Creating Accounts

Step-by-step guide to creating a new account in UMS — enter company details and legal information, then add sites, connections, contacts, and agreements.

This guide walks you through creating a new account in UMS.

1. Open the create drawer

   Navigate to the Accounts page from the sidebar and click the + button in the top-right corner.

   
2. Fill in company information

   The create drawer opens with the following sections:

   Company information (required)

   • Name — Enter the business name. This field supports autocomplete to help you avoid duplicates.
   • Entity Type — Select the legal entity type (for example, Australian Private Company, Strata-title, Other Partnership).

   Legal details

   • Tax Id — Enter the ABN or ACN (format: 11 111 111 111).
   • Location — Country code (for example, AU).
   • Tax Url — Link to the ABR entry for verification.

   Status and relationships

   • Parent — Optionally link this account to a parent account for hierarchical structures (for example, franchises or multi-site businesses). Use the Quick Add button to create a parent account on the fly.
3. Save

   Click Save to create the account. You are taken to the new account’s detail page, where you can add sites, connections, and agreements.

After creating an account

Once created, you should:

1. Add sites

   Navigate to the Sites tab and add physical locations.

2. Add connections

   Link electricity, gas, or water meter connections to each site.

3. Create agreements

   Set up energy agreements with suppliers. See Managing Agreements for details.

4. Link retail accounts

   Associate retailer account references for invoice matching.