What's NewJuly 24, 2026

July 24, 2026

14 updates to the Current Admin Portal.

Custom field options for locations

Location fields can now have your own custom options, not just the built-in choices.

Exact start date for annualized budgets

Annualized budget-based billing now uses an exact date to mark the start of the year instead of just a month.

Choose historical reads for average calculations

You can now pick which historical meter reads count toward a consumption average.

Email and text alerts for leak notifications

Leak alerts now go out by email and text message, with each notification logged on the account.

Automatic charge when a service order is completed

Set a service order type to add a fee automatically when the order is marked complete.

Fixed: leak alerts missing for high usage on a contact

High usage leak alerts for a contact person send again. A filtering bug had been blocking them.

Fixed: empty usage charts for some meters

Usage charts no longer show empty for meters that only report a register value instead of interval reads.

Fixed: blank payment method name

Payment methods with no name on file from the processor now display correctly instead of causing an error.

Fixed: custom fee profile percentages resetting

Custom fee profile percentages stay in place when you switch between Finix fee profile options.

Fixed: unresolved placeholders in email templates

Email templates now always fill in the customer's details instead of sometimes showing raw placeholder text.

Fixed: payment allocation report overpayment totals

Adjustments and payment returns no longer throw off the overpayment totals on the payment allocation report.

See every meter file flag in billing review

The billing run's Review Exceptions step now lists each imported meter file flag on its own, instead of grouping them under "Multiple."

Activity log entries for generated documents

Generating a document, like a notice or letter, now adds an entry to the account's activity log.

Clearer hover color on buttons

Fixed a hover color issue on filled buttons so they read clearly.