Accounts

Manage the businesses you supply energy for. Accounts are the top-level container for sites, connections, agreements, invoices, and contacts.

Accounts represent the businesses or entities you manage energy for. Each account is the top-level container for sites, connections, agreements, invoices, and contacts.

Accounts list

The Accounts page displays all accounts in your organisation in a data grid with the following columns:

Column	Description
Name	The business or entity name
Tax Id	ABN or ACN for the entity
Entity Type	The legal entity type (for example, Australian Private Company, Strata-title, Other Partnership)

Summary cards at the top show:

• # Accounts — Total active and inactive accounts
• New Accounts — Accounts added this month and this year, with percentage growth

Toolbar actions

The data grid toolbar provides:

• Filter — Filter accounts by any column
• Column visibility — Show or hide columns
• Export — Download account data as CSV
• Refresh — Reload the data
• Density — Toggle between compact, standard, and comfortable row heights
• Search — Quick-search across all visible columns

Row actions

Each row has action buttons on the right:

• See Details (arrow icon) — Navigate to the account detail page
• Quick Edit (pencil icon) — Open a drawer to edit account fields inline
• More (three dots) — Additional actions

Creating an account

Click the + button in the top-right corner to create a new account. You are prompted to enter the account name, tax ID, entity type, and other details.

For a detailed walkthrough, see the Creating Accounts guide.

Account detail page

Clicking See Details on an account opens the detail page with a tabbed interface:

Tab	Description
Overview	Summary stats, site map, account details, entity health score, and inbox status
Sites	Physical locations associated with this account
Site Data	Detailed data for all sites under the account
Data Feeds	Automated data feed connections
Consumption	Energy consumption data and charts
Agreements	Energy agreements linked to this account
Retail Accounts	Retailer account references
Utilities	Utility connections and services
Invoices	Invoices associated with this account
Contacts	People associated with this account
Settings	Account-specific settings

Overview tab

The Overview tab provides an at-a-glance summary:

• Summary Cards — Active Sites, Active Connections, Active Agreements, Retail Accounts, and Inbox (Unread) counts
• Score — An entity health score showing completeness of Site, Retail, and Tariff data as percentages
• Sites Map — Interactive map showing the geographic location of all sites under this account
• Annual Utility Cost — Total annual energy expenditure
• Account Details — Entity type and other key information
• Entity Health — Progress bars showing Sites, Connections, Agreements, and Retail Accounts with active vs total counts
• Inbox — Unread, Processed, and Total inbox items for this account