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This guide walks you through creating a new account in UMS.
1

Open the create drawer

Navigate to the Accounts page from the sidebar and click the + button in the top-right corner.
Create account drawer in UMS
2

Fill in company information

The create drawer opens with the following sections:

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Company information (required)

  • Name — Enter the business name. This field supports autocomplete to help you avoid duplicates.
  • Entity Type — Select the legal entity type (for example, Australian Private Company, Strata-title, Other Partnership).
  • Tax Id — Enter the ABN or ACN (format: 11 111 111 111).
  • Location — Country code (for example, AU).
  • Tax Url — Link to the ABR entry for verification.

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Status and relationships

  • Parent — Optionally link this account to a parent account for hierarchical structures (for example, franchises or multi-site businesses). Use the Quick Add button to create a parent account on the fly.
3

Save

Click Save to create the account. You are taken to the new account’s detail page, where you can add sites, connections, and agreements.

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After creating an account

Once created, you should:
1

Add sites

Navigate to the Sites tab and add physical locations.
2

Add connections

Link electricity, gas, or water meter connections to each site.
3

Create agreements

Set up energy agreements with suppliers. See Managing Agreements for details.
4

Link retail accounts

Associate retailer account references for invoice matching.