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The Invoices module manages the full lifecycle of energy invoices — from upload through processing, validation, and payment.
UMS Invoices list showing invoices in a data grid

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Page tabs

The Invoices page is a tabbed workspace. Each tab owns its own toolbar actions:
Invoice Validation is not a separate menu item — it lives on the Dashboard and Review tabs here, and on the Review tab of each invoice’s detail page.

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Invoices list

The Invoices tab displays all invoices in a data grid:

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Uploading invoices

Open the Uploads tab on the Invoices page, which provides a drag-and-drop upload zone. You can:
  • Drag and drop invoice files (PDF, CSV) directly onto the upload area
  • Click the upload area to open a file browser and select files
Uploaded invoices are automatically processed through the OCR pipeline (UtiliRead) and matched to the appropriate account and connection.

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Row actions

  • See Details (arrow icon) — Navigate to the invoice detail page with Overview, Lines, Ledger, Documents, Review, and History tabs
  • More (three dots) — Additional actions