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UMS

175 results found

  1. Add date created/ tran date to financial reporting to reconcile numbers across reports

    When running reporting in UMS, it is difficult to match numbers. We found that the transaction list runs off of transaction date but the customer payment history report uses both. We would like the option to use date created and tran date on ALL financial reporting. The most important report at this time would be the transaction list.

    Posted on behalf of Washington Municipal Utilities

    12 votes

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  2. Apply Taxes Based on Taxing Authority and Rate Code - Not Just Rate Code

    We currently have 6 different taxing authorities which requires us to maintain 7 different sets of rate codes. This means we have well over 200 rate codes. If taxes could be applied based on the combination of taxing authority and rate codes, we would only need to deal with 30-40 rate codes.

    7 votes

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  3. 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.

    14 votes

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  4. Add Account Status Filter/Sort to Delinquency Register Report

    During the 2025 User Group, feedback was provided that while UMS currently allows filtering by Account Status (Custom Account Status from Setup >> Account Status) on the Create Delinquency screen, this option is not available on the Delinquency Register Report. Utilities, including Northshore, rely on the Account Status flag during delinquency processes. Adding the ability to filter or sort by Account Status on the Delinquency Register would allow users to:

    Quickly identify which accounts require delinquency actions.
    Make the process more granular and streamlined.
    Improve operational efficiency by aligning reporting with existing delinquency workflows.
    Business Impact:
    Many utilities use the…

    6 votes

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  5. 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.

    21 votes

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  6. 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.

    28 votes

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  7. 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.

    15 votes

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  8. 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.

    33 votes

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  9. UMS Box size adjustment to allow for larger font

    I have started adjusting the text size on my computer monitor to reduce eye strain and improve ease of reading. When I make my text larger, UMS entry boxes do not accommodate for the size change and it pushes entry fields outside of the workspace. It would be wonderful for UMS to make entry boxes adjustable in size so that if someone has larger text that pushes a fill in field out of the default space, it can be enlarged to view all entry fields. My example was adding a email to a contact - because of my larger font…

    3 votes

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    1 comment  ·  Admin →
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  10. 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.

    13 votes

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  11. 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

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    1 comment  ·  Admin →
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  12. Memorized Report Parameters

    I need to run several reports at the end of every month, and it would sure be nice if we were able to "memorize" each report and have a dedicated folder for "User Reports" to save time at the end of each month. For those that use QuickBooks, I'm thinking something like how you can memorize reports in their program. What do you think?

    3 votes

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  13. Add "Device Note" to service order task page

    When crew is out in the field viewing work orders on a computer (iPad), and they pull up a work order, they are unable to see the "device note"/ meter location. It would be helpful if this was added to the viewing screen without having to select "print".

    4 votes

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  14. Subdivision Report

    In reporting add a way to generate a report by Subdivisions.

    3 votes

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  15. 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

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  16. 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.

    15 votes

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  17. Not Having 'Make Final Billed Utilities Inactive' on 'Next Customer'

    During the move out process we are seeing that when we have a 'Next Customer' selected the 'Make Final Billed Utilities Inactive' box grayed out. This is causing issues when we have situations like if a customer has a returned payment we have to go back in and make the previous finaled account's services active again in order to process the returned payment. We would like an option to leave the 'Make final billed Utilities Inactive' unchecked despite having a 'Next Customer' or not

    2 votes

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  18. Pop up box when you dont save while adding services

    We send both monthly and bi-monthly bills. When starting service on a TEMP account, if you do not click save after adding "details" in the location tab, UMS allows you to add a service but when saved, the rate code is missing. When this happens it defaults to the monthly rate which does not bill correctly for a bi-monthly bill.

    There needs to be some kind of pop-up box or something that does not allow you to add a service until the details in the location tab are saved.

    2 votes

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  19. Including an Unposted Payments Field when Billing

    When you calculate and assess late fee penalties, there is a field to click to include unposted payments. It would be helpful if that was also an option when calculating billing since the timing of posting can affect amount that is shown on a bill and make it confusing for customers and users.

    2 votes

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  20. Replace Existing Contacts in Mass Add Documents, Notes, Contacts Addin

    We would like the ability to replace existing contacts in the Mass Add Contacts Addin. When we add a contact currently, it adds another one rather than replacing if one already exists. For example, if we had an agent but the agent needs to change, rather than replacing it with the new data, it adds a new one so each one needs to be deleted manually.

    Posted on behalf of Northshore Utility District

    2 votes

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