Receipt Audit Report

Added external reference.

AM Read Graph

Updated graph colours for improved clarity.

Receipts Dashboard

Introduced a new category Pending Processing on the Dashboard screen. This category covers receipts pending export to a payment gateway (eg Ezidebit, Stripe etc). These receipts no longer appear under Approval Required and cannot be manually approved, but they can be removed if needed.

Import MSATS Dayzip Improvements (Australia only)

Improved MSATS Dayzip extraction to process multiple CSV data nodes within a single XML.

Create Concession Card Activity (Australia only)

When a concession card is added or updated via the MyAccount customer portal, a new open activity will be added.

• Activity Type - Concession Card Check
• Default Notes - Customer has added/updated Concession Card. Review Concession Card Details

Concession Card Improvements (Australia only)

The Concession Card Report been updated to include 'Last Verified Date' field. New fields have been added to the Concession Card Screens.

• Last Verified Date - This is a manually entered date which indicates when a concession cards was last verified.
• Life Support Start Date - This can now be edited in the Concession Card Edit screen. The date is added via the Life Support screen. This date should only require updates when incorrectly added.
• Life Support End Date - This can now be edited in the Concession Card Edit screen. The date is usually edited when an existing Life Support End Date is extended.

Refer to Knowledge Base article Concession Card - configuration.

TAS Concession Configuration (Australia only)

Configuration for TAS specific concession card types, Machine types and Medical Cooling and Heating have been completed.

Refer to Knowledge Base article Concession Card - configuration using Medi Energy Rebate flag.

Work Order Creation Improvements

When a customer moved into a site, Utilmate created both a disconnect and a connect work order. This behavior has been updated:

• Move-in actions: Only a connect work order is now created.
• Move-out actions: (customer- or staff-initiated) A disconnect work order continues to be created.

Additional Enhancement
All meter serial numbers for a site are now included in the work order as comma-delimited text. Previously, only the first returned meter serial number was included.

Account Receivable Balance Improvements

Running Balance
We’ve introduced a "Running Balance" column on the Accounts Receivable → Transaction List screen. This allows users to view the customer’s balance at different points in time, making it easier to track outstanding amounts and payment history.

For our Australian authorised retailers who issue split electricity and water invoices, we’ve introduced an “Electricity Balance” menu option. This allows users to view how a customer’s overdue balance is divided between electricity and other services, providing greater clarity on outstanding amounts.

This change is required due to the Cost of Living rebates, which are designed to apply to electricity invoices only. As a result, when viewing the "Electricity Balance" for customers receiving a rebate, it’s possible to see a large credit balance on electricity alongside a debit balance for other services.

Transfer Adjustments to Another Account

Using the "Transfer Receipt" wizard, adjustments that have not yet been included on an invoice can also be transferred.

Service Site Screen Improvements

Previously, the Site screen had the same layout and fields for all countries Utilmate operates in. This meant that some fields not relevant to certain countries were still displayed. This has now been updated: the Site screen layout and displayed fields are tailored for each country, ensuring users only see the information relevant to their region.

Australia

New Zealand

Other

Utilmate CRM UI Framework Upgrade

Within our CRM, the frontend is built using the Vue.js framework. To maintain stability and security as development frameworks evolve, we regularly upgrade. In this release, we’ve updated to the latest version of Vue.js, delivering several key benefits:

• Improved performance
• Enhanced security
• Reduced bundle sizes
• Future-proofing for ongoing enhancements

You won’t notice much of a difference, but the key things you’ll see are:

Reports and maintenance menus now extend out to the side.

Improved the usability of data tables displayed in reports, dashboards and other screens by adding horizontal and vertical scroll bars

Have made better use of grouping on reports and dashboard screens.

The search bar has been extended to show more text.