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).

This new rule enables a percentage tolerance to be set to ensure the average monthly or yearly cost of a meter does not move outside of a preset level. This can be set on a month-on-month and year-on-year comparison. By default, this value is set to 10% meaning that a validation error is reported when the monthly (or yearly) cost for this meter exceeds the tolerance in place when compared to the previous comparative period.

The ‘de minimis’ level states that if energy usage falls below a set level then a lower 5% VAT charge must be used. This is regardless of whether the premises is used for business or domestic purposes. We've added a new validation check to adhere to this and ensure that each invoice has been billed to the correct VAT rate based on the de minimis level.

By default, BILL VAL will validate against the contract start and end date. When enabled, this optional feature will ensure validation against the contract live dates instead.

The Supplier Account Number and Meter Serial Number have been added to the BILL VAL export file.

It's now possible to add and recall custom notes to any batch or individual invoice within the BILL VAL system. Simply click 'Go' and select 'Notes' to start composing.

When reviewing the details of a previous invoice within a site we can now present even more information than before. New information presented includes Invoice From and To dates, Rates, Standing Charge, Available Capacity, Available Capacity Cost and any Bespoke Charges.

We've amended the process when adding a new site via Meter Lookup. You can now choose to amend the Site Name directly from the result of any lookup.

When exporting details of your Activities, the system will now include the primary contact's telephone and email, or if no primary contact exists, then the first available saved contact will be used instead.

Users can now add their own custom Terms and Conditions (via PDF) for each product. If present the custom PDF will be used in place of any global T&Cs and will be appended to the supplier contract being generated.

Users with sufficient privileges can now access and compose notes (and view their history) of all users within the system. This can be found within the 'Admin - Users' section.

This addition means it's now even quicker to add a new Lead or Customer. Simply select 'New Lead/Customer' and a popup will appear. As you start typing (either the company name, address or reg number) the results will be shown live, allowing you to select the company you require. Once selected, the details will be shown pre-populated within the new Lead/Customer screen.