New Quick Add Batch Option

We've developed a 'Quick Add Batch' option so that if an import fails (or you simply need an invoice in the system as soon as possible), you now have the ability to quickly add a batch by manually adding the details.

Improved Sorting Of All Batches

We've overhauled the batch overview screen with better organisation of your uploaded invoices. Here you'll now find batches sorted under 'Batch Exceptions', 'Batch Imported', 'Under Query', 'Complete' 'Manual Batches' and 'All'. With the ability to move batches from one process to another via a simple 'Go' and click.

Monthly Consumption & Cost Tolerance Added

You can now choose to validate and set a tolerance for the previous month's consumption or the previous month's cost tolerance. This means that if a customer's cost or consumption has varied drastically from the previous month, you'll be alerted to it. Previously you could only validate from data for the previous year.

Pass And Fail Multiple Entries At Once

We've added a multi-select UI to the invoice screen so you can quickly bulk-select entries to mark as either passed or failed.

Allow 'Quick Add Batch' With Errors

You told us how useful the 'Quick Add Batch' button was but one of its quirks was that it was super fussy with its validation of data.

It's fair to assume that if you want to quickly add something you'll likely not mind if the data isn't 100% complete. As such, now when adding data via the 'Quick Add Batch' button the system allows the data to be submitted but will alert the user with relevant warnings on the incorrect data.

Editable Meter Type Via 'Quick Add Batch'

The 'Quick Add Batch' button is great at pulling through the relevant meter details where you need them but what if the meter type is now different to when it was first setup? (Ok, we admit we hadn't foreseen this as a possibility)

You've told us that for various reasons you may have initially set a meter with a different meter type than what is now required. Now when adding data via the 'Quick Add Batch', you can change the meter type (for that specific validation).

New High-Level Fail Summary

You told us that going through each individual invoice that has failed and checking the reason can be time-consuming whilst also making it difficult to spot trends.

Now when viewing all invoices within a batch, we've added a failed overview summary button that can be clicked to reveal further information on each failure. We've also added a handy 'Fail Reason' search field so you can drill down to invoices that have failed for a particular reason.

Improved Advanced Search Functionality

We've made it easier to dig through completed batches by adding the ability to search via Reference Number, Date Range, Customer Name and Meter Number.

Toggle Specific Meters

You now have the ability to toggle all meters that should be validated (and the date range in which the validation should occur). When toggled, the system now understands which meters to alert for if validation data is missing.

Mark Half Hourly Received

Within the reporting dashboard 'Efficiency: Meter Analysis' users can now see the cumulative days that HH data has been received against any given meter. Useful if the HH collection has failed/wasn’t available for a portion of the month.

Better UI When Viewing Validation Results

Users can now easily navigate through validation results. With the aid of a handy 'Next' button, you can quickly jump through each result one after the other without having to return to the main validation result screen.

Ability To Save Batch Notes

When creating a batch of invoices, users can now save notes against them to be recalled at any given date or by other team members. Simply click 'Go' - 'History & Notes' within the invoice overview screen.

Unique Activity References Added

If you're looking to assign a new activity via the batch overview screen (or when examining individual invoices), the system will now automatically utilise the unique reference from either entry when creating the activity. Making it much easier to trace back the activity to the specific batch or invoice in future.

Notes Flag Added At Batch & Invoice Level

Within the batch overview screen and at the individual invoice level, we've added a useful flag to each row to show if there are any notes associated with that entry.

New Bill Validation Trends Dashboard

We've added a new bill validation trends dashboard, allowing users to see a detailed history of validation results against an individual supply. Here users can see an 'Invoice Summary', an 'Invoice Reads Summary' and a quick '12 Month Read History'.

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!