August 12, 2025

Published August 12, 2025

Utility Management

Updates to bill list columns and bill payment card

We've made changes to improve clarity and tracking.

Column name changes

  • Funds Withdrawn Date is now Funded Date.
  • Payment Sent Date is now Payment Initiated Date.
  • Payment Cleared Date is now Paid Date.

New 

  • Payment Canceled Date - Records the date of the first payment cancellation request.

View historical payment documents

When viewing a bill, the bill details card now includes quick access to recent payment documents:

  • Voucher image
  • Check image

New "Ready for Payment" bill list (Bill Pay customers)

The Ready for Payment list provides an unfiltered view of all payable bills. The following bills will not appear on the Ready for Payment list:

  • Bills with Pay Status = Do Not Pay
  • Bills where the Account Custom Field "Exclude from Payment" is set to Yes
  • Bills with zero or negative total cost
  • Bills failing an audit set to Flag & Hold (excluded until the hold is released)
  • Bills with an End Date on or before the go-live (cut over) date per SystemData setting

Notes:

  • The list does not exclude bills solely on batch code (for example, Maint_, Hist_): older maintenance/historical bills are excluded by the cutover date filter instead.
  • Bills that are flagged but not on hold will still appear and be eligible for payment.
  • This list helps prevent incomplete or incorrect payments.
  • It does not include filters or topmost permissions.
  • There are no actions or check boxes available except to download the bill list to Excel.

Smart Analytics has a new Interval Data Meters Status screen

When you subscribe to the Interval Data feature, you'll see a new option: Interval Data Meters Status.

This lets you:

  • See interval data meters grouped by their last reading from the primary channel.
  • Quickly spot potential issues with meters and readings.

Statuses include:

  • Online (within 24 hours) 
  • Delayed (24 hours–7 days)
  • Offline (more than 7 days)
  • No Data (no readings since configuration)

Reports

New Report-36
Places with Missing Meters by Commodity

This report finds places that are missing one or more meters for selected commodities. Use the filter to select the missing commodities you want included in the report (for example, electricity, water, or natural gas). The report lists places without meters for the selected commodities so you can spot gaps in site setup.