Bring in your invoices
Start the flow of bills into UMS so the platform can validate them and track your spend.- Forward retailer emails to your inbox so invoices arrive and process automatically. See Inbox and UtiliRead.
- Or upload invoices manually by dropping PDFs onto the Uploads tab of the Invoices page.
Set up tariffs and validation
These two together let UMS catch billing errors for you.Add tariff rates
Configure the tariff structures for your agreements so UMS knows what each connection should be charged. See Managing Tariffs.
Turn on validation
With tariffs in place, UMS validates incoming invoices against expected rates and flags anomalies, gaps, and errors. See Invoice Validation and Review.
Invite your team
Bring colleagues into your organisation and control what each of them can access — from full administrators to read-only viewers. See Setting Up a User.Keep your data clean
- Run the Agreement Expiry Report to spot contracts approaching renewal early. See Reports.
- Check the Validation dashboard for invoice gaps and data-quality issues. See Validation.
- Review your portfolio health on each account’s Overview tab, which scores how complete your site, retail, and tariff data is.
Explore further
Navigating UMS
Get comfortable with the sidebar, search, and the list/detail patterns used across every module.
Key concepts
Understand the data model — accounts, sites, connections, agreements, and how they fit together.
Bulk importing data
Load accounts, connections, tariffs, and more in bulk from CSV at any time.
Reports
Run consumption, billing-gap, and expiry reports across your portfolio.