detail panels across all modules
2026-02-11
Joule AI Agent and Brokerage Wizard
- Joule AI Assistant — AI-powered assistant for navigating UMS and answering questions about your data
- Brokerage Calculation Wizard — Multi-step wizard for selecting records, configuring parameters, and generating brokerage calculations
2025-10-10
Security and Stability
- Updated all core dependencies for improved security and stability
- Bug fixes for Angular components, Material-UI, and Google Maps integration
- Performance improvements across the application
2025-10-10
Major Release — Dark Mode, Enhanced Inbox, and Consistent UI
Dark Mode
- Choose your theme preference in Settings — System (auto-switch), Light, or Dark
- Real-time switching when your device theme changes
Enhanced Inbox
- Click any email to open a full detail view with tabs for overview, attachments, details, and settings
- Improved email formatting and readability
- Organised attachment list with easy download
- Better email filtering and search
Consistent Visual Heights
- All list pages (Accounts, Agreements, Contacts, Sites, Suppliers, Invoices, Batches, Connections, Retail Accounts, Tariffs, Brokerage) now have consistent viewport-aware heights
2025-08-22
Batch Processing and Data Management
Invoice Batch Processing
- Group multiple invoices into payment batches
- Generate payment files in CSV, XML, and other formats
- Approval workflow for controlled payment processing
- Status tracking and audit trails
Site Data Management
- Bulk CSV upload wizard with step-by-step validation
- Site Data and Data Types tabs in site and account detail views
- Smart data feed selection with autocomplete
Connection Usage Reports
- Customisable date ranges with flexible intervals
- Account-based connection filtering
- Real-time export progress tracking
2025-08-17
Single Sign-On
- Microsoft 365 Sign-In — Use your organisation’s Microsoft account to access UMS
- Leverage existing security policies and multi-factor authentication
- Admin configuration for SSO settings
2025-08-13
Inline Editing and Navigation
- Inline editing in invoice detail views
- Improved navigation flow for invoices and related records
- Smoother authentication with improved loading transitions
2025-08-11
Authentication and UI Polish
- Animated loading screen during authentication
- Streamlined tab layouts across all detail pages
- Enhanced autocomplete fields with improved validation
- Supplier Management with dedicated tabs for Agreements, Invoices, and Child Suppliers
2025-08-06
Quick Add and Data Tables
Quick Add
- Instant record creation from autocomplete fields without leaving your current form
- Add accounts, contacts, or other records on-the-fly
Enhanced Data Tables
- Persistent column view preferences saved automatically
- Improved filtering with better search
- Quick actions drawer for viewing and editing records from tables
- Enhanced CSV and Excel export
Universal Record Viewer
- Side panel drawer for viewing record details
- Quick editing directly in the drawer
- Customisable views for different record types
2025-01-27
Site Locations
- Google Places Integration — Automatic address lookup and validation
- Clickable addresses to view or edit location details
- Manual coordinate entry option