Thanks Texas and Hello New York!

We brought you news recently of our intention to work more with firms throughout the US. Now, thanks to our recent trip to Texas & TEPA we’re delighted to announce that we’ve signed up one of the biggest brokers, not just in New York but in the entire United States.

We’ll be working with them to help with procurement, commissions and managing their portfolio.

Why are you telling me this?

This may all sound like a humblebrag (and to be honest we are absolutely chuffed by the news) but it’s all part of our focus to drive technology forward in the US energy sector.

We wanted to share the good news and reiterate that we are here to stay. You’ll likely see us pop up again and again over the coming months as we invest more resources here in the US.

Interested in seeing what our software solutions can do for you?

Arrange a demo with us, or if you’d like to find out more about what makes us different, download our handy ‘In A Nutshell’ brochure.

Start Spreading The News…
Until next time New York.


Development Update - March 2023

As March came and spring (finally) seemed to have arrived, we really embraced the mantra of 'spring cleaning'. Over the last month, the team has been hard at work to add some useful features that should really help dust down your processes and clean up your workflows.

The pick of which comes in the form of two new additions to PRO CRM: Contract Generation Field Picker and Commission Snapshots.

The former will help give more control over customer contracts that are auto-generated upon a successful quote. Whilst the latter will allow the user to take a snapshot of forecasted commissions at any point in time, to be recalled and reported against at a later date, even if the consumption is revised.

Take a more in-depth look at these two useful new features below (as well as a mixture of 'Other Bits & Bobs'), all in our March development update...

Contract Generation Field Picker

If you're a PRO CRM user you'll know it allows you to initiate tenders and issue contracts for the winning quote. This generated contract will automatically inherit all the information from the quote and prepopulate the data into the relevant fields. A great time saver indeed! But what if for instance you wanted to populate the contract using the billing address instead of the registered address?

Previously it would have required manual editing but that's no longer the case! We've created a smart field picker that will appear when generating a contract that will allow you to swap out any pre-designated elements in the contract with any other information that you hold data on.

Built for: PRO CRM

Commission Snapshots

In most cases, commissions are a fluid commodity. As budget consumption or live dates change, so does the commission.

However, you may want to take a 'Snapshot' of commission to see how things have changed over time. To allow for this, we've introduced an optional feature called 'Commission Snapshots'. Allowing a user to take a snapshot in time of 'Commission' and 'Consumption Forecasts' from either the 'Meter - Commissions' section or from the 'Contract Overview' page.

Talk to your account manager to find out more and to get this feature switched on.

Built for: PRO CRM

Other bits and bobs...

We've also added the following other bits and bobs...

BG Lite, Crown Gas & Power and Shell Energy PDF Mapping

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.

Built for:
BILL VAL

Support for Miscellaneous Charges for EDF

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.

Built for:
BILL VAL

Meter Screen - View Contracts By Live Dates or Contract Dates

Within PRO CRM, you can view an overview of all meters/sites associated with a customer or lead. We've added an optional feature to allow you to select how contract dates should be displayed within this overview. Now, the "Current Contract" and "Next Contract" can either use the actual Live Dates or Contract Dates.

Built for: PRO CRM

Downloadable Error Log For Data Imports

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.

Built for: PRO CRM

Improvement to Tasks in Customer Portal

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).

Built for: PRO CRM

New Error Log Export for BILL VAL

A new workbook labelled 'Error' is now included as part of all BILL VAL invoice exports. This new workbook details only validations that have resulted in failures, making it easier to see what needs actioning/addressing.

Built for:
BILL VAL

Small BILL VAL Improvements

We've made a few little tweaks as detailed below:

Batch Reference Name / Invoice Period / Supplier Name / Client Name is now included at the top of the Batch Overview page.

Invoice Actual/Estimate is included on the Batch Overview page and included on the Invoice Details tab.

Total kWh is now pulled through to the Batch Overview page and included on the Invoice Details tab.

Built for:
BILL VAL

API Stats for Priced+ Users

Priced+ users can now keep an easy log on the number of API calls made over any given period by visiting the 'Admin - API Stats' section within their account.

Built for: API

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!


Thank You TEPA, Thank You Texas!

Howdy!

We sent our two brightest minds to meet you all at the recent TEPA conference in Texas and what a great time Andy and Rod both had.

They’ve returned truly energized and the whole UC team is ready to enhance our service within the US market.

Here are a few takeaways from our visit:

  • The camaraderie within TEPA is unlike anything we've ever seen.
  • You have so many options for how you'd like your eggs cooked: Sunny Side Up, Hard, Soft, Over Easy, Over Hard. It's mind boggling!
  • There's a tremendous appetite to use technology to improve and evolve your internal systems.
  • More work is needed to technologize an integration between brokers and suppliers (spoiler: we're on it!).
  • A 'restroom' isn't somewhere you go for a rest at all.
  • That famous Texan hospitality is alive and well!

  • The camaraderie within TEPA is unlike anything we've ever seen.
  • You have so many options for how you'd like your eggs cooked: Sunny Side Up, Hard, Soft, Over Easy, Over Hard. It's mind boggling!
  • There's a tremendous appetite to use technology to improve and evolve your internal systems.
  • More work is needed to technologize an integration between brokers and suppliers (spoiler: we're on it!).
  • A 'restroom' isn't somewhere you go for a rest at all.
  • That famous Texan hospitality is alive and well!

We’ll be back to see you all again at the New York TEPA event in June.

Book a catchup call with us.

 

A bit about us

We are a software company that creates technological solutions for brokers and suppliers. What sets us apart is that we never have and never will take a penny from any brokered deal. We function solely from subscription costs alone.

Some key points:

  • Our flagship software for brokers is PRO CRM which is used by 250+ brokers in the US and UK to price and manage their processes.
  • We are self-financed and self-owned, we don't need investment to develop.
  • We are the owners, we make the decisions.
  • We release quicker than anyone and average an update every 3 days.
  • We are the only energy software designed for multi-site.
  • We're investing big in the US and we're here to stay. We've been serving customers in the UK since 2016 and the US since 2019.
  • We make our software look good. You'll be looking at it more than your own children so we want you to love it like your very own!

  • Our flagship software for brokers is PRO CRM which is used by 250+ brokers in the US and UK to price and manage their processes.
  • We are self-financed and self-owned, we don't need investment to develop.
  • We are the owners, we make the decisions.
  • We release quicker than anyone and average an update every 3 days.
  • We are the only energy software designed for multi-site.
  • We make our software look good. You'll be looking at it more than your own children so we want you to love it like your very own!

If you’d like to find out more about what makes us different, download our handy ‘in a nutshell’ brochure below.

That about puts the rag on the bush. Until next time Texas.


Development Update - February 2023

This month we're bringing you something a little different for our regular update. You'll see below that there is the usual mix of feature additions and software improvements (more than 15 this month!) but there's also a little something extra.

You'll know that we put a lot of emphasis on improving our core products (Every. Single. Month) but what use would any of it be if we weren't to also offer you the support to fully utilise it?

We view support as being just as important a system as the software itself and we're delighted to announce further investment on this front.

Find out how this addition in support will help you directly, and check out the plethora of other feature enhancements, all in the February Dev Update:

The UtilityClick Support Cat

You may have noticed that we have a UtilityClick cat that pops up around the footer of our website from time to time. Well, now we have the real thing! Please join us in giving our newest Support recruit, Cat a very friendly and warm welcome.

Cat joins us with great experience in app development and quality assurance. She's here to help with any day-to-day queries that you might have and she can be reached with the rest of the support team at support@utilityclick.com. Welcome aboard Cat!

Other bits and bobs...

We've also added the following other bits and bobs...

Email Notifications When "Awaiting Lock In"

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.

Built for: PRO CRM

Increased DocuSign Updates

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.

Built for:
PRO CRMPORTAL

General PDF Mapping Improvements

For PDF bills that include such information, we now extract and display: Total KWH, Supplier, Utility, Date Completed, Credit note information and if an invoice is estimated, actual or mixed.

Built for: BILL VAL

User Setting Functionality Extended

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.

Built for: PRO CRM

Pozitive Gas and TotalEnergies PDF Mapping

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.

Built for: BILL VAL

Restrict Sales Pack Email Notifications

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.

Built for: PRO CRM

More accurate logging when amending Supplier Payment Terms

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.

Built for: PRO CRM

Vendor Agreements Description Shown In Reporting

It has long been possible to add a description when adding a vendor agreement. The contents of this description can now be included in your reporting. Useful if wishing to include bespoke information not usually available within a vendor.

Built for: PRO CRM

Micro Businesses Label Added (Useful for ADR Scheme)

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.

Built for: PRO CRM

Meter Serial Number Information Retained After Change

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.

Built for: PRO CRM

A Restricted Dashboard For Sub-Admins

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.

Built for: PRO CRM

Improvement to BILL VAL "Invoices" Export

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'.

Built for: BILL VAL

Re-Run Previous Exports

We've added a new feature when exporting data via the Analytics module. When viewing current or previous exports ('Analytics' - 'Download Data') you can click the 'Select action' button and choose to 'Re-Export' a previously exported data set, saving you time reselecting the same filters.

Built for:
PRO CRMBILL VAL

Editable Docusign Contracts

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.

Built for: PRO CRM

Warning Message If Contract Start Date Differs To Tender Contract

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.

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 - January 2023

Like the morning after a big New Year's party, we've embarked on a lot of tidying up over this last month. Since introducing you all to the new customer portal in the previous edition, this month we've focussed on some of the smaller 'quick wins' that we've had on our 'to-do' list.

There has been a hefty chunk of features added that have come from ideas spawned directly from feedback via our customers, whilst we've also prioritised jobs that will give users a better experience.

Regular readers will know we're big advocates of improving user experience (UX) and two great ways to accomplish this is by 1) increasing speeds and 2) offering better visual feedback when completing an action.

Read on to see how we've looked to achieve this by improving speeds within our BILL VAL reporting and offering better feedback when exporting data. Oh, and there are some other very useful bits and bobs too...

Speed Improvements To Invoice Dashboard

A great feature of the new customer portal is the ability to report BILL VAL results directly to the customer through beautiful reporting. We've upgraded the dataset so that reports now display much faster for your customers.

Built for:
BILL VAL

Data Export UI Improvements

We've made improvements to the user interface when exporting data from our software (Analytics - Export Data). Upon electing to export data you can now see a percentage of completion rate and, if an error occurs, you're now shown a better explanation as to why.

Built for: PRO CRM

Other bits and bobs...

We've also added the following other bits and bobs...

History and Notes Within The Suppliers Module

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

Built for: PRO CRM

ADR Number can now be set by Sub-Brokers

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.

Built for: PRO CRM

New Missing Invoice Report

Within the customer portal, we've created a new report showing the last bill in the system according to the current read date.

Built for:
BILL VAL

Retain RFP Decision After Tender Refresh

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.

Built for: PRO CRM

Adding Commission Information to Excel Documents

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.

Built for: PRO CRM

Monthly Budgets Added To ACG Contracts

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.

Built for: PRO CRM

Amend Per-Supplier DocuSign Functionality

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.

Built for: PRO CRM

Update to Customer/Leads Bulk Update Process

Within Admin - Data Imports, you can bulk update leads or customers using a spreadsheet. We've updated the template so you can now include 'Linked To' information for each Customer or Lead.

Built for: PRO CRM

Set Warnings Prior to Contract Generation

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.

Built for: PRO CRM

Meter Overview To Use Live Dates or Contract Dates

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').

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!


Have You Seen BILL VAL Recently?

In a nutshell:

BILL VAL allows you to upload customer bills and report instantly on where they’re losing money.

Quite simply:
Offering additional services = More revenue for you.

So what's new?

If you know us, you know that we continuously develop our software. It’s not just about adding new features but also simplifying the complex.

With these latest updates we’ve made it even easier to offer BILL VAL services to your customers by adding yet more helpful tools.

Take a look:

  • PDF parsing - You can now upload a PDF bill direct from the supplier, no need to pre-format to CSV (we're constantly adding more suppliers to the PDF parsing list every week).
  • Exportable datasets. It's your data to export and manipulate as you wish.
  • Auto-creation of BILL VAL queries through a task management system. Ditch the email and avoid potential breaches in data privacy. Customers can resolve issues directly.
  • We've added more rules than ever to help create a comprehensive validation suite. 30+ rules are now checked for every bill.
  • Present everything back to the customer within a snazzy new customer portal, branded as you!

  • PDF parsing - You can now upload a PDF bill direct from the supplier, no need to pre-format to CSV (we're constantly adding more suppliers to the PDF parsing list every week).
  • Exportable datasets. It's your data to export and manipulate as you wish.
  • Auto-creation of BILL VAL queries through a task management system. Ditch the email and avoid potential breaches in data privacy. Customers can resolve issues directly.
  • We've added more rules than ever to help create a comprehensive validation suite. 30+ rules are now checked for every bill.
  • Present everything back to the customer within a snazzy new customer portal, branded as you!


Development Update - December 2022

We think we might just have saved the biggest development update of the year until last.

If you're a regular reader of our dev updates then you'll know that throughout 2022 we've been busily working on a brand-new customer portal.

We're excited to announce:

Your New Customer Portal is coming January 17th

Our new customer portal will allow you to:

  • Give customers secure access to their own portal, branded as you
  • Present compliant pricing and contract information, dictated from within your PRO CRM account
  • Offer your customers a better query management process. Your customers can create tasks and complaints directly through the portal and you can answer them from within PRO CRM
  • Empower customers to submit their own meter reads and COTs
  • Upsell your services or present bespoke reports under a dedicated 'News' area
  • Maintain complete control over which customers have access and what they see. Don't need a particular section? Simply toggle it off

Let Us Show You

Below, our Sales Director Andy takes us through the core features and what you can expect from the new customer portal...

If you'd prefer not to upgrade to the customer portal automatically, then please make your account manager aware or contact us via support@utilityclick.com

Wait, there's more with BILL VAL

Our BILL VAL customers will benefit even more from the new customer portal.

Users of BILL VAL can utilise the new customer portal to offer customers beautiful dynamic reporting of all their previous bill validation results. With a handful of helpful tools, they can break down their invoices by date, supplier or review specific meter results. What's more, there's also a wealth of efficiency reporting available to help your customers streamline their energy usage.

Not currently a BILL VAL customer? Find out how it can help grow your recurring income with our latest BILL VAL article, read it right here.

Or:

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 - November 2022

As November comes and goes in a flash, we can't help but look towards a big start to 2023. We've been busily adding more and more features to our brand-new customer portal (but we'll save that for our next update!).

This month we bring news of some useful time-saving features that should help reduce those unnecessary admin jobs.

First up it's a big improvement to our activities and calendar integration as no more will you have to manually add or amend an important task within your 365 calendar. Next, there's good news for those wanting to lookup a large number of gas or electric meters, as we introduce the ability to perform bulk lookups.

For these handy time savers and many other useful new features, keep reading for our November Dev Update...

Automatic Calendar Updates Through Office 365

This new feature requires the user to have logged in with their Office 365 account (an optional feature). Any new activity created will then automatically add an entry to the user's default calendar (based on the 'Due Date'). If the activity is edited or deleted, then those amends will also be reflected within the user's Office 365 calendar.

Built for:
PRO CRMPORTAL

Bulk Meter Lookup

Since launching gas and electric meter lookups earlier this year, we've frequently been asked about the possibility of performing lookups in bulk from a supplied spreadsheet. We're happy to announce that this latest update makes it possible. Please contact your account manager for more information.

Built for:
PRO CRM

Other bits and bobs...

We've also added the following other bits and bobs...

ADR Registration Number Logging

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.

Built for:
PRO CRM

Delete Functionality For Team Members

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).

Built for:
PRO CRM

Pass/Fail Individual Bill Val Checks

Last month we released an update that made it possible to overwrite the batch result of a completed BILL VAL test to either a 'Pass' or 'Failed' state. We've now added the ability to mark any individual bill validation checks within a bulk job (again, either to a 'Pass' or 'Failed' state).

Built for:
BILL VAL

Improved Meter Read Validation

When submitting a meter read, previously our system would check that the read value was higher than the one previously submitted. However, this does not take into account that (as energy meters are limited to a set number of digits) they do at some point ‘clock’ and a lower number read is not necessarily an issue. We've improved the logic with our validation so a lower value will be allowed.

Built for:
PRO CRM

Commission Details With Excel Quotes

In September we brought you news of an optional feature that enabled commission information to be presented within exported PDF quotes. We've now updated this optional feature so exported Excel quotes will include Total Commission, Annual Commission, Commission Type, and the UOM Value. Please contact your account manager for more information.

Built for:
PRO CRM

Instant Quote Meter Lookup Improvements

Previously, when performing a meter lookup within the 'Customer' module, the current supplier, MOP and DC/DA data would all be returned, allowing the user to add this information alongside the customer site information. Within Instant Quote there is no associated customer so this information previously wasn't presented. You've told us that this extra information would still prove useful for reference so now, when performing a lookup within the Instant Quote, the current supplier, MOP and DC/DA is displayed.

Built for: PRO CRMPRICED

Validation Rule: Consumption Tolerance

This new rule is similar to the 'Cost Tolerance' rule added previously but instead focuses on consumption. It enables a percentage tolerance to be set to ensure the average monthly or yearly consumption 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) consumption for this meter exceeds the tolerance in place when compared to the previous comparative period.

Built for:
BILL VAL

Validation Rule: Billed Beyond COT Date

This new rule checks for any meters that are marked as inactive against the corresponding Inactive Date. If any invoice bills beyond this inactive date, it will result as a 'Fail' and the user will be notified that the invoice has billed beyond the Site Inactive date.

Built for:
BILL VAL

Adapt To Any Meter Type Change

Meter types can change over time (e.g. from Economy 7 to Standard), which means the number of unit types can change too (e.g. we may expect to see two rates for Economy 7, but only one for Standard). If you've previously contracted for a meter using one meter type but it has later been changed to another, our system will now record and relay the correct meter and unit type that it was given at the point of the contract or quote being generated.

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!


Lessen Your Reliance On Commission

It’s clear that the world is changing. Businesses need your help more than ever. Now is your chance to not only uncover the best price for your customers but to offer a comprehensive energy management solution as well.

For some customers, this service might seem a little alien to them, but this is the new world. Biggest savings are now achieved based on how you use your energy.

You can now offer them a service that is simple and effective, with the carrot being a saving on money and helping the planet!

Enter our two robot friends

William&Valerie

(BILL VAL)

With BILL VAL you can tell YOUR customers:

We think BILL VAL is a great product to start offering extra services to your customers. Unlike other bill validation systems, we do not price per meter/invoice validation, which can become incredibly expensive.

With BILL VAL by UtilityClick, you pay one set monthly fee, no matter if you validate one thousand bills or one million. So the more customers you help, the more financial sense it makes!


Development Update - October 2022

Spookily October carried on in much the same way as September with much focus on multiple BILL VAL improvements. You'll see below that we've been working on some great new validation rules as well as a couple of useful administration tools.

Away from BILL VAL there's been much focus on the brand-new customer portal that's been nicely taking shape over these last few months. It's currently being used by selected partners to showcase BILL VAL reporting results to their customers but we'll be showing you exactly what it can do in all its glory, over the coming months.

Elsewhere the regular product updates and improvements that you're used to haven't slowed either. Just take a look below at the multitude of bumper updates we released during the month of October...

Bulk Pass/Fail Button

We've added a 'Bulk' button to enable bulk administration of BILL VAL batches. Within each batch, you now have the ability to "Mark All As Passed" or "Mark All As Failed". You can still review the original passed/failed status of each check when selecting each individual Validation Result.

Built for:
BILL VAL

Meter Lookup Available within Priced+

Meter Lookup has proved a powerful tool and we've had many requests to enable it within our other products outside of PRO CRM and API. We're happy to say that our PRICED+ subscribers can now utilise lookup functionality too. Please contact your account manager if you wish for this feature to be made available.

Built for: PRICED+

Other bits and bobs...

We've also added the following other bits and bobs...

New Validation Rule - Cost Tolerance

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.

Built for:
BILL VAL

New Validation Rule - De Minimus VAT Check

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.

Built for:
BILL VAL

UI Amendments to Invoice Validation pages

We've made a few UI improvements to the Validation pages. You can now see the 'Total kWh' and 'Invoice Date' when viewing the Invoices Overview screen. Cost and VAT rate are also now shown to two decimal places.

Built for:
BILL VAL

Optional Feature - Check against Live Start and End Dates

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.

Built for:
BILL VAL

Bill VAL Export

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

Built for:
BILL VAL

New Validation Rule - Check for duplicate invoices and credit notes

This new rule checks if any of the invoice numbers being imported already exist in the system for the meter in question.

Built for:
BILL VAL

Notes Added to Invoices

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.

Built for:
BILL VAL

Invoice Details Additions

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.

Built for:
BILL VAL

Linked To field Added to Activities Export

The "Linked To" field is now exported when exporting Activities (within 'Analytics - Export Date - Activities').

Built for: PRO CRM

Monthly budget information included within automated contracts

If required, the system can now automatically present a monthly Direct Debit amount within a generated contract. Saving you time and unnecessary manual paperwork changes.

Built for: PRO CRM

Current Supplier Added To Gas Lookup Results

Now when you perform a gas lookup the current supplier is also displayed.

Built for: PRO CRM

Amendments to Invoice Details page

We've added a filter within Contract exports so you can now export contracts by Termination Status.

Built for: PRO CRM

Amend Site Name Within A Meter Lookup

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.

Built for: PRO CRM

Telephone & Email added to Activities Export

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.

Built for: PRO CRM

Improved Error Reporting on Bulk Contract Import

We've made error reporting improvements so that if an error does occur when bulk importing contract information, then a more accurate description of what line the error occurred on is reported.

Built for: PRO CRM

Ability To Add Custom Terms and Conditions When Generating Contracts

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.

Built for: PRO CRM

Ability To Add Notes To Users

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.

Built for: PRO CRM

Smarter "Contract End Date" For Customers and Leads

When enabled, this optional feature will find the first contract end date of all current and future contracts for a customer and show it as part of the Customer or Lead overview. This is great as a quick indication of when a Lead or Customer may be ready to be reworked.

Built for: PRO CRM

Ability To Add Custom Terms and Conditions When Generating Contracts

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 contract being generated.

Built for: PRO CRM

Quick Add New Customer and Lead

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.

Built for: PRO CRM

Smarter "Contract End Date" For Customers and Leads

When enabled, this optional feature will find the first contract end date of all current and future contracts for a customer and show it as part of the Customer or Lead overview. This is great as a quick indication of when a Lead or Customer will be ready to be reworked.

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!