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  1. Filter Options For Miscellaneous Rates

    Referring to Ticket 89901 (images available)

    When filtering reports or any limit option by rate codes, Miscellaneous does not have the ability to choose the rates we have added to our system, instead it gives a generic "MISC or "MISCM". It would be helpful to pull reports with the ability to differentiate the different types of Misc rates rather than having to spend the time to filter the file each time we pull a report. It will be extremely helpful also when posting transactions.

    17 votes

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    1 comment  ·  Admin →
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  2. 2023 User Summit-Security Overhaul

    1. Currently in setting up security roles there is a large majority of UMS that can be delegated as far as being able to view vs edit vs delete and such. But currently there are a VAST amount of small functions that only the role of an Administrator has the ability to manipulate, even if the function is only to view a certain section of the control panel. I would love to have some of these small functions but able to be delegated in security roles. Ill give an example. On a customer account if you want a CSR to be…
    3 votes

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  3. Add Merge Field for Community Phone Number

    On behalf of: Del Oro

    Please add a merge field for Community Phone Number - for use in Message Templates, etc.

    The current alternative is to maintain duplicates of each template for each Community, with Community info inserted statically, which is not feasible for 23 Communities.

    Merge Field parity between Company and Community would be ideal, but Community Phone Number is currently the most pressing omission.

    Thank you!

    2 votes

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  4. Future Date Read Changes

    Allow for mass future dating. Currently unable to set billing periods (prior/current dates) in masse for a future date.

    2 votes

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  5. change from commerical account to residential account

    when account in changed from commerical to residental or other way can a popup or alert be added to remind to go and change rate codes to match

    2 votes

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  6. Customer address changes

    Can you add "Current Occupant" to the contacts to include when running Location Contact list? I need to send information to the location address, doesn't matter who's occupying the residence.

    1 vote

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  7. ability to limit reports by zip code

    Utility must submit numerous status reports to Public Service Commission on disconnects for non payment, penalties, etc and they require them to be enumerated by zip code. The expectation is that eventually there may be special rates for certain zip codes. Currently numerous reports are being exported to excel, combined and then sorted to gain the required reporting information.

    1 vote

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  8. Retain History of Budget Billing

    We need to be able to look back and see the history of what customers have paid in previous years on budget billing. Once the new amount for the coming year is established, then the past amounts are no longer tracked so we cannot see the trends/history when discussing with the customer.

    1 vote

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  9. Allow us to record our own robo-call message

    We would love for you to allow us to record and send a message in our own voice for a robo-call instead of the computer generated one.

    1 vote

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  10. 1 vote

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  11. Last 4 of Card Number

    We would like to be able to see the last 4 of the card number on the Autopayment tab.

    Posted on behalf of Kristy at Loves Park

    1 vote

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  12. More than 1 email address on an account

    We would like to have the ability to add multiple email addresses on a UMS account.

    Posted on behalf of Kristy at Loves Park

    1 vote

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  13. Robo Calls going to more than one telephone number, have more than one primary telephone number.

    We would like to be able to have more than one primary telephone number on an account to send Robo Calls to.

    Posted on behalf of Kristy at Loves Park

    1 vote

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  14. Edit Reporting Available for Scheduled Tasks in UMS.

    Under Management > Schedule Tasks. We would like to be able to pick different reporting other than Aged Receivables. Our specific report we need is Pre Posting Financials Review.

    Posted on behalf of Kristy at Loves Park

    1 vote

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  15. Cancel linked Service Work Order after posting a Transaction Reversal for a Shutoff

    Develop a process to allow end users to cancel, or at least be reminded to cancel, a Service WO that is linked to a Shutoff that was recently reversed using the Transaction Reversal Wizard.

    1 vote

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  16. Calculate Bills

    Calculate – Bill Process – Allow for a drop-down option or field where we can calculate multiple accounts at a time. Currently for loose bills we can only calculate one account at a time; so being able to have the option to enter multiple accounts, would make the calculation process for loss bills much easier and less time consuming. As seen in the example below, we can manually enter the accounts we want to bill or calculate.

    4 votes

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  17. Meter Change Report

    Meter change report – To allow the meter changeout report to include the old and new meter number and reading. Currently the report only provides the old meter information, so we must pull another report and do a comparison with the account numbers to get the new meter information. Also including the removal reason in the changeout report. Being able to properly track the reason why our meters are being changed is very important, so that we can determine if a specific brand or make of meters should be re-purchased. The option to select the removal is available, but its…

    4 votes

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  18. Levelized Filter

    I would like to have Levelized Plan customers added as a filter to reporting so that those accounts could be pulled out and analyzed.

    2 votes

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  19. Refund List Report Sort Ascending/Descending

    You can currently sort the report by "date of refund" but it defaults to newest to oldest ascending. We would like to be able to sort by refund date oldest to newest instead.

    1 vote

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  20. Prevent Duplicate Emails on Communication Wizard

    Communication wizard – ignoring duplicates:

    You can see below an example. Thornwell Home is an orphanage in Clinton SC with multiple buildings on gas. Their email is in each one. These are just a few of them; there are more. As it is, an email to billing@thornwell.org will go out to each one. I can see the duplicate need for e-statements or payment receipts, but to send an email for something else requires a lot of prep work to delete duplicates. As an example, if we wanted to notify this route that work was being done, each account would get…

    2 votes

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