Happy New Year once again to all our friends and colleagues as we return from our Christmas hibernation.

Join us as we dust off the powdery coating from our chins (we think that's from the top of the mince pies but it could be eczema) and wipe the drool from our PJs as we look back at everything that we released last month.

If our dev team were distracted by the excitement of the jolly red man coming down their chimneys, it certainly didn't show in the number of items that we released.

There's plenty to unwrap (see what we did there?) in this month's update. One seemingly insignificant item worth taking note of though, is the 'Your Account' page. Although it's present-ly (sorry, we'll stop now) only a very minor improvement, it's the beginning of big changes within the admin of your account. Over the coming months, you'll see it develop much further and ultimately give you the power to add optional features, manage invoices and administer your users.

For this and everything else, take a look at our December dev update below:

Manage Historic Invoice Records

Having historical invoice data available to compare against the new could obviously be very beneficial. Whether that's old data found before you began validating for your customers; or exported data from another bill validator that you'd like to utilise within UC. We're happy to reveal that we've created a couple of great tools for managing historical invoices.

First up, when clicking "Import Batch" you can now download and subsequently use a new 'historic invoice' template. Here you can add extra information to your historic batches, such as 'Date Originally Validated', the 'Validation Result', together with any 'Notes' you'd like recorded.

Then, once added, you'll find a brand new tab labelled 'Historic' from which you can drill down and view/edit this historic information.

Built for: BILL VAL

Mandatory Fields For Each Data Import

Our system is vast and so is the potential amount of data that needs importing. As you'll likely know, we provide a handy set of templates to add your data to before attempting to upload. Some of these templates have mandatory fields as the system needs the information before it can successfully add it to your account. For instance, you can't bulk-add a list of customers without a name for each customer.

We know how fraught importing data on a large scale can be and we're passionate about making the process as pain-free as possible. We'll be putting a lot of focus into this area throughout 2025. As a first step, we've added a new simple feature that details each mandatory field required within each template. Now, (within Admin - Data Import) when you select a particular import, the required information is clearly shown so you can check off each column before attempting a new upload.

Built for: EVERYTHING

Refresh Button For Dashboards

We understand you want to see the latest data in your dashboards and given the volume of data, it's not always possible for the system to be continuously checking for new imported data to account for. Case in point, when importing supplier receipts the system needs to be told to go back and crunch the new numbers, taking into account the recently imported data.

We want to put the power in your hands so we've added a new "Update Now" button to key dashboards (Commission by US State, Financials USA, Financials (Tables) USA, and Partner Financials). Now you can be sure that the data visualised within your reporting is reflective of the data that's just been manually imported.

Built for: PRO CRM – US ONLY

Add Cost Line To Invoiced Volume Reporting

A simple but handy addition has been added for your customers within the customer portal Invoice reporting. We've updated the "Invoices: Cost & Usage Overview" dashboard to show the Total Cost overlayed as a line within the Invoiced Volume bar chart.

Built for: BILL VAL

Batch Name Added To Invoice Exported

When you're exporting invoice data (via Analytics - Export Data - Invoices) you'll now see all 'Batch Name' data associated with that invoice within the outputted file.

Built for: BILL VAL

Search By Batch Name

A new search field has been added to the bill validation results page that allows you to retrieve results based on the Batch Name.

Built for: BILL VAL

YU Energy EDI Parsing

EDI files from YU Energy have been mapped and can now be parsed within your BILL VAL account.

Built for: BILL VAL

Improved User Interface Of 'Your Account' page

The UI of the 'Your Account' page (Help - Your Account) has been brought up to date and a more accurate detail of your current subscription is shown.

Built for: EVERYTHING

History & Notes Added To Meter Lookups

When a Meter Lookup is performed against any meter, the returned information is now recorded to the 'History & Notes' section for that meter. This can be useful if you periodically wish to review the information via a new lookup, allowing you to see when the information was first recorded and if it warrants a new lookup to check for changes.

Built for: PRO CRMBILL VAL

Ability To Delete Historic Account IDs

Mistakes happen. If you've accidentally updated an account ID with an incorrect value then it can affect the way the system also accounts for commissions related to that account. Within the History & Notes section, you're now able to delete any incorrect additions.

Built for: PRO CRM – US Only

New Commission Types Added

When setting up the commission structure for a referral partner, you can now choose to add two new options to your arsenal, Fixed Fee and Combined.

Fixed Fee ensures the referral partner gets paid a fixed fee regardless of the consumption or commission put in place by the agent. Note that with this option, it's possible the split will be higher than the total commission for the contract. As such we've added a handy warning when this is the case.

Combined ensures a p/kwh commission and a Fixed Fee commission is applied. This will work in the same way as the traditional commission type with the exception that it will be for p/kwh and a fixed fee on top rather than a p/kwh and standing charge commission.

Built for: PRO CRM

That’s it for this month.

Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!

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