Please find below the release notes for release 2023.5
Release 2023.5 focuses on the integration work with EE Monitor devices, and also contains a number of smaller features and improvements.
Individual Summaries
You will now be able to generate a summary in Mabdeck for an individual property (referred to here as a summary, as at this point it isn't scheduled!). Please note that this will have an impact on where statement generation now sits in Mabdeck. When accessing the statements section and clicking generate statement, you will be taken to a separate menu where you can choose to generate a statement or summary. Summary generation works in the same way as statement generation, where you can select a client/network and property/properties. Summaries will continue to generate into the correspondence section of Mabdeck.
EE Monitor
This release contains the final parts of the integration with the EE Manager portal, for EE Monitor PAYG devices. This includes change of tenancy integration, as well as the ability to view valve override codes in Mabdeck.
Faulty Devices
You will now be able to mark data loggers and hubs as faulty in Mabdeck, to add to the ability to mark a meter as faulty from the previous release. You can do this by clicking Mark as Faulty button next to the device on the Hardware and Supplies page, and entering a reason. Data Loggers can be marked as faulty from the validation advisories page too.
Billing Run Search
The search bar on the billing runs page has been updated, so that you can now search based on statement reference number, or by address line 1, to allow you to locate historic statements more easily.
Hidden Functionality
There are some features listed below which will remain hidden on the front end for the user after the release has been deployed to production. This includes the Aged Debt Dashboard Power BI report, as this is part of the hidden Power BI page. This also includes the first stage of the Stripe Recurring Payments integration. This feature will remain hidden until all of the integration work has been completed. We will deploy each part of the feature throughout a number of releases, so that it can be tested in smaller chunks. The work for this feature is still ongoing.
As you can see in the list below, we have also focused on fixing a large number of bugs, so that we can improve the user experience for existing functionality.
Please find the full list of updates in this release below:
New Features
App
- Feedback emails to be sent to Customer Service Contacts in Mabdeck
EE Manger
- Create Account in EE Manager when set up as PAYG in Mabdeck
- Update account details in EE Manager when account is updated in Mabdeck
- Associate an account with a location in EE Manager
- Dissociate an account with a location in EE Manager
- Display Override Codes in hub information
- Create location in EE Manager upon property creation in Mabdeck
Orbit
- Tariffs to charge matching units on a meter
- Add charges to meters when they are bulk imported into Mabdeck
- Update supply controller in Orbit when data logger is updated in Mabdeck
Mabdeck
- New payment robot for PayPoint cash payment files
- Ability to generate an individual scheduled summary
- Ability to filter by faulty devices in validation advisories
- Ability to mark a hub as faulty
- Ability to mark a data logger as faulty
- Ability for Power BI datasets to refresh automatically
Improvements
- Billing Runs - Ability to search by statement number
- Billing runs - Ability to search by Address Line 1 & Account Number
- Improved validation for recovery rate field when changing billing mode
- Orbit - statements will only use credit billing tariffs
- Improvements to UI/performance improvements on the billing profiles tariffs page
- Additional transaction type for Service Credit
- Property Address placeholder for Direct Debit Letters
- Billing up to reading to use last reading of the day
- Update supply controller in Orbit when data logger is updated in Mabdeck
- Ability to add a one-off charge from the account page
- App - feedback text to wrap into the field
- Ability to link to an account from the property page tenant/owner history
- Split credit control email address placeholders into individual placeholders for each address line
- Additional supply type for Electric Mobility
- Additional logging for statement generation
- Restrict editing a data logger on Orbit networks
- Ability to import payment reference
- Improvements to transactions table in Consumer Dashboard
Fixes
- Virtual meters - prevent client/network from being edited when adding a group
-
Accounts page should refresh when a consumer dashboard account is deleted
- Fix for selecting meters when submitting reading via the consumer dashboard
- Fix for error saving Profile Name on a billing profile
- Add in character limit validation - Profile name on a billing profile
- Fix for incorrect buttons showing when editing a billing profile
- Fix for notifications duplicating when a Direct Debit claim date is no longer valid
- Fix for Credit Control search function
- Fixed incremental number validation for custom references
- Fixed other field validation for custom references
- UI fix for left-hand menu not being highlighted correctly
- Fix for notifications "Mark as Read" button not showing on the screen
- Fix for tariff counter on a property showing incorrect value
- Added special character validation for GoCardless payment references
- Fix for account imports not processing
- Fix to bring through correct last billed date on Last Billed Report
- Fix for values not rounding for Iranian Rial currency
- Forget thumbprint when a transfer server is changed to SFTP
- Default template preview to show in a new tab
- Fix for duplicated validation on property band forms
- Fix for Direct Debit Rejection transaction name being missing from consumer dashboard
- Fix for being unable to remove credit control flags from owner accounts
- Fix for Welcome Letter notification email sending upon letter generation
- Fix for statement scheduler not running for "last day of month"
- App - Fix for feedback email subject being incorrect
- App - Feedback submission character limit
- Fix for credit control reminders being sent on incorrect dates
Hidden for the user
- Power BI Aged Debt report dashboard
- Total amount due
- Total amount overdue
- Debtor days calculation
- Age summary graph
- Top 5 customers - amount due
- Top 5 customers - amount overdue
- Sales vs Paid graph