For this edition, we've rolled out a mix of big and small improvements: From smart credit generation in BILL VAL, an all-new AI ChatBot, better filters in Activities, extended Advanced Search, to updates to support the ongoing MHHS migration.
Smart Credit Generation
You can now generate credit notes against invoices in just a few clicks. The system will automatically create a new batch with like-for-like reversals of the original invoice line values, using the invoice number you specify as the reference.
To keep everything connected, credits are now linked directly to their original invoice (and vice versa) via handy hyperlinks – making it easier than ever to trace and reconcile records.
Built for: BILL VAL
AI ChatBot
We've introduced a new AI ChatBot within our support section, now available across all our software. It's trained to answer common queries instantly, helping you find solutions without the wait.
Of course, our brilliant 'real' human support team is still on hand whenever you need them – but when combined with the ChatBot and our Utiliversity video library, you'll always have quick access to the help you need.
Built for: EVERYTHING
Improved Filtering Within Activities
Activities are the backbone of managing tasks across your team, customers, and suppliers – so finding what you need quickly is key.
We've added new filters that let you view activities assigned to specific users and introduced a Date Added filter, so you can search not only by due date, but also by when an activity was first created. More control, less digging.
Built for: PRO CRM
Extended Advanced Search
Our Advanced Search tool makes it simple to find exactly what you need from a single search bar – no more hopping between fields. You can already look up things like MSN, Site Name, and Account Number in one place, and we've recently extended this to BILL VAL and improved it within the Customer module for even more flexible customer searches.
UI Enhancements
Sometimes it's the little things that make the biggest difference. We've rolled out a set of UI improvements in BILL VAL to help you work faster and more comfortably:
1. Sticky table headers:Keep column names in view as you scroll.2. Clickable data links:Jump straight to details (e.g. from a meter number).3. Clearer interactions:Buttons and labels are now unmistakably different.4. Moving toolbars & pagination:Important controls stay with you as you scroll.5. Helpful hints & placeholders:Every field tells you what belongs inside.
Each one saves a few seconds here and there – and over a year, that really adds up.
Improved User Permissions
We know not every role fits neatly into our preset user levels. That's why we've extended permissions to give you even more flexibility. For example, you might want a Lead Generator to access Customers but not Contracts.
We've recently improved this feature, particularly in the Leads module and BILL VAL; So you can now fine-tune access at a more granular level – covering things like Cloud Documents, Adding Contacts & Users, and Resetting Passwords.
Notification Rules Enhancements
Notifications keep your team in the loop when things change – like a new lead being added or a quote status updated. We've made these rules more flexible, so you can now send alerts not just to a specified user level but also to individual teams and users. That means the right people get the right information, every time.
Built for: EVERYTHING
MHHS Migration Functionality
As part of the Market-wide Half Hourly Settlement (MHHS) migration, there are some changes happening to how electricity meters are recorded.
To prepare for this, we’ve made updates in our software to make sure you can store the right information without any issues. For example, the LLF field has already been updated so it can accept both numbers and letters.
We’ve now added two further improvements:
1) On each meter screen, you’ll see a new checkbox called “MHHS – Migration Complete?”. This simply lets you record whether the migration has been completed for that particular meter.
2) The MTC field can now be saved using either three or four characters, giving you the flexibility you’ll need as the industry moves across to the new setup.
These changes are part of our ongoing work to keep your system aligned with industry requirements, so you can manage your data with confidence.
Built for: PRO CRM (UK)
That’s it for this time.
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!