This month:
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!