The lead-up to the summer holidays is always a busy time for us but it hasn't stopped our devs speeding through BILL VAL parsing whilst adding some really useful functionality to the CRM (much more detail to follow on that one).
Another seven suppliers have been added/had their mapping updated but that's not all we've done on the BILL VAL front! We've developed a 'Quick Add Batch' option so that if an import fails (or you simply don't want to upload a bill), you now have the ability to quickly add a batch by typing out the details.
In other news, we've made our HH Data Imports far easier to handle and we've integrated with another document signing service which is 12x faster (on average) at returning LOAs and contracts than DocuSign.
Read on for a more in-depth look at what we've been up to so far...
Signable Integration
We're always on the lookout for ways to make processes speedier for you, and this month we've made the move towards Signable where we're seeing much faster returns on LOAs and contracts - an average of 5 minutes as opposed to 1 hour.
There's also the added bonus of it being a lot cheaper - don't worry if you're not a fan of change though, we're not forcing anything on you, DocuSign is still integrated for uninterrupted use.
Get in touch with your account manage if you're interested in trying Signable in place of DocuSign.
Built for: EVERYTHING
New Support Area
UtilityClick sees a near future where you have instant answers to as many of your questions as we can pre-empt.
We've been working really hard on updating our help content via the Utiliversity site. If you haven't seen it already, head over to utiliversity.com to have a look around and if you have any questions this should be your first port of call. It's jam-packed with courses that show you how to use the system to its full capability, and we have an FAQ section where you can read about subjects like how to reset a password, how to make a user active again and tips on checking your data import errors for common mistakes.
We are continuously adding to this knowledge base and are open to suggestions on content that might be helpful to you.Also, keep an eye out for how the pages in your CRM are changing; we are adding help tools to each page to show you the answers to common questions and issues without even having to leave your site.
Built for: EVERYTHING
Charity Reg Number LOA Mapping
Our LOA mapping functionality makes creating LOAs simple and quick. We noticed though, that we hadn't provided a way of mapping a charity registration number, so we've now added that in for you. Just go to Admin > LOA Templates and you will see the newly added charity registration number option ready to map.
Built for: PRO CRM
Improved VAT Validation
We were recently made aware that, in certain situations, it could be useful for VAT to be set up at the site/supply level rather than the customer level. Our previous limitations were causing issues within BILL VAL but now, when adding or editing a supply, you will see that there is a new field to add VAT at the supply level, simply add the VAT here and BILL VAL will do the rest for you.
Built for: BILL VAL
Commissions Overview: New Filters
If you've ever tried to remove a meter from an existing tender you might have come across a little red error message saying that Supplier Receipts exist and you need to delete them before removing the meter.
You've told us though that it's sometimes difficult to locate said Supplier Receipts. Because of this we've added some extra filters to Analytics > Commissions so you can now search easily for Supplier Receipts based on the meter number, tender reference and customer.
Built for: PRO CRM
More BILL Parsing
We've continued adding to our long list of existing BILL VAL ready suppliers. This month we've made amendments to Crown Gas & Power, Pozitive, EDF, Bryt, Brook Green, 100 Green and F&S.
Built for: BILL VAL
Quick Add Batch Button
You might have noticed that we've added a really useful button called 'Quick Add Batch' which aids in importing bills that are slightly different to our current mapping rules.
In the past, you'd have uploaded the bill, seen an error warning and been unable to import any of the values, now you can import values based on the contract details that are already in your system and add/change any extra information as you go - no delays or support tickets required!
Built for: BILL VAL
Improved Consumption Data Imports
HH and AMR data can be a pain to import just due to the sheer amount of values that need adding.
It's easy to miss a date or a reading, and really frustrating to have to sift through your import to find the error. You'll be very happy to know that we've changed the way our data import works for this part of the system - now, if you're missing a date, or you've left a reading empty, our system will first warn you and then allow you to choose whether to cancel the import completely or go ahead and add the empty values as zeroes instead.
We've also looked at the issues you were having with Daylight Savings data, the system now fully supports the missing and extra hours in March and October respectively.
Built for: BILL VAL
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!