# Utilified

## Docs

- [Accounts](https://utilified-mintlify-d97097b3.mintlify.app/accounts.md): Manage the businesses you supply energy for. Accounts are the top-level container for sites, connections, agreements, invoices, and contacts.
- [Agreements](https://utilified-mintlify-d97097b3.mintlify.app/agreements.md): Track energy contracts between your accounts and suppliers — contract terms, rates, dates, and the connections each agreement covers.
- [Batches](https://utilified-mintlify-d97097b3.mintlify.app/batches.md): Group invoices into payment batches in UMS, generate ABA payment files for your bank, and monitor batch totals, status, and invoice quality.
- [Billing & Plans](https://utilified-mintlify-d97097b3.mintlify.app/billing.md): Choose or change your UMS plan, manage your subscription through Stripe Checkout and the Billing Portal, and recover from a lapsed subscription.
- [Brokerage](https://utilified-mintlify-d97097b3.mintlify.app/brokerage.md): Track commission revenue from energy brokerage agreements in UMS — run calculations, group results by account or supplier, and reconcile payments.
- [Previous Releases](https://utilified-mintlify-d97097b3.mintlify.app/changelog/archive.md): Full release history for earlier UMS versions, from the initial launch through scenarios, invoice validation, batch processing, SSO, and reporting.
- [Latest](https://utilified-mintlify-d97097b3.mintlify.app/changelog/latest.md): Latest UMS release notes covering new features and improvements — the Joule AI Assistant, review items triage, alert routing, and dashboard updates.
- [Connections](https://utilified-mintlify-d97097b3.mintlify.app/connections.md): Work with individual utility meter points — electricity NMIs, gas MIRNs, and water meter connections linked to sites, agreements, and tariffs.
- [Contacts](https://utilified-mintlify-d97097b3.mintlify.app/contacts.md): Manage the people linked to your UMS accounts — key personnel, billing contacts, site managers, and other stakeholders for each business you supply.
- [Your First Steps](https://utilified-mintlify-d97097b3.mintlify.app/getting-started/first-steps.md): Set up your organisation in UMS from scratch — create accounts, add sites, configure connections, create agreements, and upload your first invoice.
- [Key Concepts](https://utilified-mintlify-d97097b3.mintlify.app/getting-started/key-concepts.md): Understand the UMS data model — the account hierarchy, core entities, invoice and brokerage workflows, utility types, and common terminology.
- [Logging In & Security](https://utilified-mintlify-d97097b3.mintlify.app/getting-started/logging-in.md): How to sign in to UMS with email, SSO, or two-factor authentication, plus password resets, session management, and troubleshooting.
- [Navigating UMS](https://utilified-mintlify-d97097b3.mintlify.app/getting-started/navigating-ums.md): Move around UMS with the sidebar, global search, consistent list and detail page patterns, drawers, keyboard shortcuts, and notifications.
- [Quick Start](https://utilified-mintlify-d97097b3.mintlify.app/getting-started/quick-start.md): Get up and running in UMS in five steps — log in, explore the dashboard, review accounts, check invoices, and run your first report.
- [Bulk Importing Data](https://utilified-mintlify-d97097b3.mintlify.app/guides/bulk-importing-data.md): Import accounts, sites, connections, tariffs, and meter reads into UMS in bulk from CSV files using the Bulk Upload Wizard, then monitor exceptions.
- [Creating Accounts](https://utilified-mintlify-d97097b3.mintlify.app/guides/creating-accounts.md): Step-by-step guide to creating a new account in UMS — enter company details and legal information, then add sites, connections, contacts, and agreements.
- [Editing Invoices](https://utilified-mintlify-d97097b3.mintlify.app/guides/editing-invoices.md): Review and edit invoice details, line items, and attached documents in UMS, then re-run invoices through the validation engine to clear flagged issues.
- [Invoice Validation & Review](https://utilified-mintlify-d97097b3.mintlify.app/guides/invoice-validation.md): Validate invoices in UMS, review flagged review items, detect billing gaps and missing invoices, and triage supplier emails from the validation inbox.
- [Managing Agreements](https://utilified-mintlify-d97097b3.mintlify.app/guides/managing-agreements.md): View, create, and update energy supply agreements in UMS — set contract terms and dates, attach connections, and link the tariffs used for validation.
- [Managing Tariffs](https://utilified-mintlify-d97097b3.mintlify.app/guides/managing-tariffs.md): Create and manage tariff rate structures in UMS with the Tariff Creation Wizard — used to validate invoice charges and run brokerage commission calculations.
- [Running Brokerage Calculations](https://utilified-mintlify-d97097b3.mintlify.app/guides/running-brokerage-calculations.md): Run brokerage calculations in UMS to work out commission revenue from your energy brokerage agreements, then review, group, and export the results.
- [Running Reports](https://utilified-mintlify-d97097b3.mintlify.app/guides/running-reports.md): Generate, download, and schedule recurring reports in UMS — covering agreements, consumption, invoices, gaps, connections, and brokerage revenue.
- [Setting Up a User](https://utilified-mintlify-d97097b3.mintlify.app/guides/setting-up-a-user.md): Invite a new team member to your UMS organisation, assign their role and permissions, and manage existing users from the Settings area.
- [Dashboard](https://utilified-mintlify-d97097b3.mintlify.app/home.md): The dashboard gives you a high-level overview of your organisation's energy management — totals, spend, connections, sites map, and expiring agreements.
- [Welcome to Utilified](https://utilified-mintlify-d97097b3.mintlify.app/index.md): Documentation for the Utilified Utility Management System (UMS) — manage energy accounts, sites, connections, agreements, invoices, and reports.
- [Invoices](https://utilified-mintlify-d97097b3.mintlify.app/invoices.md): Manage the full lifecycle of energy invoices in UMS — upload, OCR processing with UtiliRead, validation, editing, and payment — from one data grid.
- [Notifications](https://utilified-mintlify-d97097b3.mintlify.app/notifications.md): Stay informed in UMS with in-app and email notifications for completed reports, invoice imports, agreement expiry warnings, and other system events.
- [Reports](https://utilified-mintlify-d97097b3.mintlify.app/reports.md): Run pre-built UMS reports on demand or schedule them for recurring email delivery — consumption, invoices, agreements, billing gaps, connections, and more.
- [Retail Accounts](https://utilified-mintlify-d97097b3.mintlify.app/retail-accounts.md): Manage the account references retailers assign to your connections — the link between your internal accounts and the retailer's billing system.
- [Scenarios & Modelling](https://utilified-mintlify-d97097b3.mintlify.app/scenarios.md): Model and compare energy pricing options for your accounts — evaluate supplier offers, tariff structures, and contract terms before you decide.
- [Settings](https://utilified-mintlify-d97097b3.mintlify.app/settings.md): Administrative controls for your UMS organisation — manage users and roles, run bulk imports and exports, and configure organisation preferences.
- [Sites](https://utilified-mintlify-d97097b3.mintlify.app/sites.md): Manage the physical locations linked to your accounts — offices, warehouses, retail stores, or any premises with energy connections.
- [Suppliers](https://utilified-mintlify-d97097b3.mintlify.app/suppliers.md): Manage the energy retailers, metering providers, and utility service companies your accounts hold agreements with — the counterparties to every contract.
- [Tariffs](https://utilified-mintlify-d97097b3.mintlify.app/tariffs.md): Define the rate structures retailers charge for electricity, gas, and water — used to validate invoice charges and calculate expected costs.
- [UtiliRead](https://utilified-mintlify-d97097b3.mintlify.app/utiliread.md): UtiliRead is the automated OCR engine that reads uploaded PDF invoice documents and extracts line items, totals, and meter data into UMS invoice records.
- [Validation](https://utilified-mintlify-d97097b3.mintlify.app/validation.md): Automatically check processed invoices in UMS against validation rules to surface billing errors, anomalies, gaps, and data quality issues for review.