Documentation, Scenarios & Tariff Templates
Documentation & Help
- User Documentation Site — New docs site with getting started guide, validation guides, inbox review guide, and this changelog
- Contextual Help — Help buttons on module headers link directly to the relevant documentation page
- Onboarding Checklist — Step-by-step checklist to guide new users through initial setup
Scenario Modelling
- Scenario Builder — Create and compare energy scenarios with different tariff configurations
- Tariff Review Wizard — Step-by-step wizard for reviewing and applying tariff changes within scenarios
- Retail Account Integration — View and manage scenarios directly from the retail account detail page
Tariffs
- Tariff Templates — Save and reuse tariff configurations as templates with one-click cloning
- Multi-Period Wizard — Redesigned tariff creation wizard supporting multiple rate periods
Security
- Secure 2FA Tokens — Two-factor authentication tokens now stored in httpOnly cookies for improved security
Other Improvements
- Inbox Filters — Explicit Apply Filters button on the inbox review tab for better control
- Portal Settings — Configure favicon URLs for portal themes and assign portal accounts during user management
- Invoice Detail UX — Improved display formatting, error handling, and drawer titles
- Natural Gas Units — Gas statistics now correctly display in MJ instead of GJ
Dashboard, Validation and Reporting Overhaul
Dashboard
- Redesigned Dashboard — New stat cards with trend indicators (30-day and yearly growth) and per-utility spend/consumption breakdown for electricity, gas, and water
- Sites Map — Interactive map showing the geographic distribution of your sites with clustered markers
Invoice Validation
- Inbox Review — New split-pane detail view for reviewing email-sourced invoices directly within the Validation module
- Invoice Quality — Consolidated page showing gaps, duplicates, and completeness issues in one place
- Batch Export — Export validation results and invoice quality data
Reports
- Async Execution — Reports now run in the background with notification on completion
- Report History — View and download previously generated reports
- Better Filters — Improved date range and account filter controls
Notifications
- Actionable Notifications — Click any notification to navigate directly to the relevant page
- Subscriptions — Subscribe to specific notification types (contract expiry, invoice imports, brokerage calculations)
- Preferences — Manage notification settings from your profile
Tariffs
- Redesigned Tariff Editor — Tree view navigation with inline editing for faster tariff management
- Tariff Creation Wizard — Step-by-step wizard with template selection, manual entry, or CSV import
Brokerage
- Tariff Rate Selection — Select tariff rates directly in brokerage record forms
- Improved Calculation Views — Better detail pages with revenue breakdown
- Revenue Export — Export brokerage revenue data as CSV
Other Improvements
- Payment Groups — Updated interface aligned with latest batch processing features
- User Management — Inline wizard for inviting users with permissions preview
- AI Onboarding — Upload documents and let AI extract account data automatically
- Google Sign-In — Sign in with Google alongside existing Microsoft SSO
- Invoice Imports — Unified imports page with multi-file drag-and-drop upload
- PDF Export — Export validation details and invoice quality views to PDF
- Connection Reads — Redesigned reads tab with improved chart drill-down and CSV export
- Overview Pages — Consistent, viewport-aware layouts with richer detail panels across all modules
Joule AI Agent and Brokerage Wizard
- Joule AI Assistant — AI-powered assistant for navigating UMS and answering questions about your data
- Brokerage Calculation Wizard — Multi-step wizard for selecting records, configuring parameters, and generating brokerage calculations
Security and Stability
- Updated all core dependencies for improved security and stability
- Bug fixes for Angular components, Material-UI, and Google Maps integration
- Performance improvements across the application
Major Release — Dark Mode, Enhanced Inbox, and Consistent UI
Dark Mode
- Choose your theme preference in Settings — System (auto-switch), Light, or Dark
- Real-time switching when your device theme changes
Enhanced Inbox
- Click any email to open a full detail view with tabs for overview, attachments, details, and settings
- Improved email formatting and readability
- Organised attachment list with easy download
- Better email filtering and search
Consistent Visual Heights
- All list pages (Accounts, Agreements, Contacts, Sites, Suppliers, Invoices, Batches, Connections, Retail Accounts, Tariffs, Brokerage) now have consistent viewport-aware heights
Batch Processing and Data Management
Invoice Batch Processing
- Group multiple invoices into payment batches
- Generate payment files in CSV, XML, and other formats
- Approval workflow for controlled payment processing
- Status tracking and audit trails
Site Data Management
- Bulk CSV upload wizard with step-by-step validation
- Site Data and Data Types tabs in site and account detail views
- Smart data feed selection with autocomplete
Connection Usage Reports
- Customisable date ranges with flexible intervals
- Account-based connection filtering
- Real-time export progress tracking
Single Sign-On
- Microsoft 365 Sign-In — Use your organisation’s Microsoft account to access UMS
- Leverage existing security policies and multi-factor authentication
- Admin configuration for SSO settings
Inline Editing and Navigation
- Inline editing in invoice detail views
- Improved navigation flow for invoices and related records
- Smoother authentication with improved loading transitions
Authentication and UI Polish
- Animated loading screen during authentication
- Streamlined tab layouts across all detail pages
- Enhanced autocomplete fields with improved validation
- Supplier Management with dedicated tabs for Agreements, Invoices, and Child Suppliers
Quick Add and Data Tables
Quick Add
- Instant record creation from autocomplete fields without leaving your current form
- Add accounts, contacts, or other records on-the-fly
Enhanced Data Tables
- Persistent column view preferences saved automatically
- Improved filtering with better search
- Quick actions drawer for viewing and editing records from tables
- Enhanced CSV and Excel export
Universal Record Viewer
- Side panel drawer for viewing record details
- Quick editing directly in the drawer
- Customisable views for different record types
Site Locations
- Google Places Integration — Automatic address lookup and validation
- Clickable addresses to view or edit location details
- Manual coordinate entry option