UMS
186 results found
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Phasing Out Pennies
With the upcoming discontinuation of pennies, our utility would like clarification on how customer bills will be handled when charges include amounts with cents below five cents. Could you please advise what rounding procedures CUSi will use, and whether any updates or configuration changes will be required on our utilities end?
1 vote -
Subdivision Report
In reporting add a way to generate a report by Subdivisions.
3 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 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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Provide option to add additional emails for a user
Currently only one email can be added to a user in Security Setup, but a CSR may have 2 emails; their individual email and the CSR group email. Having the option to add a second email to a user's Security Setup will allow payment notification to be sent to the second email, which could be their CSR group email.
1 vote -
meter report scheduled task
i have to export the meter list report in order to update another piece of software manually. i'd like to set up a scehduled task for it, but it is not an option. honestly, all of our regular reporting should be able to be set to be a scheduled task.
1 vote -
budget billing reconciliation automated report
I would like the budget billing reconciliation report to have an automated option where it sends it to my email as a pdf on the first of each month. Other reports are able to be handled by the scheduled task, I'd like this to be included.
1 vote -
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.
16 votesWe need more votes on this request.
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expiration limitation on UDC
UDC code that can expire. example - no payment plans for a year, apply a no plans udc that expires in a calendar year. they we don't have to manually review reports to put accoutns on and off.
1 vote -
accomodation request for default font change
the default microsoft font is not accessible friendly. we should be able to select a font that is more accessible for visual imparement needs as well as for neurodivergents or any other accessibility need.
1 vote -
Would like to see past due balance in one area for entire account with multiple location. We were able to see past due all locations in C s
We would like past due balance to show up somewhere in ub4 for all locations, without running a report or going to each individual location and adding the balances together, we were able to see past due all locations in CBSW.
1 vote -
APPLYING AUTO PAY CHANGES TO ALL CUSTOMERS.
When updating the autopay for a customer if they have other autopays it wants to update all accounts, but doesn't show what accounts are setup currently. The only option is yes or no. Can you add another step to show what account #s are setup for the autopay and what current accounts are being drafted
2 votes -
Reminders/ tasks
make them have the ability to "pop out" like notes do when you open UB4. It could either be by individual task date (which would be GREAT!) or just the entire task note. This would help to remind us of important things that might need changed, reviewed, or checked on before billing for example.
1 vote -
"Limit to" and "Sort by" enhancement
Please make the "Limit to" and the "Sort by" options available for all reports.
4 votes -
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 -
show service address when selecting "Back" drop down
In Account Control Panel show service address along with numbers shown when selecting "Back" drop down. Showing only location and customer numbers is not something we know by heart, so is not as helpful as looking for someone you looked up a few calls ago and want to check something again or enter information, notes about call, etc. Thank you so much - you all are awesome!
2 votes -
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 -
Email notification on ALL payments made for accounts in shut off status.
Our system is set up to send us email notifications when a payment is made on an account in shut off status.
The system will ONLY generate an email if the payment takes the account out of shut off status.
We have a payment threshold set that any account over $100 will be shut off monthly. For example, If the balance is $150, and the customer pays $51, they will be removed from the shut off list this month, but they will still be in shutoff status because the payment did not satisfy the system requirement. The system only sends…3 votes -
email template include default subject
Have the email template include a defalts subject line if desired.
1 vote -
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 -
Make IVR payments labeled as made through IVR system, not as Online Credit Card payments
IVR payments should be noted as being made through IVR system on customer's transaction history instead of labeled as online credit card payments made through guestpay so if there is an issue with a payment, you can differentiate how payment was made.
2 votes
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