Previous Releases

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Payment file management, due-date batching, and a more careful validation engine

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Payments

• A rebuilt payment files list — The list leads with client, payment group, status, earliest due date, amount and approver, and a filter rail narrows it to files due within seven days, overdue, awaiting approval, on hold, or carrying rejections.
• Bulk approve and hold state the money — Approving or holding a set of payment files shows the total you are about to act on, subtotalled per currency.
• Pay by due-date horizon — A payment group can batch every Invoice due within a set number of days, and a single run can override that horizon.
• A payload preview before you generate — The generate dialog previews the count, total, overdue amount and earliest due date of the file, including Invoices carried forward from a superseded review file, and offers only the formats the group’s template can render.
• Due profile and selection criteria — Two cards on a payment file show how its lines sit against their due dates, and why each Invoice was picked up, from the window and horizon the run recorded.
• More on the Lines tab — Lines carry due date, Account, Connection and period, filter to overdue, short-paid or rejected, and total across the whole file rather than the page you are looking at.
• A consolidated payment file header — Status, total and created date sit in one header band, with a copy control in place of a printed id.
• Selection counts match what the action reaches — On every grid in UMS, the selected count reports the rows an action can act on rather than every row matching the filter.
• An instructed file is no longer re-priced — Re-processing is refused once approval has started, so a payment posted after a file was sent cannot shrink the amounts the bank was instructed to pay.
• Hold reasons are kept — The reason you give when holding a payment file is recorded against it instead of being dropped.
• Bulk approve reports what happened — A bulk approval where every file failed no longer reports success.
• Scheduled runs use the group’s own file format — An unattended run builds the file the group’s template expects, so an ABA group no longer produces a CSV and parks on hold.
• Held-back notices count the right window — The held-back summary on a generation email is classified against the window the file recorded, so a delayed notice no longer counts Invoices that arrived after the run.
• Tick-to-pay shows what is owed — The override panel reports the outstanding amount rather than a figure carrying arrears.
• Clearer state on unrendered files — A file that has not been rendered reads “Not yet instructed” rather than $0.00, and a paid file no longer shows how long it has been awaiting approval.
• Payment group settings are checked when you save them — A group set to pay on a due-date horizon must carry one, and a setting the group cannot hold comes back as an error on the field rather than a failed save.

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Invoice validation

• The engine only claims what it can support — Where a Tariff is unconfirmed, a quantity difference is raised for your review rather than asserted as a billing error.
• A rejected derived Tariff stays rejected — Rejecting a Tariff derived from an Invoice stops the same document deriving it again.
• Credit and adjustment notes stay out of reference data — UMS reads the Invoice total ahead of a contradicting Connection header, so a credit note is recognised as a correction and never becomes the basis for a derived Tariff.
• Credit notes validated with the sign they bill — Credit note lines are compared against negative quantities, so they stop reporting twice their amount.
• Amount-only rates priced as amounts — A derived rate expressed as an amount is no longer multiplied by the day count printed beside it.
• One GST basis per Invoice — Whether a bill is priced inclusive or exclusive of GST is settled once for the Invoice rather than per Connection record.
• Expected quantity matches its own amount — Where a rate is billed on two quantities at once, the expected quantity shown beside a variance is the one the amount was priced on.
• Feed-in lines priced as exports — A derived feed-in rate is priced against exported energy rather than the Connection’s imported volume.
• Tax rows do not out-run their base — A tax row is not raised as an error while the lines beneath it are still unresolved.
• Origin reversals keep their GST — A reversal or credit from Origin now records its negative GST, so from here on both the validation result and the ledger built from it carry the right tax.

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Other improvements

• A failed save tells you why — Where a form rejected a value belonging to a section you were not looking at, the save failed with nothing shown. The reason is now raised on the form you are editing.

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Smart Invoice validation, utility budgets, and seasonal forecasting

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Invoice validation

• Smart Invoice validation — UMS derives the Tariff each Connection should be on, prices the Invoice against it, and classifies every difference it finds, so you review the discrepancies rather than the whole bill.
• A Validation tab with its own queue — Validation runs land in a queue you can filter and act on in bulk, with stats across the top showing what is waiting on you.
• An Invoice review workspace — Each run opens in a workspace where findings sit against the Invoice lines that produced them, and a single Validate action replaces the earlier multi-step flow.
• Fix a Tariff without leaving the review — A drawer lets you correct the Tariff behind a finding and re-run the check in place.
• Tariff matching that learns — The matcher shortlists the Tariffs that actually apply to a Connection, derives the Tariff family, and learns from the corrections you make.
• Tolerances calibrated on your own bills — Validation tolerances are calibrated against real Invoices, so small, normal variations stop being raised as discrepancies.
• Fewer false discrepancies — Boundary-day billing periods are realigned rather than flagged, arithmetically correct bills pass, tax rows no longer fail a run the bill got right, and only genuine split lines are apportioned.
• The exception queue reflects live work — Resolved and self-sustaining exceptions clear out of the queue instead of sitting in it.

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Budgets and forecasting

• Utility budgets — Build a budget per utility, track actuals against it, and get an alert when a line drifts.
• Budget tabs and per-event alert filters — Budgets are organised into tabs, and you choose which events raise an alert.
• Seasonal forecasting — A seasonal engine projects consumption forward, and budgets project from the same model.
• A forward band on the consumption graph — The consumption graph carries a projection band, and budgets show a projected year alongside actuals.

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Agreements

• Calculated Agreement status — An Agreement’s status is derived from its dates and shown as a chip, with an override editor for the cases the dates get wrong.

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Settings

• API keys — Create and revoke API keys under Settings, with the key shown once at creation.
• Share payment files with Portal users — A switch under portal access lets Portal users read and download released payment files.

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Invoices

• A reason when you bulk-exclude — Excluding emails from the Inbox in bulk now records why.
• Duplicate detection on Connection identity — Duplicates are keyed on the Connection rather than the invoice number, and an exclusion carries its reason.
• EnergyAustralia consolidated CSVs — A consolidated CSV is ingested as one record per site bill, with adjustments and cancellations handled.
• AGL workbook GST — The AGL workbook processor no longer double-counts GST.
• UtiliRead totals anchored to the bill — AGL Sales totals are anchored to the printed summary, and adjustment notes are linked to the Invoice they belong to.

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Metering

• SolarEdge inverter data — A production SolarEdge collector brings inverter generation into UMS alongside your meter Reads.

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Other improvements

• Payments reconcile more cleanly — Ledger-settled Invoices stay settled, GL codes resolve per Connection, and a bill with no number still prints a reference your finance system can match.
• Large exports complete — Bulk exports stream to disk rather than being built in memory.
• UtiliRead status counts — Status counts on the UtiliRead page are correct.

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A SAP journal payment format, new Invoice checks, and named invoice exports

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Payments

• SAP journal payment files — Payment files can now be produced as a balanced double-entry GL journal for SAP, with each leg signed by its posting key and GST-free legs labelled as such.
• Name the invoice copies you export — A payment group carries a filename template for the invoice documents it exports, so the copies arrive named the way your finance system expects them.
• Account-level adjustments reach the journal — An adjustment recorded against an account is carried onto the payment journal instead of being left out of the export.
• Part-paid Invoices return to the next run — Where an Invoice is only partly paid, the residual is re-batched into the next payment run rather than being treated as settled.
• GST holds across a split Invoice — An Invoice split across several legs keeps its GST treatment on every leg, and an amount that rounds slightly off still resolves to the right base.
• Adjustments release with their Invoice — An adjustment whose Invoice leaves the group is released rather than left stranded on it.
• Held-back counts include child accounts — The held-back badge on a payment group counts Connections held under child accounts.

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Invoices

• Bills covering several periods stay separate — A bill spanning more than one billing period is split per period as it is ingested, so a Connection’s charges are no longer collapsed onto one period.
• A bill already held under a consolidated account is blocked — Ingesting the same bill a second time under a consolidated Retail Account is refused rather than duplicated.
• The billing file takes precedence over the PDF — Where a supplier sends both, figures are taken from the billing file rather than from what was extracted from the PDF.
• Sharper Retail Account matching — Bills match on the billing supplier’s family and a normalised account number, including an account number that appears only in the filename.
• Records left in Review no longer block a re-ingest — A stranded record sitting in Review no longer stops the same bill being ingested again.
• Outstanding balances follow linking — Ledger balances are brought into step when Invoices are linked to a Retail Account in bulk.

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Joule

• Charges that contradict the Invoice header — A new check flags an Invoice whose Connection charges do not sum to the current charges on its header, which is how a split, duplicated or mis-captured statement shows up.
• The same bill on two Retail Accounts — Duplicate detection now catches one bill ingested onto two Retail Accounts, and requires a delimited reference match before calling two Invoices duplicates.
• Accounts closed but still billed — A weekly sweep now checks the Invoices you already hold, so an account closed while billing continued is raised without waiting for its next bill.

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Reports and performance

• Completeness reports return on large portfolios — The completeness report no longer runs a query per record, and the annual metrics run is processed in bounded chunks.
• A lighter uploads page — Upload statistics are fetched once and shared across the page, and the request behind them is bounded.

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Other improvements

• Multi-select filters — Filter lookups skip empty values instead of failing the lookup.

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A rebuilt payments workflow, a redesigned invoice page, and site-level cost splits

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Payments

• A rebuilt payment group and payment file workflow — Payment groups and files now share one eligibility engine, so the grids, the counts and the selection you see all come from the same source. What you select is resolved on the server, so a selection made across pages or filters carries through to the file you create.
• Honest coverage — A payment group’s coverage now tells you plainly what is included, what is outstanding, and what has been excluded, instead of implying an Invoice is covered when it is not.
• Manage entity codes in one place — Company, vendor and cost-centre codes are managed from the payment group rather than being spread across supplier records.
• Site-level cost splits — A code assignment can split a Connection’s cost across Sites, so a payment file allocates to the cost centre that actually incurred the charge.
• Send invoice copies with a payment file — A payment group can opt in to having the source Invoices emailed alongside the payment file, and you can download the same set of copies from the file itself.
• Connection address on ERP payment files — Payment file descriptions carry the Connection address, so a line is identifiable in your finance system without opening UMS.
• AU_STD payment file corrections — The AU_STD format now totals correctly, renders its columns as your ERP expects, allocates each payable to the cost centre that incurred it, and no longer spreads a single Amount Due across Connection rows.
• A clearer payment group overview — The overview layout has been reworked and now shows an Excluded state alongside the rest of the coverage.

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Invoices

• A redesigned invoice page — The Invoice detail page has been rebuilt around what you check first — charges, Connections and the source document — so validating an Invoice takes fewer clicks.
• Attach supporting documents to an Invoice — Supporting documents can be attached directly to an Invoice, and stay with it.
• Source documents in the audit pack — An audit-pack download now bundles the original supplier documents with the extracted data.

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Retail Accounts

• Status preset views show what you asked for — The status preset views on the Retail Accounts grid no longer quietly filter to active accounts as well.

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Settings & access

• Pending invites read correctly — A user who has been invited but has not signed in yet is shown as pending rather than inactive.
• Approvals under portal preview — The approvals page no longer errors when opened while previewing the UMS Portal.

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Payment group configuration, more supplier invoice formats, and scheduled reports that recover

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Payments

• Code Assignments on payment groups — A Code Assignments tab on a payment group lets you manage the codes a group applies, including cost-centre splits and the AU_STD columns, so payment files carry the coding your finance system expects.
• A simpler way to create a payment group — The create form now reveals fields as you need them and shows a live preview of which Retail Accounts and Invoices the group would match, so you can see the effect before saving.
• Require a separate approver — Payment groups carry a per-group setting that stops the person who prepared a payment file from approving it. It is off unless you turn it on for that group.
• More detail on payment file lines — Payment file lines now carry the NMI and the billed period, and tax coming from your ERP is pro-rated across the lines rather than sitting on one.

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Invoices

• More supplier formats read automatically — Alinta and Momentum invoices are now read in both CSV and XLSX form, and Meridian statements are rebuilt from both of their CSV attachments instead of only the first.
• Choose extra columns on a batch export — Invoice batch export gains a column picker, so an export carries the fields you actually reconcile against.
• Stranded imports can be replayed — An import that stopped part-way can be replayed rather than re-uploaded, and the admin reprocess action now genuinely queues the work instead of appearing to.
• Better supplier matching — Suppliers are matched on their brand rather than their legal suffix, on the ABN extracted from the document, and on the NZBN for New Zealand suppliers. A supplier outside the import’s own Organisation is never matched.
• Retail Accounts matched on the billed period — An Invoice is matched to the Retail Account that was billing for that period, not on the account number alone, so multi-period accounts land on the right record.
• Spreadsheets included in format auto-detection — Uploading a spreadsheet of account data no longer needs the format chosen by hand.
• Self-describing read files skip column mapping — Interval and read files that name their own columns go straight through instead of stopping at the mapping step.
• Shared documents stored once — An invoice batch extract that covers several Invoices sharing a document stores that document once.

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Reports

• Run a scheduled report over everything since it last succeeded — A new “since last success” schedule preset picks up the window a failed run missed, so a skipped run does not leave a gap.
• See why a scheduled report failed — A failed scheduled report now records the reason, and failed runs are visible and retryable from the reports page.
• Real account names in the Invoice Gap Report — The report shows account names instead of identifiers.
• External database sync reports — Invoice and interval data can be synced out to an external database on a watermark, with retries on a failed run.
• Brokerage reporting — A point-in-time revenue extract has been added, report access has been corrected, and results are no longer silently truncated.

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Brokerage

• Pick Xero codes from a dropdown — Raising a brokerage invoice offers the codes from Xero rather than free text, and unbilled revenue can be filtered by billing basis.
• Unit rates keep their precision — Brokerage unit rates no longer round to $0.00 when raised into Xero.
• Row actions on the invoices grid — The per-row actions on the Brokerage invoices grid are back.
• The run wizard opens cleanly — The brokerage run wizard no longer reloads itself on opening.

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Xero

• Mapping sources grouped by model — The source dropdowns in Xero invoice mapping are grouped and categorised by the record they come from, so a long list is now navigable.
• Mapping codes validated against Xero — A mapping code is checked against the values Xero itself accepts, so an invalid code is caught when you set it rather than when a raise fails.

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Retail Accounts

• Retail Account status lifecycle — Retail Accounts carry a managed status through their life, so closed and pending accounts are distinguishable from active ones.
• Inactive accounts shown by default — The Retail Accounts grid includes inactive accounts without changing a filter first.
• Connections show the active Retail Account — A Connection shows the Retail Account currently billing it, scoped to that customer.

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Settings & access

• Rotate an SSO client secret — The SSO settings form now supports rotating a secret, and UMS warns you before a client secret expires rather than after sign-in breaks.
• User management fixes — The user modal loads when opened from a tab URL, dialogs scroll again on smaller screens, and inviting a user no longer fails on the Organisation field.

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Inbox

• Safer email preview — Email HTML in the review detail panel is sanitised before it is shown.
• Oversized forwards — An email too large to forward is now degraded rather than dropped.

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Other improvements

• Data source health reads correctly — A data source’s error count is now counted since its last success, is labelled that way, and its status reflects the real state.
• Branded market exports — Axes and the logo are back on a branded analyse export.
• Market news keeps flowing — The news feed recovers from a provider blocking an automated request.
• Marketplace — Procurement rounds are now governed, with responses immutable once submitted, and broker visibility fails closed. Marketplace appears only where it is enabled for your Organisation.

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A restructured navigation, rebuilt wizards, and one workflow for payments

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Navigation

• Hub-based navigation — Modules are grouped into hubs on a left rail, with the views inside each hub as tabs across the top of the page, so related screens sit together instead of in one long list.
• Favourites — Favourite any page from its header and it pins to the top of the nav drawer.
• Shortcuts — The nav drawer carries a shortcuts section for the places you reach for often, including Settings destinations, so you land on the right tab rather than the Settings landing page.
• Faster switching between modules — Moving between modules keeps the shell in place and loads only the content area, with a progress sweep and skeletons that match the page you are opening.
• A refreshed sign-in and loading experience — Login and loading states across the app now follow the Utilified brand.

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Scenarios

• New scenario launcher — Start a scenario from one place, with a history tab showing what you have run before.
• Rebuilt scenario wizards — Scenario creation runs through consistent step-by-step wizards with searchable pickers for Sites, Connections and Retail Accounts, and you can add subjects manually where the data is not on the platform yet.
• Opportunity summary and branded PDF — Each scenario ends with an opportunity summary you can export as a branded PDF report to share with the customer.

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Payments

• One payments workflow — Payment batches, the ledger and Invoice triage now sit in a single workflow under Invoices, so you approve a batch and see the resulting ledger movements without changing screens.
• One record of what is instructed, paid and captured — Payment status is now derived from a single source, so the batch, the ledger and the Invoice agree on what has actually been paid.

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Utilities & submetering

• Submetering hierarchies — Build a parent/child hierarchy of Connections, view consumption charts across the hierarchy, and manage the data feeds behind it.
• Inverter data feeds — Sub-connections accept inverter data feeds alongside metered data.

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Invoices & validation

• Email-receipt reports — Report on the Invoices received into an account inbox, including what arrived and what was processed.
• Inbox actions that respond immediately — Actions on the Inbox apply straight away and the tab counts stay accurate as you work.
• Invoices scoped by account inbox — Invoices and their charge records now resolve against the account inbox as well as the Retail Account, so mail-in Invoices appear against the right account.
• Fewer duplicate Retail Accounts on import — Imports match existing Retail Accounts across a supplier’s related entities instead of creating a second account.
• Large inboxes load quickly — The Inbox list is faster on accounts with a long history.

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Setup & forms

• Rebuilt setup wizards — Seven setup flows — including Sites, Connections and Tariffs — now run on one wizard framework, with the same step, validation and review behaviour throughout.
• Simpler single-step forms — Flows that never needed multiple steps are now a form with a live preview beside it, and two-factor setup is consolidated into one screen.
• Look up related records inline — Autocomplete fields open a searchable lookup dialog when you need to find a record by more than its name.
• See what a site deactivation affects — The site deactivation dialog previews what will change before you confirm.

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Joule

• Plan approval — Joule sets out a plan for what it intends to change and waits for your approval before acting.
• Joule in the nav drawer — The Joule launcher now sits in the nav drawer rather than floating over the page.

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Settings & users

• Rebuilt user management — The user list is now a full data grid with the same filtering, sorting and column controls as the rest of the app.
• Accurate user status — A user’s account state (invited, active, deactivated) is tracked separately from their recent engagement, so the status column reflects the account rather than last activity.
• Portal users stay in the Portal — Portal accounts can no longer sign in to UMS, and are told where to go instead.

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Reports

• Bulk Consumption Export per connection — The export runs in batches per Connection and streams its output, so large exports complete rather than timing out.
• Clearer report history — Per-connection exports are labelled as ZIP in report history so you know what you are downloading.
• Chart exports on white-labelled reports — Chart exports render correctly on branded reports, and analyse series draw continuously across the period.

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Home

• Complete-month spend and growth — The spend hero reports on complete months only, with growth statistics and a notifications module alongside it.

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Other improvements

• Agreement statistics span the full width — The Agreements module’s statistics row now matches the other modules.
• Security updates — Dependency advisories across the platform and the Portal have been patched.

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Quick tariff review, in-place exception handling, and a rebuilt home page

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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.

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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.

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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.

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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.

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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.

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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.

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Everything since v1.4.0

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Portal configuration

• Portal, SSO & custom-domain settings — Portal theming, SSO and custom-domain delegation are configured from UMS Settings, subject to your plan.

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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.

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AI Assistant, Review Items & Alert Routing

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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

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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

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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

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Tariffs & Modelling

• Connection Factors — Configure connection-level loss factors on tariff templates
• Site Types — New site type classification for better portfolio segmentation

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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

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Other Improvements

• Onboarding Wizard — Form state now persists across page refreshes
• Docs — Fixed sidebar navigation, scrollable content, and search functionality

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Documentation, Scenarios & Tariff Templates

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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

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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

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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

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Security

• Secure 2FA Tokens — Two-factor authentication tokens now stored in httpOnly cookies for improved security

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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

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Dashboard, Validation and Reporting Overhaul

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Major Release — Dark Mode, Enhanced Inbox, and Consistent UI

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Dark Mode

• Choose your theme preference in Settings — System (auto-switch), Light, or Dark
• Real-time switching when your device theme changes

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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

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Consistent Visual Heights

• All list pages (Accounts, Agreements, Contacts, Sites, Suppliers, Invoices, Batches, Connections, Retail Accounts, Tariffs, Brokerage) now have consistent viewport-aware heights

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Batch Processing and Data Management

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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

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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

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Connection Usage Reports

• Customisable date ranges with flexible intervals
• Account-based connection filtering
• Real-time export progress tracking

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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

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Inline Editing and Navigation

• Inline editing in invoice detail views
• Improved navigation flow for invoices and related records
• Smoother authentication with improved loading transitions

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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

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Quick Add and Data Tables

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Quick Add

• Instant record creation from autocomplete fields without leaving your current form
• Add accounts, contacts, or other records on-the-fly

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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

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Universal Record Viewer

• Side panel drawer for viewing record details
• Quick editing directly in the drawer
• Customisable views for different record types

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Site Locations

• Google Places Integration — Automatic address lookup and validation
• Clickable addresses to view or edit location details
• Manual coordinate entry option

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Two-Factor Authentication

• Optional 2FA for additional account protection
• Multiple authenticator device support
• QR code setup process
• Backup recovery codes