Dev Update: August 2024
August
Twenty Twenty Four
How To Build
Energy Software
(A monthly dev update)
Each month we coax our dev team into a room (using an elaborate set of food based traps) and get them to tell us what they’ve been working on. Then we write it all down for you to read.
This month our focus has been on reducing the time it takes for you to complete everyday tasks.
We’ve made some really positive, time-saving changes by adding filters to pages that contain lots of results, meaning you can see only what you need to and reduce the time it takes to find and display those results.
In addition, we’ve added more bulk functionality to BILL VAL so you can update your validation results super quickly!
We’ve also had an overhaul of our help guide section to help you be more self-sufficient, spend less time waiting on a response and more time being proactive. As always, if there’s anything you think would be useful to see on Utiliversity please let us know via our Support desk, we’re always open to suggestions!
For this and everything else, take a look below:
Highlighting Exceptions
If you’re ever wondering why a sale isn’t showing in your dashboards then our 'Comms Exceptions' tab in Pipeline can be super helpful.
Originally there were only two reasons a contract would show in this tab: If payment terms weren’t present and if Opportunity Type was set to N/A. We’ve now extended the reasons to include any accepted contracts that aren’t included in forecasting, they will appear in the 'Comms Exception' tab with a reason of Comms Excluded, helping you keep tab of which contracts need attention.
And with this update comes a friendly reminder to check this tab regularly - ideally there shouldn’t be anything in this list.
Built for: PRO CRM
Speedier Tender Generation
This is a small change but it could save you a few precious seconds when creating contracts. When you’re going through the process of creating a new contract, you’re asked to select the durations you wish to price for. We’ve added a ‘Select All’ checkbox to this page in case you want to select all without the manual work of clicking each duration. Small design change, big time saver.
Built for: PRO CRM
Smoother Manual Overrides
Another small change we made this month is to the BILL VAL journey. Often when uploading a large batch, there can be multiple failures. Previously, you could either pass each line manually, or bulk pass ALL items.
We realised that this wasn’t perfect and we’ve added some more functionality to our Bulk Actions - you can now select which lines you would like to pass or fail, giving you much more flexibility over manual overrides.
Built for: BILL VAL
Keeping Track of Account IDs
As Account IDs can often change in the US, it’s vital that we can store historic meter information against imported commissions to ensure the commission is applied to the correct location.
Until now, we weren’t able to export historic meter information but we understand how important it is to have visibility over this, so, you will now see a checkbox on the 'Portfolio' export where you can decide whether to export Account IDs to see when and who, various accounts were changed to and from.
Built for: PRO CRM (US Only)
Better Search Functionality
If you’ve ever uploaded an invoice you’ll know that they appear in the Customer > Supplies > Invoices section, but you’ll also know that until now they haven’t been filterable - meaning that large, unsearchable lists have lived in your system; not anymore!
You can now choose from a range of filters such as supplier account number, invoice and billing dates, invoice numbers and validation results to narrow down your results drastically, and for the cherry on top, you can put everything in date order too!
Built for: BILL VAL
Time-Saving Auto-Population
More usability-enhancing functionality here - when creating activities linked to a particular bill, we now pre-populate the ‘Linked To’ field with the relevant batch reference. That's not all, we’ve gone one step further and if you create an activity at the invoice level, we copy both the line reference and the batch reference into your activity - saving you tons of time and effort.
Built for: PRO CRM
A Handy Helper
You might have heard us talking about Utiliversity a lot recently. We’ve now started to remove all of our old 'Help' content and replace it with up-to-date guides on how to use our system.
If you’ve not visited our 'Help' section before, it can be found in the top menu bar on the right-hand side. Our ‘Online Learning’ section links to all courses or allows you to search for a course if you’re looking for specific help. You’ll find answers to FAQs and guides on how to set up new sites, supplies and contracts to list a few.
Built for: BILL VAL
BILL VAL Fail Summary
Adding on from our other BILL VAL update, there are times when you might upload a batch of invoices and you’re aware that multiple items will fail for various reasons.
It is now much easier to view these failures in one place. Within the overview, you can use our new dropdown to select which 'Failure Reasons' you would like to view results for. This will populate a list of invoices that failed due to your selected parameters, you can even select multiple reasons!
As well as this, you can view a quick breakdown of the error by clicking ‘Summary’ to see the failure reasons within the batch overview screen, rather than having to click away and revisit multiple times, we love this update and hope you do too.
Built for: BILL VAL
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!
Coffee Morning For The Energy Industry
An Energy Industry
Coffee Morning
Hey Energy industry! We know Mondays can sometimes be a slog! So we'd like to offer a boost to start the week. A caffeine boost to be exact.
Let's Call it
We love creating software that boosts productivity. In fact, boosting the energy industry is what has driven us since 2016.
But what boosts us?
Coffee, that's what!
If you fancy a cup on us to start the week then head over to the UtilityClick LinkedIn page.
As this Monday we're giving away coffee vouchers to anyone working in the energy industry who's in need of a brew.
We've set it up as an event, so all you have to do is enter your details and we'll send the first 5 UK & US submissions a voucher for a well-known coffee shop (don't worry there's no actual event to attend).
Visit Our LinkedIn Page
Good To Know
We need your details to send the voucher but that's it. Your details will only be used for voucher sending and we won't keep a record.
One More Thing:
...But the Monday good times don't stop there! For every submission we receive on Monday, we'll donate to Macmillan Cancer Support. So even if you're not one of the first five to grab a coffee, we'll be sending a donation on your behalf to a great cause.
Macmillan Cancer Support is a fantastic UK charity that runs donation drives through coffee mornings to help raise funds for people and families suffering from cancer.
If you've benefited from a free coffee from us, please consider sending them the money that you would have spent via a donation.
Make A UK Based DonationMake An International Donation
Tenant Rebilling Is Here
Introducing
Tenant
Rebilling
With Tenant Rebilling, you can upload utility bills directly from suppliers and offer landlords or property managers a complete breakdown of each sub-tenant's bill.
Book A Demo
Why Do I Need It?
Do you have customers with complex billing requirements, where one primary supply point services multiple tenant sub-meters?
With our Tenant Rebilling module, you can give your customers some much-needed relief in creating tenant invoices whilst adding even more value to your brokering portfolio.
How Does It Work?
1. Upload The BillSimply take the supplier file, upload to BILL VAL and let the system get to work. 2. Let Us Do The WorkBILL VAL will extract all the necessary data (including any charges and fees) to calculate an average pence per unit cost. 3. Analyse UsageThe system will take sub-meter usage information from manual meter submissions OR automatically import the data from Half Hourly / AMR meters. 4. Crunch Those NumbersIn no time at all you'll be presented with a clear exportable breakdown for each tenant, together with any overriding residual costs attributed to the landlord. The system will even create your own white-labelled tenant invoices. Good To KnowBILL VAL also supports validation in layers so even if sub-meters are broken down further between multiple occupants, these results can also be calculated.
Book A Demo
Picture This
Jarrod owns a shopping centre with one energy supply point overseeing multiple stores with their own sub-meters.
He receives a regular bill from the supplier but calculating the correct subtenant breakdown (including averaging out fees and overarching charges) takes hours of admin.
You can save Jarrod from a life of unnecessary admin headaches! (whilst also charging for an extremely beneficial value-added service).
How Can I Present
This To My Customer?
As with the majority of our services, you can easily present the results back to landlords within your very own white-labeled portal.
We'll help you get set up with your own logo and brand colours, after which you can offer customers a secure login to easily retrieve sub-meter and billing results.
Book A Demo
Dev Update: July 2024
July
Twenty Twenty Four
How To Build
Energy Software
(A monthly dev update)
Each month we coax our dev team into a room (using an elaborate set of food based traps) and get them to tell us what they’ve been working on. Then we write it all down for you to read.
The lead-up to the summer holidays is always a busy time for us but it hasn't stopped our devs speeding through BILL VAL parsing whilst adding some really useful functionality to the CRM (much more detail to follow on that one).
Another seven suppliers have been added/had their mapping updated but that's not all we've done on the BILL VAL front! We've developed a 'Quick Add Batch' option so that if an import fails (or you simply don't want to upload a bill), you now have the ability to quickly add a batch by typing out the details.
In other news, we've made our HH Data Imports far easier to handle and we've integrated with another document signing service which is 12x faster (on average) at returning LOAs and contracts than DocuSign.
Read on for a more in-depth look at what we've been up to so far...
Signable Integration
We're always on the lookout for ways to make processes speedier for you, and this month we've made the move towards Signable where we're seeing much faster returns on LOAs and contracts - an average of 5 minutes as opposed to 1 hour.
There's also the added bonus of it being a lot cheaper - don't worry if you're not a fan of change though, we're not forcing anything on you, DocuSign is still integrated for uninterrupted use.
Get in touch with your account manage if you're interested in trying Signable in place of DocuSign.
Built for: EVERYTHING
New Support Area
UtilityClick sees a near future where you have instant answers to as many of your questions as we can pre-empt.
We've been working really hard on updating our help content via the Utiliversity site. If you haven't seen it already, head over to utiliversity.com to have a look around and if you have any questions this should be your first port of call. It's jam-packed with courses that show you how to use the system to its full capability, and we have an FAQ section where you can read about subjects like how to reset a password, how to make a user active again and tips on checking your data import errors for common mistakes.
We are continuously adding to this knowledge base and are open to suggestions on content that might be helpful to you.
Also, keep an eye out for how the pages in your CRM are changing; we are adding help tools to each page to show you the answers to common questions and issues without even having to leave your site.
Built for: EVERYTHING
Charity Reg Number LOA Mapping
Our LOA mapping functionality makes creating LOAs simple and quick. We noticed though, that we hadn't provided a way of mapping a charity registration number, so we've now added that in for you. Just go to Admin > LOA Templates and you will see the newly added charity registration number option ready to map.
Built for: PRO CRM
Improved VAT Validation
We were recently made aware that, in certain situations, it could be useful for VAT to be set up at the site/supply level rather than the customer level. Our previous limitations were causing issues within BILL VAL but now, when adding or editing a supply, you will see that there is a new field to add VAT at the supply level, simply add the VAT here and BILL VAL will do the rest for you.
Built for: BILL VAL
Commissions Overview: New Filters
If you've ever tried to remove a meter from an existing tender you might have come across a little red error message saying that Supplier Receipts exist and you need to delete them before removing the meter.
You've told us though that it's sometimes difficult to locate said Supplier Receipts. Because of this we've added some extra filters to Analytics > Commissions so you can now search easily for Supplier Receipts based on the meter number, tender reference and customer.
Built for: PRO CRM
More BILL Parsing
We've continued adding to our long list of existing BILL VAL ready suppliers. This month we've made amendments to Crown Gas & Power, Pozitive, EDF, Bryt, Brook Green, 100 Green and F&S.
Built for: BILL VAL
Quick Add Batch Button
You might have noticed that we've added a really useful button called 'Quick Add Batch' which aids in importing bills that are slightly different to our current mapping rules.
In the past, you'd have uploaded the bill, seen an error warning and been unable to import any of the values, now you can import values based on the contract details that are already in your system and add/change any extra information as you go - no delays or support tickets required!
Built for: BILL VAL
Improved Consumption Data Imports
HH and AMR data can be a pain to import just due to the sheer amount of values that need adding.
It's easy to miss a date or a reading, and really frustrating to have to sift through your import to find the error. You'll be very happy to know that we've changed the way our data import works for this part of the system - now, if you're missing a date, or you've left a reading empty, our system will first warn you and then allow you to choose whether to cancel the import completely or go ahead and add the empty values as zeroes instead.
We've also looked at the issues you were having with Daylight Savings data, the system now fully supports the missing and extra hours in March and October respectively.
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!
Dev Update: June 2024
June
Twenty Twenty Four
How To Build
Energy Software
(A monthly dev update)
Each month we coax our dev team into a room (using an elaborate set of food based traps) and get them to tell us what they’ve been working on. Then we write it all down for you to read.
If you've been keeping up to date with our regular mailouts, it will come as no surprise to you, that this month we've worked on *drumroll* more BILL VAL mapping - but we of course have plenty of other updates to tell you about too!
We've mostly been busy in the background speeding up databases, site searches and making the dashboards more functional - these are things you won't necessarily notice straight away, but over time you'll realise your work day is far more efficient. We've also done some work to the meter lookup tool to integrate with our new MSN functionality, as well as mapping bills for BES, Ecotricity and Opus.
Take a look below for this and more and we'll see you back here next month for more updates.
More Bill Mapping
Three more suppliers joined our BILL VAL family this month: BES Utilities, Ecotricity and Opus, meaning you can now upload both NHH and gas bills for Opus, gas and electricity for Ecotricity and BES bills for all utilities. This means we now have 13 suppliers available for BILL VAL parsing, with multiple utilities for each supplier!
Built for: BILL VAL
Speedier Service
We love welcoming new customers, and recently we've onboarded some with some rather chunky data requirements. We want to make sure that both new and old users don't experience any unnecessary slowdown, no matter how large their datasets. Because of this, our devs have been working hard in the background to speed up our databases and in turn speed up your searches.
Built for: EVERYTHING
Meter Lookup tool & MSNs
The meter lookup tool is great for saving you time when entering customer/lead information - it literally does the job for you. As you know, we recently added in the ability to assign multiple MSNs to a meter. We’ve now made sure that if you use the meter lookup tool, the MSN returned from there is entered into your system and used by default as the Primary MSN. Don't worry, we’re keeping any MSNs you’ve added manually too, just in case you do want to overrule the lookup tool for any reason.
Built for: PRO CRM
Dashboard Enhancements
Minor Display Improvements
As our work continued with BILL VAL mapping, we noticed a small issue where the count of failed and skipped invoices would change depending on which tab you were viewing. Small display bugs like this don’t affect data quality but we’re perfectionists, so it triggered us to have a really good look around BILL VAL and make some small but important display alterations.
Built for: BILL VAL
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!
Election Help: Which Way Will You Vote?
Which way
will you
Can't Decide?
We're here to help
Aren't we fortunate to have such great candidates to choose from? 😅
But which one are you going to choose?
Thankfully UtilityClick is here to help you decide!
Let’s take a look at the options...
The Blue
Candidate
Name: PRO CRM Date of Birth: 2015
Likes
- Organizing chaotic customer data with flair.
- Making instant decisions and winning applause.
- Multitasking like a PRO, handling multi-site with ease.
Dislikes
- Delays in contract submissions caused by incomplete data.
- Messy, unorganized data.
- Seeing non-UtilityClick users performing tedious manual calculations.
Career Highlights:
PRO CRM began its illustrious career as a visionary leader in the energy sector. Known for its efficiency and adaptability, it revolutionized energy brokerage by introducing a comprehensive system for managing leads, generating pricing quotes, and forecasting commissions.
Vote For PRO CRM
The Red
Candidate
Name: API Date of Birth: 2017
Likes
- Seamlessly integrating into any system.
- Handling complex requests with a smile.
- Providing top-notch support from skilled developers.
Dislikes
- Rigid, inflexible systems.
- Unresponsive support teams.
- Off-the-shelf CRMs that don’t utilise energy procurement tools.
Career Highlights:
API is a versatile and forward-thinking candidate renowned for its role in integrating advanced technology into the energy brokerage sector. API's career is marked by its ability to empower businesses by allowing seamless integration of UtilityClick's tools into their own systems, ensuring complete creative control and enhanced functionality.
Vote For API
The Green
Candidate
Name: BILL VAL Date of Birth: 2021
Likes
- Spotting errors from a mile away.
- Clear, concise reports that dazzle the audience.
- Helping customers save money and energy.
Dislikes
- Ambiguous billing statements.
- Wasteful energy practices.
- Vague, uncustomizable validation criteria.
Career Highlights:
BILL VAL is a distinguished candidate known for its meticulous attention to detail in validating energy bills. This leader ensures the accuracy of customer bills, identifying errors and potential savings. BILL VAL's career is marked by its dedication to transparency and efficiency, providing instant, clear reports through a state-of-the-art portal.
Vote For BILL VAL
The Yellow
Candidate
Name: PRICED Date of Birth: 2022
Likes
- Generating quotes faster than a speeding bullet.
- Saying ‘goodbye’ to Excel files.
- Delivering perfect PDF results with a flourish.
Dislikes
- Slow, inefficient pricing processes.
- Errors in contract generation.
- You losing out on commission that should be yours.
Career Highlights:
PRICED is a dynamic and resourceful candidate known for transforming how brokers handle pricing. Its career is marked by an ability to generate thousands of prices instantly, making it an invaluable tool for businesses starting out or scaling up. PRICED is celebrated for its commitment to transparency, ensuring brokers retain their commission and providing numerous add-ons to enhance workflow.
Vote For PRICED
Development Update - May 2024
How To Build A CRM
(A monthly update from the development team)
This month we reluctantly said goodbye to the football season, and now we need something else to fill our weekends with…so, we've set ourselves the mammoth task of adding even more suppliers to our rapidly expanding BILL VAL service.
Our developers have already mapped a huge amount of bills this month and because of this we welcomed eight new suppliers to the system, but we’ve got many, many more lined up for future months. What's more, as the format of bills change continuously (thanks for that suppliers 😉) we will continue to monitor and update our mapping accordingly.
For our US customers, we’ve not forgotten you. Upgrades are being made all the time to improve your journey through the UI and this month we’ve looked at how the system can help manage rolling contracts better. Additionally, we’ve put our new vocab knowledge to good use and updated your exports so that they actually make sense to you.
For this and other new features, read on for our May Development Update...
More Bill Val mapping completed!
It’s been a busy one for the BILL VAL devs!
On top of all their other tasks they’ve managed to map eight completely new supplier bills, as well as re-map existing bills (that have been amended from their previous setups)
This month we welcome:
Corona (Gas and Electricity)
Ecotricity (Electricity)
E.On Next (Electricity)
Smartest (HH)
Regent (Gas) and
United Gas & Power (Gas and Electricity)
to our BILL VAL Native Format family.
Keep an eye out because there’s even more lined up for the coming months.
Built for: BILL VAL
Rolling Contracts: Auto-Update
We thought it would be great if our system took out some of the manual work when it comes to rolling contracts, so we created a new deal status called 'Residual'.
When a contract with this deal status comes to within 30 days of its Live End Date, our system will automatically update the Live End Date to 30 days in the future, meaning you don’t need to manually oversee the live end dates for automatic renewals.
Built for: PRO CRM (US Only)
US Exports Updated
We're always learning - UK and US energy industries use very different vocabulary and we are doing our best to maintain linguistic accuracy when it comes to these international differences. We've recently updated our exports on the US system and replaced the UK units and column titles to actually make sense in the US, sorry about that guys!
Built for: PRO CRM (US Only)
Team Member's Access To BILL VAL
Up until recently, only SuperAdmin users could access BILL VAL but we've recognised the need to offer visibility to your Team Members too, so now when you add a new team member to your system, you can decide whether the user needs access to BILL VAL or not. This keeps important restrictions in place for other admin areas of your system, whilst still allowing teams to import and validate bills.
Built for: BILL VAL
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!
Development Update - April 2024
How To Build A CRM
(A monthly update from the development team)
This month we really wanted to focus on how usable our system is, so we’ve been putting ourselves in your shoes and using the system as if we were the customer.
This has highlighted multiple areas where we thought tooltips and/or references would come in handy. You’ll notice these as you click around the system and we know it will have a positive impact on your routine.
We’re also making more of our existing notes system. You may not have noticed, but throughout our software, there is a History & Notes feature where changes are automatically logged, you can also leave a note for yourself (it’s ok we talk to ourselves too!) or a note for a colleague who might be working on the same item. We wanted this to be a bit more prominent, so within BILL VAL we made it more obvious!
Other things we’re proud of are simultaneously adding functionality to our supplier set-up whilst also removing a step that you previously needed to take and removed the multiple steps previously required to download all of your contract documents.
Read on for a more in-depth explanation of what we’ve been up to and we’ll see you back here in a month.
Searchable BILL VAL Queries Within Activities
You might remember that last month we created unique references for each BILL VAL record, we've now incorporated that reference into any activities raised via 'Under Query'. You'll notice that the reference will now appear in the 'Linked To' field of the activity and will be searchable on the Activities page too.
Built for: BILL VAL
Easier to locate missing dates from your bills
We've been making more big improvements to BILL VAL. It's now really easy to see where gaps in dates have occurred in your bills. The ability to set a start and end date for bill validation on individual meters means that if your imported bills have gaps in their dates, they will show up in BILL VAL Exceptions, making it really easy for you to chase up any missing invoices.
Built for: BILL VAL
Other bits and bobs...
We've also added the following other bits and bobs...
Better tracking of BILL VAL notes
BILL VAL is a big part of our system and contains many sub-sections. We know that our customers like to make notes to keep track of changes or, leave messages for other agents that might work on the same invoice. We thought it would be good to highlight when a note has been made, so you can now see a little green rectangle underneath the reference wherever a note has been left, no more missing notes!
Built for: BILL VAL
Download all your contract documents
Over the years we've added the ability to upload more and more supporting documents to your contracts, but now we've made it more efficient to re-download them all into one place. You'll now find a 'Download All' button within View Contracts which allows you to export all your contract attachments at once, meaning you no longer have to click multiple buttons to retrieve your important documents.
Built for: PRO CRM
More tooltips
We’ve made more UI improvements this month. In our Pipeline there’s a really useful tooltip when you hover over the customer’s name; it tells you who the Account Manager and Lead Generator are, without having to click into the customer details screen. We’ve copied this functionality into the Procurement tab so you can get the same quick and easy access to info about a customer.
Built for: PRO CRM
Better management of contract terminations
We've made managing Supplier Terminations easier by automatically setting up each new supplier with a 'Termination Required' flag, this will help you keep on top of your contracts and prevent terminations from being missed in the future.
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!
Development Update - March 2024
How To Build A CRM
(A monthly update from the development team)
This month:
Welcome back to the March edition of our regular dev update and with it, we've felt a little like Dr. Sam Beckett.
If you remember the 90's TV series Quantum Leap...
Ok, well maybe we've not been looking to leap home but we've certainly been striving to put right what once went wrong.
As you'll know we release a lot of feature improvements to our software but sometimes these improvements inadvertently supersede other elements that you've previously found useful.
You've told us where improvements could be made and we've taken this month as an opportunity to develop them.
Below you'll find where we've leapt to add a useful copy function for meter serial numbers, we've strived to add the 'child invoice number' to invoice batch exports and we've hoped to make the bulk updating of customer/leads a little more robust.
For this and Other Bits And Bobs check out all of our dev updates from March below.
Oh boy.
Copy That!
We recently added functionality to store multiple serial numbers against a supply where we replaced a text box with a dropdown. In doing so you told us that you could no longer select the number and copy it. We're good listeners so you'll now find a 'Copy' button next to the MSN dropdown to make copying those numbers a breeze again.
Built for: PRO CRM
Export Improvements
A while back we made it so that parent and child references are imported in BILL VAL, but for technical reasons we weren't able to add the child number to the batch export. We've worked around that and it's there now so you can analyse your bills more easily.
Built for: BILL VAL
More Control Over your Imports
We know how handy a bulk import can be so we've been looking into how we can improve them. It came to our attention that you weren't able to add parents to leads when bulk importing, meaning you had to manually edit individual leads post import.
You can now add parents to leads in bulk by going to Admin > Data Imports and selecting the Leads option in the dropdown, saving you tons of time and effort.
Continuing on this front, last month we mentioned that we wanted to give you more control over your own data. You now have the ability to add, edit and delete customer parents in bulk, allowing you to flexibly manage your customers without having to ask our support team for help.
Built for: PRO CRM
Other bits and bobs...
We've also added the following other bits and bobs...
Progress with MOP/DC Suppliers in Forecasting
We're working on updating our MOP/DC supplier section so that contracts placed with these suppliers can be included in your commission forecasts in the future. This month, we've been busy creating new payment terms which will include the ability to choose which month(s) the invoice is expected in. Watch this space!
Built for: PRO CRM
Easier to Reference Bill Val Batches
We're still making regular improvements to our BILL VAL service and this month we've added a reference number (similar to the ones you use for contracts/tenders) which will come in really handy if you have a query for support or want to quickly search for a specific batch import.
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!
Development Update - February 2024
This month:
Welcome back to our February dev update and to be quite honest - it's been a quiet month for new feature releases.
There's a good reason for it though! You may have seen via our social channels that we've hired and made structural changes to both our project and product teams ("Hello" 👋 Clare Mason and Charlotte Bradley).
They're now well and truly embedded within their new roles and we're already seeing the benefits in the form of planned product features and improvements. These are hefty enhancements that mean our dev team have been head down for much of the month.
We can't give away too much at this point but keep an eye on future mailouts for big product improvements coming soon (especially on the BILL VAL front!).
For now, check out the 'Other Bits & Bobs' that we released in February:
Other bits and bobs...
We've added the following other bits and bobs...
Monies Received Dashboard
The Monies Received table in Financials (Tables) has always been great for reviewing the forecasting history of a meter, but we’ve now made it even better by adding in the date and time that the forecast was last updated, which should help save time and make your audits more accurate.
Built for: PRO CRM
Easier to understand exports
When you’re creating meters, it’s possible to choose their AMR status, but previously if you chose Non-AMR it would leave blank cells in your Portfolio export - our logic being that there is no AMR status, so don’t populate the cell. However, we understand that Portfolio exports can be large and it can cause confusion to see blank cells, so we’ve made a simple but effective change that populates the AMR status to Non-AMR when required.
Built for: PRO CRM
Even more contract functionality added
Our contract generation tool is designed to save you time by collating information from customer details, contracts and products to create a quick and accurate contract to send off to the supplier. We’ve added even more functionality to it this month by allowing you to add bank address details to each customer, and easily map them to your supplier contracts.
Built for: PRO CRM
Improved Bill Val Navigation
When uploading bills there are often differences between what has been entered into the system and what is in the supplier bill, these manifest as failures within Bill Val and need to be manually fixed. Previously, there were over 6 steps to take to navigate from failure to failure, now we've made the journey much swifter by adding a 'Next' button to the failures page.
Built for: BILL VAL
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!