We've made additions to our software so our US customers can record extra contract/customer information.

New fields added include:

Transmission Tag (found in Customers > Accounts).
Holdover Rate (found in Procurement > Create Quote)
Bandwidth Percent (found in Procurement > Create Quote)

We've developed a unique 'smart matching system' when importing commissions. Previously our system required an exact match between the suppliers commission statement and the account ID stored, in order to apply the commission to the correct account. With this update, our software will first check for an exact match and if that can’t be found it will expand the search to look for a 'closest' match instead. Meaning that even if a supplier has added additional data to the end of an account ID, the imported commission will still be correctly assigned.

We noticed some Commision List exports (Analytics > Commissions) were taking a while to complete. We've made some code improvements, ensuring that exports are now completed much quicker.

Now when a user marks an Employee Payment as 'Paid' (Analytics > Employee Payments) it will automatically show a tick in the 'EP' column within the Invoicing section of 'Commissions (Analytics > Commissions).

A new field, labelled 'Registration Status' has been added when performing a meter lookup. Upon a successful lookup, one of the following statuses will be returned: Cancelled, Active, Pending, Secured Inactive, Secured Active.

A new entry has been added when generating a bespoke tender submission. It has been noted that it would be useful for suppliers to include a dedicated field for any 'Standing Charge Commission'. You can now find this option under at the 'Tender Details' stage when generating a bespoke tender request.

When setting the payment term for a contract you can now select 'Split Reconciled at 18 Months' and choose to have a percentage of the total contract consumption allocated at the 'Live Date' stage. This is as well as the previously available option to allocate at the 'Sign Date' stage.

Throughout our software (user-level dependent) you can filter information by associated users. E.g. Within the Leads module, you're able to filter leads that are associated with a particular Account Manager. We've updated this account filter dropdown so it's now clear which users are active and which are inactive.

We've added a new deal status to use when a COT is completed.

Now, when a COT is completed, the old contract can be stopped by amending the live end date to the date of the COT and the contract can be identified as a COT Out.

We've made some SQL changes to optimise data exports. Exports affected are ones that contain contract information and fields that require next/latest/previous values (e.g. supplier name and CED). These optimisation changes will be most effective when attempting to export large batches of data.

PDF bills supplied by Crown Gas & Power can now be uploaded through BILL VAL without the need to transfer to a CSV template. We'll continue to update BILL VAL to accept many more supplier PDFs.

Within the 'Meters' screen for a 'Customer', we've added an optional feature to store the 'Measurement Class' for their NHH meters.

We've added better error handling to help you diagnose those annoying upload error messages. When submitting contract information through the EDF API you can see handy hints on what information has been missed and what can be done to successfully submit the correct information.

We've added a new search filter within the 'Customers' and 'Leads' modules. You can now drill down to a contact or lead using a 'Referral Partner'.

We've made it possible to import multiple notes for multiple customers when bulk importing customer information via a spreadsheet.

EDI bills supplied by Npower can now be uploaded through BILL VAL without the need to transfer to a CSV template.

When requesting pricing through our connection with Tickd it's mandatory to provide a valid company registration number for it to succeed. This has previously made it tricky to receive quotes via Tickd for non-limited companies. We've added an optional bypass where a user can enter the Company Reg. TE888888 to inform Tikcd that the company is not limited and allow the quote to proceed.

We've spent time improving our advanced search functionality when looking for site addresses. Previously when searching any site address within the Customers or Leads modules it was necessary to input a fully completed line of address to bring back any results. Now, your search can be as vague as you need and the improved search function will match all relevant sites.

When a new site address is added we'll now also look up and store the longitude and latitude value for you. This information can then be used by our software to show map and location data where required.

We've updated the UI of BILL VAL to include four new tabs to keep track of current and past validations. They comprise of 'Validated', 'Under Query', 'Complete', and 'All'.

PDF bills supplied by BG Lite, Crown Gas & Power, or Shell Energy can now be uploaded through BILL VAL without the need to transfer to a CSV template. As mentioned previously, we'll continue to update BILL VAL to accept many more supplier PDFs each week.

We've adapted the validation process to now check any additional miscellaneous charges added by the supplier (e.g. 'Agreed Availability Charge', 'Reactive Power Charge', 'Settlement Agency Charge', etc.). This is currently enabled with EDF bills but can be rolled out for other suppliers where appropriate.

If your data is raw then importing it into our software can be a big job, that's why we try and provide as much feedback from a data import perspective as possible. If there's a lot of data then there will potentially be a lot of feedback. We've made that feedback easier to work through by offering the ability to download a full error log of what needs to be fixed in order to upload successfully. Simply click 'Go' - 'Download Error Log' within the Data Import module.

We've made two small improvements to the Tasks section of the customer portal. Firstly, when a customer raises a new task they automatically have visibility of said task (previously a task wasn't visible to a customer unless switched on from the parent account, even if the customer had created it themselves). Secondly, it's now possible for a customer to add a new task with additional notes attached (previously it was only possible for a customer to create a new task with just the subject field and no further information).