Release 2024.08.2
Bulk Customer Update Interface
The import bulk customer update interface has been updated to support updating offerings and price plans. The columns have been reconfigured, please refer to the Knowledge Base article for more information
If a customer enters hardship or starts a new payment plan, any existing late payment fees that have not been invoiced will be automatically unapproved. This stops late payment fees appearing on their next invoice unless approved first.
Auto Switch Payment Method on Smoothpay Expiry
When a customer's Smoothpay plan expires, Utilmate will change their payment method to manual (cheque) to prevent them from being automatically Direct Debited for their full balance.
Xero Integration for Multiple Organisations
Utilmate now supports connecting to multiple Xero organisations. Buildings can be assigned to individual Xero organisations. For instructions on connecting multiple Xero organisations, please refer Xero - Getting Started Knowledge Base article.
Global Setting for Auto-Occupier Creation
A new global setting has been added for auto-occupier creation. If you have been using auto-occupier creation, the auto_occ_consumption tag is no longer required against individual buildings. Please contact Utilmate Support if you wish to configure/reconfigure this setting.
The following fields have been added to the site page:
- - Distribution Loss Factor
- - Square Meters/feet has been added for ratio billing purposes. If you wish to use ratio billing, please contact Utilmate support to discuss configuration.
Power
Water
Offerings Wizards includes Invoice Due Days setting
The Add Offering and the Edit Offering Wizards now include the Invoice Due Days field for an offering.
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