Latest

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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.