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).

When a deal status is changed to “Awaiting Lock-In” an automated email is now sent to the Account Manager and Lead-Generator to notify them that the deal has been submitted to the supplier.

We've worked with Docusign to decrease the wait time between a recipient actioning a document and the parent user being notified. E.g. When a customer signs your document, our software will notify you sooner.

Our software allows a user to manage specific settings for their individual profile (User Profile - My Settings). We've extended this to include even more options (dependent on your user level). For instance, it's now possible to enable/disable features such as Meter Lookups and the UC Jukebox on an individual basis.

PDF bills supplied by Pozitive Gas and TotalEnergies can now be uploaded through BILL VAL without the need to transfer to a CSV template. We will continue to update BILL VAL to accept many more supplier PDFs over the coming weeks.

Optional Feature: With this feature turned on only Lead Generators and Account Managers will receive Sales pack email notifications. Useful if your organisation structure requires only those selected user groups to be notified.

When changing Supplier Payment Terms, users with the requisite privileges can now see an accurate historical log of what they were changed from and what they were changed to.

If a Lead or Customer has been set up as a 'Micro Business' then a label is now displayed above the left-hand menu, allowing users to quickly ascertain if it is a Micro Business or not. Additionally, if a Micro Business is Electric or Gas only, then this information is also displayed within the new label.

Previously if you were to update the Meter Serial Number (MSN) for a given meter, that number would also update when viewing historical reads. You've asked that when viewing historical reads you are shown the MSN at that point in time. Making it a useful tool to see if a meter exchange has occurred.

This new feature allows users with an access level of 'Sub-Admin' to be able to view a restricted version of the dashboard reporting suite. Only data for customers relating to that user will be visible.

We've improved the functionality and the fields presented when exporting previous Invoices (through BILL VAL). New filters available include 'Batch Creation Date From', 'Batch Creation Date To' and 'Error Type'.

Contracts automatically generated through UtilityClick via Docusign are traditionally uneditable. We've amended this so certain fields (Name, Address, Bank, Account No., Sort Code) can be edited by a customer prior to signing, if required.

When adding a meter to a tender, a warning message is now displayed if any of the contract start dates are different to the main tender contract start date (from the previous step). If the user chooses to continue, the system will automatically update the tender contract start date to the earliest contract start date set against the meter.

You can now add bespoke notes and track any historic changes from your team within the Supplier module.

For accounts that employ sub-brokers, you can now allow them to define their own individual ADR number that will then be utilised when generating pricing, LOAs, etc.

When initiating a tender it's possible to refresh/resend to any chosen supplier, effectively performing a reset for that supplier on information already returned. We've improved the functionality of this feature to now retain any previous 'request for proposal' decisions already made.

If you choose to display commission information within a quote export, then the following information can now be found when exporting the quote via an Excel document: Total Commission, Annual Commission, Commission Type, and Unit Of Energy.

When generating an ACG contract, the system will now calculate the monthly budget from the annual cost and automatically add it to a customer's monthly direct debit amount.

Previously only super-admin users were able to amend whether DocuSign integration was enabled per supplier (Supplier - Supplier Setup). With this update, standard Admin users can also now elect to enable the feature per supplier.

Contracting for a supplier is challenging and always evolving. With this latest update, you can enable a bespoke message to appear at the final steps of contract generation; reminding your team of any nuanced criteria that may have been missed.

When viewing meter information for a customer or lead from the meter overview screen, you can now choose whether to display the 'Start / End Dates' of the current and next contract as either the 'Contract Date' or the 'Live Date' (default is 'Contract Date').

Some suppliers now require confirmation of a TPI's participation in the ADR scheme, not just on setup but every time a contract is submitted. We can now log your ADR participation number within your account so when contracts are submitted, we'll also submit your ADR Registration Number each time too.

We've added an optional feature so that any user with an access level of 'Team Member' can now delete records (such as Sites, Meters, and Customers).