What's NewJuly 3, 2026

July 3, 2026

20 updates to the Current Admin Portal.

Select all in report filters

Accounting report filters now have Select All and Deselect All options. This works for transaction type, payment method, account status, and services.

Add a location in one step

You can now add a location along with its meter, services, and account together, instead of setting each one up separately.

Undo an adjustment

You can now undo an adjustment transaction. This keeps account history clean when an adjustment was entered by mistake.

Services sold by tax area

The Services Sold report can now break sales down by tax area.

Summary and detail views for services sold

The Services Sold report now has a summary view and a detailed view. Switch between them to see the level of detail you need.

Clearer charge and credit options

When you add a transaction, charge types and credit types are now grouped under separate headers. It's clear which ones increase the balance and which ones decrease it.

Filter Director's Report by billing cycle

The Director's Report now has a billing cycle filter. Pick a cycle and the end date fills in automatically, the same way it works on other accounting reports.

One start and end date filter for reports

Reports now share one start and end date filter. Filtering works the same whether you're using a billing cycle, a payment batch, or a custom date range.

Reports grouped by theme

The reports list is now grouped by theme, with the Director's Report moved to the top.

Track water exchange and sewer provider

Location details now include fields for water exchange and sewer provider.

Second stockholder certificate ID

Mutual water companies can now track a second external stockholder certificate ID.

Clearer special fee labels

Special fee policy labels now say whether they apply to the utility or the customer, so there's no confusion about who the fee is for.

Cleaner mailing labels

Mailing labels are now sorted and deduped by default, so you won't print the same label twice.

Bulk confirm changeout exceptions

You can now select meter changeout exceptions together and confirm them in bulk during billing review.

Clearer billing exception tabs

Billing review exception tabs now group rollover, high, and negative exceptions together with a red highlight, and hide tabs that have no exceptions.

Map now matches filtered service orders

The service orders map now shows only the orders that match your current table filters, instead of every order.

Fixed: end date filter reset

Fixed a bug where the end date filter would disappear when switching between report types.

Fixed: meter changeout location error

Fixed an error on the meter changeout form when entering latitude and longitude.

Fixed: error turning on a secondary meter

Fixed an error that could happen when turning on a meter that was already a secondary meter on a service.

Fixed: bill refresh timeouts for large batches

Refreshing bills for a large number of accounts now happens in smaller batches. This prevents timeout errors for utilities with a lot of accounts.