> ## 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. # Previous Releases > Full release history for earlier UMS versions, from the initial launch through scenarios, invoice validation, batch processing, SSO, and reporting. Browse the release notes for earlier versions of UMS. ## 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 ## 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 ## 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 ## 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 ## 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 ## 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 ## 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 ## Inline Editing and Navigation * Inline editing in invoice detail views * Improved navigation flow for invoices and related records * Smoother authentication with improved loading transitions ## 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 ## 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 ## Site Locations * **Google Places Integration** — Automatic address lookup and validation * Clickable addresses to view or edit location details * Manual coordinate entry option ## Two-Factor Authentication * Optional 2FA for additional account protection * Multiple authenticator device support * QR code setup process * Backup recovery codes