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Payment exceptions that clear themselves, bulk Invoice editing, and portal access defaults

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Payments

• Exceptions on the payment file — A payment file shows the exceptions raised on its own Invoices, and the Lines tab adds a Flagged filter beside Overdue, Short paid and Rejected, each linking through to where the exception is resolved.
• Fixed exceptions clear on their own — Once the problem behind an exception is gone, such as an Invoice now linked to its Retail Account or a period overlap that no longer exists, UMS closes the exception so the Invoice can be paid without someone closing it by hand.
• Bulk edit Invoices — Select Invoices on the list and change a field across all of them, with each row’s current value shown beside the change and any failures reported row by row.
• Overdue and due soon on the Invoice list — Invoices past or near their due date carry an Overdue or Due soon chip, and the list filters to either.
• Hold an Invoice from the Invoice itself — You can hold an Invoice from payment, or release it, directly on the Invoice, and a hold asks for a reason.
• See which payment runs carry an Invoice — An Invoice lists the payment files it appears on, each linking to that file’s lines.
• Clearer pre-flight checklist — The section for expected bills that have not arrived is now called “Bills not yet received”, so it no longer reads like a count of overdue Invoices.
• Payment group schedule sits with its settings — The run calendar now appears under the Schedule section of the Settings tab, taking the payment group from eight tabs to seven.

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Invoice validation

• Market pass-through charges are accepted — AEMO ancillary, market and participant fees that legitimately change price every month are recorded as a price change instead of failing validation, and newly derived Tariffs flag these lines automatically.
• Environmental charges priced on their obligation share — LRET, SRES and similar scheme charges are priced on the year’s obligation percentage, so the share no longer shows up as a variance.
• Time-of-use windows follow local time and public holidays — Peak and off-peak windows track daylight saving in your Connection’s state and treat public holidays as non-business days.
• Rolling demand at maximum kW — Tariffs that bill the kVA recorded at the 12-month maximum kW interval, such as United Energy’s rolling demand charge, are now priced that way.
• Demand measured on 30-minute intervals — Demand is taken from 30-minute intervals before daily totals are built, and demand billed per kVA per day is priced on the right basis.
• Seasonal and weekday rates stay in their window — A rate outside its season or its days of the week no longer expects a charge.
• Discounts and loss factors priced like the bill — Derived discounts and loss factors are calculated the way the retailer applies them.
• Network bands kept apart from retail time-of-use — A network band with no code of its own is no longer matched to the retail time-of-use periods.
• Metered bands shared across meters — Where a band is split across a Connection’s Meters, the lines share one band rather than each being priced on the whole.
• GST on reversals, credits and split statements — Below-the-line reversals, multiple credits on one statement, adjustment signs and GST split across Connection records are judged against the Invoice header, and GST on a line UMS cannot price is shown as unknown rather than wrong.

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Invoices

• Search by supplier account number — The Invoice list search matches the supplier’s account number as well as the Invoice number.
• Re-uploads without an Invoice number stay single — An Invoice with no printed number is recognised as a duplicate when it is uploaded again.
• Rebills stand in for the period they re-bill — A rebill replaces the original for that period, and a record netted off by a rebill or reversal is no longer treated as the primary bill.
• EnergyAustralia consolidated spreadsheets read correctly — Consolidated spreadsheet bills from EnergyAustralia are routed to the right reader.

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Joule

• Approving a Joule plan works reliably — If an approval fails, the card shows why and lets you try again instead of greying out.
• Irreversible actions confirmed once — A step Joule cannot undo runs only with exactly what you approved, and only once.
• Faster Joule responses — Joule loads the tools relevant to the page you are on rather than every tool on every message.

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Settings

• Opt-in portal modules — Supplier directory, budgets and scenario outcomes are switched on per Account from the Portal Access tab.
• Organisation default portal access — Organisation admins set Default Portal Access under Settings → Portal; Accounts without their own settings inherit it and can revert to organisation defaults at any time.

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Other improvements

• Account spend chart shows each period’s spend — The chart on an Account’s Overview covers a continuous 12 months of current charges, so carried-forward balances no longer inflate the bars and large Accounts are no longer cut short.
• Connection create tells you why it failed — A rejected new Connection, such as one with a duplicate identifier, shows the reason in the drawer.
• Usage chart timeouts are reported — When daily usage takes too long to load, the chart says so rather than showing an empty chart.
• Faster lists — The validation queue, Invoice imports, Agreements, suppliers, users and Connections lists load with fewer round trips.