UMS
171 results found
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Add Payment Reversals to Customer Payment History Report.
Program Payment Reversal code into this report so I can balance this report to the Payconnex settlement. There is no audit trail, and I must manually adjust and notate it was a reversal. I uploaded an example. I did print a transaction report for Payment Reversal, but it needs to be included in the total on the Customer Payment History Report.
8 votes -
Transfer Individual Charges
Would like to have the ability to transfer individual charges rather than only having the option to transfer an entire balance. It would be cleaner than to have to adjust the charge off one account to then have to perform a miscellaneous charge to another.
23 votes -
hide the zeros at the front of customer account number in the customer email they receive
The customer is confused about what their account number is when they see all the zeros in front of their account number in the email.
14 votes -
IVR to Confirm Address
We would like the IVR to confirm the customers address after entering their account numbers. Example: acct# 2356 for the IVR to say you are paying the bill for 123 Barndoor Rd. is this correct? We have customers paying the wrong accounts. all the time because they do not know the correct account number.
12 votes -
IVR Voice
We would like to suggest having the ability to select an alternate voice for the IVR system. We find that a lot of our customer will not listen to a ROBO call. If we could have a voice that sounded like an actual person, they would be more apt to listen to the recorded message.
27 votes -
Ability to select default payment when batch has multiple payment types
It would be nice to set a default payment type when having a batch that allows multiple payment types. For example, everything is defaulted to cash when taking a payment when all types are allowed, however, the bulk of our workplace payments are by check so it would be nice to have it defaulted to a different option.
7 votes -
Enhanced Portal Display/Reporting for Customer Service
The issue is that customers on the cutoff list are not paying the full $30 fee ($15 for disconnection and $15 for reconnection). The current portal does not clearly display this information, making it difficult for customer service to verify payments accurately.
When a customer pays only their past-due bill without including the required $30 fee, their service will not be reconnected, leading to their frustration. Our customer service team currently searches for these customers using a report that is limited and informs customers of the outstanding $30 fee, but this process is inefficient. A clearer, more streamlined solution is…
8 votes -
Location drop down at a glance screen
under the location drop down, could you add a start and end date for each occupant. It would be helpful to have this information on one screen.
9 votes -
Payment Reminder Emails
The ability to send payment reminder emails in advance of the payment. For people on arrangements this notice would contain the due date and payment amount. For auto-pay accounts, this notice would contain the amount to be drafted, the date of the draft, and the last 4 of the account number to be drafted.
13 votesWe need more votes on this request.
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Bad debt maximum past due balance
When running the Bad Debt Process, we do not want accounts that have over $10 balance to calculate. It would be handy to be able to put in a Maximum Past Due Balance field similar to the minimum so we do not calculate for accounts that owe over $10.
We would like a field on the adjustment process screen as well to only take off credits under $10 or on the Open Balance Report let us enter an amount.
9 votes -
Service Order Control Panel
Provide a way to delete open service orders in mass vs. one by one.
11 votesWe need more votes on this request.
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View Communication Results for E-bills
After sending e-bills, a View Communication Results box pops up with an option to show all, show errors or don't show. If you click on either option, that UMS generated report disappears forever. It would be nice to be able to view errors if there are any and then view all accounts that bills were emailed to.
32 votes -
all batches should automatically close upon posting closeout for the day
You have to go in and select batches and manually close. When you are in the closeout posting for the daily balancing, and you post transactions, it should close ALL batches within that date range that you have indicated. The fact that you have to post transactions and it closes checks and cash, but not Vanco or credit cards is goofy. It should close all batches.
2 votes -
Notifications when payments are made on lien accounts
UMS Users would like to receive notifications when payments are made on lien accounts; similar to when payments are made shutoff accounts.
Posted on behalf of Northshore Utility District
2 votes -
Need ability to enter both customer name or account number by default to access customer account
Would like to have the ability to enter both customer name or account number by default to access customer account without having to use the pull down tab to enter by customer name.
16 votesWe need more votes on this request.
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Open Balance and Aged Receivable
Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.
2 votes -
Account Number Defaulted on the Control panel.
Pre Posey Township Water Corp.
We are not talking about when you select the search option that pulls up based on your last search.
We are wanting to pull a customer account up. Review their account and do what we need to do. Then be able to type in a new account number without having to double-click the account number selection. We want the account number on the control panel to stay highlighted at all times.4 votes -
Have Consistency with Account numbers when pulling reports
When pulling multiple reports into a CSV file one report will have the leading zeros and another report will not have them. Resulting in a lot of time wasted editing the report to work with it. We would prefer not to have the leading zeros if that is available.
2 votes -
If account receivables had an Includes button for unposted payments
It would be nice if you added unposted payments to include in the aged receivables options so they don't show as still outstanding when the payment has been made but not posted yet.
2 votes -
Automatically Revert Rate Codes on Move Out/Move In
For things like Low-Income Discounts, it would be very helpful if UMS would revert to the default, non-discounted rate codes when you move out the customer with the discounted code and moved in a new customer
1 vote
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