> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nectarclimate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> Product updates and announcements for Nectar

<Update label="June 2026" description="Company cost tracking toggle" tags={['Platform']}>
  Emissions- and consumption-focused companies can now hide financial data across the platform.

  * **Cost tracking toggle** — Company admins disable cost UI from **Settings > Company > Data Collection**. When off, cost columns, Cost Management navigation, manual entry charge fields, site cost subtabs, and the cost export card are hidden; usage and emissions workflows continue unchanged
  * **Data preserved** — Charges already extracted from bills stay stored; re-enable the toggle to restore cost views without re-uploading bills
  * **Documentation** — [Data collection settings](/platform/settings/data-collection) now covers Data Collection, Bill Issues, and Anomaly Detection company settings in one place
</Update>

<Update label="June 2026" description="Bill pay module: destinations, decisions, and funding pipeline" tags={['Platform']}>
  The **Bill Pay** module now covers the full payment lifecycle — from rule-based routing through delivery and payment tracking.

  * **Bill pay destinations** — Route bills to email AP teams or push directly to ERP systems (QuickBooks Online, SAP S/4HANA, Oracle Fusion, Workday Financials, NetSuite) with a guided setup wizard
  * **Routing history** — Full audit trail showing which rules matched each bill, what actions fired, delivery status, and the complete condition evaluation trace
  * **Manual forwarding** — Send a bill to an additional destination after initial routing without undoing the original decision
  * **Funding pipeline** — Visual overview tracking bills through approval, funding, payment processing, and completion stages
  * **Late-payment defense** — Automatic tiered escalation (Warning, Urgent, Critical) as bill due dates approach, with configurable buffer days and email notifications
  * **GL coding** — Rules can automatically assign general ledger codes to bills; manual override available from the routing history view
  * **Bill lifecycle handling** — Bill deletion, revision, and charge changes are handled gracefully: in-flight payments are flagged for reconciliation, and revised bills start fresh cycles
</Update>

<Update label="June 2026" description="Cost unification, utility branding, and EU data residency" tags={['Platform', 'API']}>
  Unified cost allocation across the platform, added utility provider logos, and brought full EU data residency to file downloads.

  * **Unified cost allocation** — Cost figures across analytics, exports, and the aggregation inspector now share a single allocation algorithm, ensuring consistent per-site and per-meter cost numbers everywhere
  * **Utility provider logos** — Connection tables and the provider picker show recognizable utility favicons, ranked by popularity for faster selection
  * **EU file CDN** — Bill PDFs, exports, and document downloads resolve to `files.nectarclimate.eu` for EU-hosted customers, matching local data residency requirements
  * **Completeness excluded-bills tab** — Gap detail sheets now include an Excluded tab listing bills dropped from completeness analytics with a tagged reason (untracked, duplicate, superseded, or open issue)
  * **Self-service integrations** — Enable file-only export integrations (Sinai, Unravel Carbon, Carbonfact) directly from the integrations page without admin provisioning, and archive integrations you no longer need
  * **Carbonfact export** — New carbon accounting integration exports energy consumption data in the Carbonfact template format
  * **Connection invalid notifications** — Non-Nectar data owners now receive reconnect emails with magic links when a connection needs attention, so issues get resolved faster
  * **White-label invitations** — Invitation and magic-link pages respect your brand color and logo; MFA setup is simplified to email-only with optional documentation link
  * **Organization billing by company** — The billing page breaks down document and usage counts per company per invoice period, with a searchable meter event log
  * **Data owner filter** — Filter the connections page by data owner to see which connections each team member manages
  * **Utility type filter on connections** — Filter connections by the utility types of their meters
  * **Meter merge improvements** — Meters without identifiers now surface in merge detection, and the merge preview uses server-computed calendarized usage for more accurate charts
  * **Meter label disambiguation** — Meters with identical identifiers are distinguished by site name, account number, and usage amount in selectors
  * **Demand focus on line items** — Click Billed Demand in Charges Insights to instantly filter line items to demand-related charges only
</Update>

<Update label="May 2026" description="Bill pay automation" tags={['Platform', 'API']}>
  New **Bill Pay** module for automating how bills flow to your accounts payable systems.

  * **Bill pay rules & routing** — Configure priority-ordered rules that automatically route incoming bills to AP destinations based on conditions like utility type, site, or amount
  * **Visual rule builder** — Drag-and-drop block editor for building rule conditions with AND/OR/NOT logic and multiple action types (forward email, set status, tag, notify)
  * **Dry-run preview** — Test rules against historical bills before activating to verify routing behavior
</Update>

<Update label="May 2026" description="Bulk exports and integration marketplace" tags={['Platform']}>
  Export data in bulk from anywhere in the platform and discover new integrations to connect your sustainability stack.

  * **Bulk export from data inventory** — Export meters, accounts, and bill documents in bulk with cross-page row selection
  * **Usage data and line item export** — Select bills and download their usage data or line items directly, with an option to exclude bills with data quality issues
  * **Integration marketplace** — Browse 20 available data export integrations and request access directly from the platform
</Update>

<Update label="May 2026" description="Bill issues and search improvements" tags={['Platform']}>
  Better bill issue visibility and smarter search across the platform.

  * **Bill issues redesign** — Bills with multiple issues now display the highest-severity issue expanded with structured details, plus new ordering and filter options
  * **Smarter search matching** — Entity selectors and provider pickers now match abbreviations and alternate forms (e.g., "sdge" finds "San Diego Gas & Electric")
  * **Site tags filter on meters** — Filter the meter inventory by the tags assigned to each meter's parent site
</Update>

<Update label="May 2026" description="Cost management, connection pausing, and account confirmation redesign" tags={['Platform', 'API']}>
  New **Cost Management** module for analyzing spending patterns, the ability to **pause and resume connections** via the API, and a redesigned per-account confirmation flow that gives you more control during onboarding.

  * **Cost management** — New top-level module with overview rankings, side-by-side account comparison, and a filterable line item explorer across your portfolio
  * **Pause and resume connections** — Set `isActive` to `false` on a connection via the API to pause data collection without losing historical data; the connection status changes to Deactivated until you re-enable it
  * **Account cost analytics** — Click into any account to see cost breakdown charts including supply/delivery split, demand charges, late fees, and unit price trends over time
  * **Peak demand chart** — New peak demand usage graph on the account trends tab showing billed demand per period for electricity accounts
  * **Per-account confirmation** — Confirmation flow now works one account at a time with explicit Track/Don't Track decisions, skip capability, and a bulk "Track all remaining" option
  * **Support tickets** — New split-inbox view at Help > Support Tickets for browsing, filtering, and replying to support conversations directly in the platform
  * **Webhook enablement toggle** — Organization-level setting to enable or disable webhook delivery; controllable via the API with `GET` and `PATCH` on the webhook configuration endpoint
  * **Utility provider in site tables** — Bills, meters, and accounts subtables on the site detail page now show utility provider and utility type columns with filters
  * **Meter bulk actions on completeness** — The completeness table now supports the same bulk actions as the meter inventory (reassign site, change utility type, set tags, track/untrack)
  * **Upload tracking** — Upload batches are now persistently tracked with status, document counts, and a new filter bar for searching past uploads
  * **Auto-resolve site match issues** — Low-confidence site match issues automatically resolve when you confirm the parent account, reducing manual triage
</Update>

<Update label="April 2026" description="Bulk import for sites and connections, plus bill revision history" tags={['Platform']}>
  Onboarding a new portfolio is now a single drag-and-drop step, and any bill you open shows the full edit history alongside the data.

  * **Bulk-import sites** — Drop a CSV / XLSX in **Settings > Sites > Bulk import** and review the parsed rows in an inline spreadsheet before submitting. Templates ship in both formats; address fields are geocoded automatically. Imports run in the background — you'll get an in-app + email notification when each batch finishes.
  * **Bulk-import connections** — A matching flow at **Data Input > Connections > New > Bulk import** creates online and email connections from a single template. Provider, sites, and account-owner emails are validated row-by-row; new utility brands are auto-created and surfaced to ops for review. Rows that need MFA setup are flagged for follow-up.
  * **Bill revision history** — The bill detail view now has a Revisions dialog showing every recorded edit with formatted and JSON views, so you can audit who changed what and when.
</Update>

<Update label="April 2026" description="Meter heatmap and faster analytics" tags={['Platform']}>
  Added an interval **heatmap** view to meter detail, sped up cost analytics on large portfolios, and made entity detail pages always reflect the latest data.

  * **Meter interval heatmap** — New Heatmap tab on the meter detail view visualizes interval usage data as a time-of-day by calendar-date grid, with 15m / 30m / 1h bucket toggles and 7d / 30d / 90d / 12mo range presets
  * **Faster cost analytics** — Cost aggregation across timeseries, top-list, and query-value widgets is significantly faster on large portfolios, cutting load times on multi-year cost views from tens of seconds to a few seconds
  * **Fresher detail views** — Site, bill, meter, account, connection, and invitation detail pages now always reflect the latest server state on navigation, and meter and account edits update the UI instantly
</Update>

<Update label="April 2026" description="In-app support, anomaly detection, and security hardening" tags={['Platform', 'API']}>
  Shipped **in-app Help & Support**, expanded **anomaly detection** to production, redesigned transactional emails, and hardened the platform with Content Security Policy headers.

  * **Help & Support dialog** — Submit issues directly from the platform via an in-app support dialog, with category routing and file attachments
  * **Anomaly detection GA** — Automated detection and resolution of inferred bill issues (estimated reads, overlapping periods) with commodity-aware gap thresholds for fuel and waste
  * **Email redesign** — All transactional email templates rebuilt with consistent Nectar branding, responsive layouts, and improved deliverability
  * **Duplicate bill workflow** — Side-by-side bill comparison with one-click resolution actions for duplicate detection
  * **CloudFront CDN** — Presigned S3 URLs now route through CloudFront, eliminating blocking requests during file uploads and downloads
  * **Address normalization** — Standardized address matching across the platform for more reliable site deduplication
  * **Datasource deduplication** — Automatic deduplication of datasources during customer onboarding to prevent redundant connections
  * **Credentials visibility** — New `isCredentialsVisible` company setting lets administrators control whether connection credentials are shown to team members
  * **Raw bill data** — View raw bill JSON and raw usage values alongside calendarized data for audit and troubleshooting
  * **Country completeness** — All country dropdowns now use the complete ISO country list, fixing gaps in international coverage
</Update>

<Update label="April 2026" description="Site comparison, bulk operations, and security" tags={['Platform', 'API']}>
  Launched **site comparison analytics**, expanded **bulk inventory operations**, and introduced **Content Security Policy** across the platform.

  * **Site comparison** — New side-by-side site comparison page with usage, cost, and completeness analytics widgets
  * **Bulk meter and account operations** — New API endpoints for bulk merge, reassign, and duplicate resolution across meters and accounts
  * **Bill validation review** — Quarantine system for bills that fail validation, with a dedicated review workflow before they enter the billing pipeline
  * **Supply/Delivery columns** — Line items tables now show supply vs. delivery charge breakdown
  * **Content Security Policy** — Added CSP and `X-Content-Type-Options` headers with tuned directives for S3 uploads, document previews, and third-party frames
  * **Data gap emails** — Contact utility account holders about data gaps directly from the platform with reliable email delivery
  * **Meter management** — Fuel type on manual meter creation, meter number on data gaps page, similarity search in meter selectors, and Duplicated status column in meter inventory
  * **Waste schema refactor** — Unified waste and fuel type handling with proper commodity-level field generation and analytics preset support
  * **URL verification** — Website Down connection status now includes a URL verification step before marking connections as down
  * **Upload detail** — Processing status links on upload detail pages for improved visibility
</Update>

<Update label="April 2026" description="Inventory management and performance" tags={['Platform']}>
  Delivered broad inventory management improvements, bill operations enhancements, and backend performance gains.

  * **Entity selectors** — Consolidated and overhauled meter, account, and site selector components with a new clone meter dialog
  * **Supporting documents** — Upload evidence and supporting documents directly on bill detail views
  * **Bill account reassignment** — Reassign bills to different accounts with usage unit conversion and clone overrides
  * **Meter merge fixes** — Meter merge now correctly re-parents identifiers and preserves only primary meter identifiers
  * **Performance** — Faster cost aggregation, optimized search, and improved accounts endpoints
  * **Export improvements** — Metrio fuel-to-gas export support, TreeMultiSelect UX improvements, and data input filter refinements
</Update>

<Update label="April 2026" description="Invitations replace magic links" tags={['Platform', 'API']}>
  Launched **Invitations** — a new, auditable way to invite recipients to create a new connection or reconnect an existing one. Invitations replace the legacy magic link system end-to-end.

  * **Two flows** — **Contributor invitations** create a new connection; **Reconnect invitations** refresh credentials or MFA forwarding on an existing connection
  * **Management** — Copy link, resend email, revoke, and view an activity log per invitation from **Data Input > Invitations**
  * **Email allow-list** — Optionally restrict which email addresses can accept an invitation, with a one-click email verification step
  * **Status tracking** — `ACTIVE`, `EXPIRED`, `REVOKED`, and `FULFILLED` surface at a glance
  * **Prefill** — Pre-set utility URL, country, sites, utility types, owner email, and data collection start date on contributor invitations
  * **API** — New `POST /invitation/company/{company_id}` and `POST /invitation/connection/{connection_id}` endpoints, plus list, detail (with events), revoke, and resend. Use **v2.2** for all new integrations.
  * **Magic links deprecated** — Existing magic links continue to work; magic-link endpoints are now marked `deprecated` in the OpenAPI spec. Use invitations for all new sharing. See [Invitations](/platform/data-input/invitations) and [Connection invitations](/developer-guide/connection-invitations)
</Update>

<Update label="March 2026" description="Sites redesign and aggregation inspector" tags={['Platform']}>
  Rebuilt the Sites experience with three portfolio views and a new drill-down tool for understanding site-level usage.

  * **Three site views** — Browse sites in a Regional tree (default), flat Table, or interactive Map
  * **Aggregation Inspector** — Drill into how monthly site usage is composed from individual meter contributions, with excluded-contributor tracking
  * **Site dashboard analytics** — New Usage, Cost, Completeness, and Inspect tabs replace the old stat-card layout
  * **Completeness gap inspection** — New Inspect tab in the gap detail sheet connects gaps directly to the Aggregation Inspector
  * **Meter sparklines** — Coverage and usage sparkline columns on the meters table for at-a-glance data health
</Update>

<Update label="March 2026" description="Settings parity release" tags={['Platform', 'Docs']}>
  Expanded settings coverage across account, company, and organization flows.

  * Added editable account profile and preferences pages
  * Added company general, data collection, members, and improved sites settings coverage
  * Improved organization billing links/data handling and white-label settings behavior
  * Updated settings documentation to match current behavior and scope
</Update>

<Update label="March 2026" description="Platform and docs refresh" tags={['Platform', 'Docs']}>
  Delivered a broad update across sites, exports, and documentation.

  * Improved core workflows for site management and export operations
  * Refined documentation coverage and navigation for faster onboarding
  * Applied reliability and structural improvements to support upcoming releases
</Update>

<Update label="February 2026" description="Core experience expansion" tags={["Platform"]}>
  Expanded the main product surfaces across data input, inventory, quality, analytics, and settings.

  * Added major workflow coverage for data collection, review, and analysis
  * Improved consistency across dashboards, detail views, and management pages
  * Included reliability and usability updates across core modules
</Update>

<Update label="February 2026" description="API docs modernization" tags={["API", "Docs"]}>
  Modernized API documentation and version guidance.

  * Interactive API reference with generated schemas and live request testing
  * Added support for versioned docs across v2.0, v2.1, and v2.2
  * **Recommended integration path:** use **v2.2** for all new integrations
</Update>