AI Assistant, Review Items & Alert Routing
Joule AI Assistant
- Domain Knowledge — Joule now understands UMS-specific concepts and can answer questions about your energy data with greater accuracy
- New Widgets — Inline charts and data summaries appear directly in the chat for faster insights
- Conversation Memory — Joule summarises long conversations so context is preserved across sessions
Invoice Review & Validation
- Review Items Triage — New split-panel interface for triaging invoice review items with type-aware detail views (gaps, duplicates, suggestions)
- Gap Check Management — Toggle gap detection per account, manage checks in bulk, and configure cascade settings for account hierarchies
- Utiliread Review — OCR review workflow with approval actions, accuracy stats dashboard, and quality indicators
Alert Routing & Custom Notifications
- Custom Alert Rules — Create rules to automatically detect and route incoming emails to contacts based on sender, subject, or other criteria. Get notified when important emails arrive for specific accounts.
- Account-Scoped Alerts — Assign alert rules to specific accounts so the right people are notified about the right invoices and communications
- Contact Management — Add and manage notification recipients directly from the alert routing settings
Tariffs & Modelling
- Connection Factors — Configure connection-level loss factors on tariff templates
- Site Types — New site type classification for better portfolio segmentation
Merge & Data Management
- Merge Results — After merging records, see exactly which objects were affected and any exceptions that occurred
- Agreement Merge — Improved autocomplete with full object display
Other Improvements
- Onboarding Wizard — Form state now persists across page refreshes
- Docs — Fixed sidebar navigation, scrollable content, and search functionality