What's NewJuly 17, 2026

July 17, 2026

22 updates to the Current Admin Portal.

Minimum fee amounts for percentage-based fees

Fee profiles now support a minimum dollar amount for percentage fees, so a fee never posts for less than you expect. Customers see the minimum reflected in payment confirmations and tooltips.

Faster undo on transactions

Undoing a transaction is now much faster, especially the first undo in a series.

Schedule service orders with a specific time

Service orders now support a specific time, not just a date, for scheduling. The service orders table shows the saved time when the Scheduled Date column is on.

Send SMS or voice notices for delinquent accounts

You can now send SMS or voice notices right from the delinquency page, with the same tracking you get for email. Set up SMS and voice templates in your delinquency settings the same way you set up email templates.

Create a location and account from pasted text

Paste unstructured text, like an email or a note, to create a new location and account instead of filling out the form field by field.

Bigger mailing permit text

The mailing permit printed on mailed bills is now larger and easier to read.

Accounting report filters start with all accounts

The accounting report account status filter now starts with Active, Inactive, Moving Out, and Moving In all selected, instead of only Active.

Clearer activity log entries

Field names in the account activity log now show as plain phrases instead of raw camelCase text.

Role descriptions in the user drawer

A tooltip on the Role field in the user drawer explains what Admin, User, Field Technician, Current Support, and Auditor can each do.

Payment method totals match the allocation summary

Payment method totals now use the net allocated amount instead of the raw transaction amount, so they match the allocation summary.

Only admins can change organization settings

Rate structures, delinquency policy, and other organization settings can now only be changed by admin users. Error messages for these settings also show correctly as toast notifications.

Clearer error when a bill adjustment fails

The error shown when a bill adjustment can't be completed now explains the HMR mismatch causing it.

Consumption chart remembers your view

The consumption chart now remembers whether you last chose Bills or Meter Reads as the data source.

Complement transactions in cashiering

You can now create a complement transaction directly from the cashiering screen.

Flexible flags column in Review Exceptions

The flags column on the billing run's Review Exceptions step is no longer fixed width, so long flag text is easier to read.

Consumption summary report

A new consumption summary report is available for download. Use it to reconcile billed consumption against transaction consumption.

Fixed: latest bill selection with same-day postings

Fixed a case where the wrong bill could be picked as an account's most recent bill when two bills had the same posted date.

Fixed: payment method removal not logged

Removing a saved payment method from the customer portal now shows up in the account's activity log, including a note when autopay was removed with it.

Fixed: duplicate external meter ID errors

External meter IDs only need to be unique within a location now, not across your whole organization. This fixes import errors for utilities that reuse meter IDs.

Fixed: overpayment reallocation totals

Fixed a mismatch in reallocation totals caused by refund and adjustment transactions, so accounting reports stay consistent.

Fixed: service order attachments resetting edits

Uploading an attachment to a service order no longer wipes out unsaved edits on that page.

Fixed: autopay setup without a saved payment method

Customers without a saved payment method can now start autopay setup directly. It opens the Add Payment Method step first, then continues setting up autopay.