Smarter Invoice Management and Approvals
New Invoice Approval Feature
- Users can now be assigned as invoice approvers.
- Approvers receive notifications for pending invoices and can mark them as approved or rejected.
Improved Payment Tracking
- Hover over the invoice status to quickly view approver details.
- Update payment status directly in invoice details.
- A new filter makes it easier to access pending approvals.
Invoice Management
- Added Facility & Metering Reference columns with search functionality on the invoices page.
Bulk Action Enhancements
- Download multiple invoices at once.
- Preview selected invoices before generating payment files.
More Powerful Reporting and Insights
Global Reporting Methodology
- A new switch ensures consistent methodology (default/location/market) across all reports and dashboards.
Enhanced Estimations Functionality
- Toggle in Reporting Settings to include or exclude data estimates in reports and dashboards.
- New “Average Over Last 12 Months” methodology implemented.
Targets Module for Sustainability Planning
Advanced Filters and Metrics
- Plan and track sustainability targets by Facilities, Resources, and Scopes 1, 2, or 3.
- Monitor Cost Savings, Net Cost, and Total Emission Savings.
Interactive Visuals
- Dynamic charts for actionable insights into sustainability planning.
A More Seamless Experience
Performance and Usability Improvements
- Faster reports – Generate reports up to 90% faster even with large datasets.
- Localized time zones – All date and time fields now reflect the user's local time.
- Smarter search functionality – Improved filters ignore spaces and symbols for better accuracy.
These enhancements are designed to streamline workflows, deliver deeper insights, and ensure a more seamless user experience.
For detailed guidance on implementing these features or to learn more about specific functionalities, please contact our support team on support@yourtrellis.com