This guide walks you through setting up your organisation in UMS from scratch. If your organisation already has data, you can skip ahead to the sections relevant to you.
Plan selection is optional during sign-up. You can skip the Plan step and finish onboarding without a subscription — just click Skip for now — set up billing later on the plan picker. A billing manager can subscribe at any time from Settings → Billing; the billing gate will prompt you once your trial or grace period ends. Step 1: Create your accounts
Accounts are the top-level containers — typically one per customer or business entity.
Open Accounts
Navigate to Accounts in the sidebar.
Start a new account
Click the + button in the top-right.
Enter account details
Enter the company name, ABN/ACN, and entity type.
If you manage a business with multiple subsidiaries, create a parent account and link child accounts to it using the Parent field.
Step 2: Add sites
Sites represent the physical locations where energy is consumed — offices, warehouses, retail stores, factories.
Open Sites
Navigate to Sites in the sidebar (or use the Sites tab on an account).
Start a new site
Click the + button.
Enter the address
Enter the site name and address — UMS uses Google Places for address autocomplete.
Link to an account
Link the site to the correct account.
Step 3: Set up connections
Connections represent individual utility meters — electricity NMIs, gas MIRNs, or water meters.
Open Connections
Navigate to Connections in the sidebar.
Start a new connection
Click the + button.
Enter the identifier
Enter the connection identifier (e.g. NMI for electricity, MIRN for gas).
Set type and site
Select the utility type and link to a site.
Step 4: Create agreements
Agreements track energy contracts between your accounts and suppliers.
Open Agreements
Navigate to Agreements in the sidebar.
Start a new agreement
Click the + button.
Enter agreement details
Enter the agreement name, type, supplier, and contract dates.
Add connections
Add connections to the agreement via the Connections tab on the agreement detail page.
Step 5: Upload your first invoice
Open Invoices
Navigate to Invoices in the sidebar.
Drop in a PDF
Drag and drop a PDF invoice onto the upload area (or click to browse).
Let UtiliRead process it
UMS automatically processes the invoice via UtiliRead (OCR).
Review the match
The system extracts data, matches it to the correct account and connection, and creates the invoice record.
Verify the data
Check the invoice detail page to verify the extracted data.
Alternatively, set up email forwarding from your energy retailers to your UMS inbox for fully automated processing.
What to do next
Once your basic structure is in place, here are the most valuable next steps:
Set up tariff rates
Configure tariff structures for your agreements so UMS can validate invoice charges against expected rates. See Managing Tariffs.
Enable invoice validation
Navigate to Validation to check your invoices for billing errors, tariff mismatches, and missing invoices. See Invoice Validation and Review.
Run an agreement expiry report
Navigate to Reports and run the Agreement Expiry Report to identify contracts approaching renewal — so you can start renegotiating early.
If you earn commission on energy agreements, set up brokerage records and run calculations. See Running Brokerage Calculations.
Bulk import via CSV
For large portfolios, use the Bulk Upload Wizard to import accounts, sites, connections, tariffs, and more from CSV files in a single operation. Open it from your avatar menu under Bulk Imports. See Bulk Importing Data.
Invite your team
Add colleagues to your organisation and control what each of them can access. See Setting Up a User.
Subscribe to a plan
If you skipped plan selection during onboarding, choose a plan from Settings → Billing before your grace period ends. See Billing & Plans. 
