Changelog

What's new?

New features, bug fixes, and updates to the Current Admin Portal.

July 24, 2026
14 updates
  • Custom field options for locations
  • Exact start date for annualized budgets
  • Choose historical reads for average calculations
  • Email and text alerts for leak notifications
  • Automatic charge when a service order is completed
  • Fixed: leak alerts missing for high usage on a contact
  • Fixed: empty usage charts for some meters
  • Fixed: blank payment method name
  • Fixed: custom fee profile percentages resetting
  • Fixed: unresolved placeholders in email templates
  • Fixed: payment allocation report overpayment totals
  • See every meter file flag in billing review
  • Activity log entries for generated documents
  • Clearer hover color on buttons
View release
July 17, 2026
22 updates
  • Minimum fee amounts for percentage-based fees
  • Faster undo on transactions
  • Schedule service orders with a specific time
  • Send SMS or voice notices for delinquent accounts
  • Create a location and account from pasted text
  • Bigger mailing permit text
  • Accounting report filters start with all accounts
  • Clearer activity log entries
  • Role descriptions in the user drawer
  • Payment method totals match the allocation summary
  • Only admins can change organization settings
  • Clearer error when a bill adjustment fails
  • Consumption chart remembers your view
  • Complement transactions in cashiering
  • Flexible flags column in Review Exceptions
  • Consumption summary report
  • Fixed: latest bill selection with same-day postings
  • Fixed: payment method removal not logged
  • Fixed: duplicate external meter ID errors
  • Fixed: overpayment reallocation totals
  • Fixed: service order attachments resetting edits
  • Fixed: autopay setup without a saved payment method
View release
July 10, 2026
13 updates
  • Delete saved payment methods from a contact
  • Flat tiers for budget-based billing
  • Customize the customer portal chatbot
  • Leak alert settings in the customer portal
  • Faster account search
  • More context in billing glance boxes
  • Print bills from the preview
  • Fixed: payment batch allocation report totals
  • Fixed: bill QR codes not rendering
  • Fixed: misc payment account cleared on save
  • Fixed: meter alerts page failing to load
  • Fixed: missing online portal text on some bills
  • Fixed: stale Finix fee totals on payment batches
View release
July 3, 2026
20 updates
  • Select all in report filters
  • Add a location in one step
  • Undo an adjustment
  • Services sold by tax area
  • Summary and detail views for services sold
  • Clearer charge and credit options
  • Filter Director's Report by billing cycle
  • One start and end date filter for reports
  • Reports grouped by theme
  • Track water exchange and sewer provider
  • Second stockholder certificate ID
  • Clearer special fee labels
  • Cleaner mailing labels
  • Bulk confirm changeout exceptions
  • Clearer billing exception tabs
  • Map now matches filtered service orders
  • Fixed: end date filter reset
  • Fixed: meter changeout location error
  • Fixed: error turning on a secondary meter
  • Fixed: bill refresh timeouts for large batches
View release
June 26, 2026
11 updates
  • Billing summary report breakdown
  • Autopay enrollment confirmation email
  • Bulk assign service orders
  • Mark payment batches as accounted for
  • Net percent change in billing cycle summary
  • Bills sorted by amount in the review step
  • Readable variable names in communication templates
  • Black navigation bar
  • Consumption chart fixed for meter changeouts
  • Canceling a service transfer undoes the closing bill
  • Customer portal chatbot answers account linking questions
View release
June 19, 2026
6 updates
  • Payments Explorer
  • Generate a notice from any account
  • Control the customer portal chatbot from Settings
  • Communication campaigns redesigned
  • Meter alerts export includes account info again
  • Meter deletions logged in the activity feed
View release
June 12, 2026
6 updates
  • Set an end date on delinquency exemptions
  • Meter alert attention indicators
  • Summary section in payment batch PDFs
  • Empty email filter for communication lists
  • Move-out bills in billing cycle PDFs
  • Misc payment categories for cashiering
View release
April 30, 2026
7 updates
  • QR Code on Bills → One-Time Payment
  • AI Chat in the Custom Reports Builder
  • Generate Mailing Labels
  • AMI Meter Alerts
  • ArcGIS Field Maps Integration for Service Orders
  • Lead & Copper Rule Data in Location Details
  • Director's Report Enhancements
View release
March 31, 2026
7 updates
  • Improved autopay setup in the customer portal
  • Grouped billing
  • Chat sessions on the communications page
  • Quick move-in/move-out filters
  • Cancel or delete payment batches
  • Auditor user role
  • Automatic paper bill charges
View release
February 28, 2026
6 updates
  • Filter reports by billing cycle posted date
  • Undo a bill
  • Mark payment batches as reconciled
  • Attachments in communication campaigns
  • "Assigned to me" on service orders
  • View photos without downloading
View release
January 31, 2026
7 updates
  • Billing Summary Report
  • Send Form to Customers
  • Create a Payment Plan Without an Active Delinquency
  • Assign Multiple Tax Rates to a Location
  • Esri Integration
  • Payment Allocation column
  • Consumption Report
View release
November 14, 2025
3 updates
  • Dashboard migration coming
  • New accounting reports
  • More export options for route data
View release
October 30, 2025
2 updates
  • Disable pro-ration on billing cycles and services
  • Shareholder management for Mutual Water Companies
View release
July 23, 2025
1 update
  • Delinquency stage removal notifications
View release
July 14, 2025
1 update
  • Duplicate meter report
View release
July 11, 2025
5 updates
  • Service order and location details in the map
  • Route sequence auto-increment
  • Late fees as a percentage of the last bill
  • AR Summary report
  • Contact person preview
View release
June 6, 2025
4 updates
  • Easier printing of single postcard bills
  • Control which users can be assigned a service order
  • Import contacts from a file to a communications list
  • Meter Readings page is 75x faster
View release