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UMS

172 results found

  1. rate code grouping

    We have many rate codes that go to either water or to sewer. When running reports like an AR or aged, or open balance it would be nice to have a feature in the code filters that allows us to select all of the rate codes in a service group. This way instead of me individually selecting 15 water service rate codes to get a report for water I would select something that automatically picks the water rate codes and none of the sewer rate codes.

    I'm assuming I'd have to pre-set something in the setup section, but if it…

    1 vote

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  2. Highlight note in message center

    Would it be possible to highlight in yellow a note in the message center?

    1 vote

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  3. Transaction History by Payments or Charges Only

    In the History tab, transactions have options for limiting/sorting what you can view. It would be helpful if we could limit viewing transactions by Charges, Payments, or Misc Charges only.

    1 vote

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  4. Rate Code List Changes

    We use the Rate Code List Report to verify that we have successfully changed all of the PGA rates from month to month. We print it to have a record that the price was changed. In a future update, you might consider adding a date selection to this report, as it prints all dates and that can make for a lengthy report. We really only need the most one or two recent changes.

    1 vote

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  5. 5 votes

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  6. Auto Payment Wizard Error Report Re-Print

    It would be helpful if the auto payment wizard error report that is generated after you run auto pay to be available in the reporting tab at any given time based on the date auto pay was run. At this time it is only available for a brief moment after you run the process and then disappears once it is closed.

    6 votes

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    This request has been declined because we do not store sensitive data and we use tokenization to process recurring credit cards.  We encourage users to save a copy of the report when it is initially created.

  7. Ability to remove, delete Customer after defined period

    I would like the ability to individually select customers to remove/ delete after a defined period of inactivity that I specify such as 5 years, 10 years, etc. It would not affect Location notes, data, items specific to location, would not affect meter changes/ data but would delete that specific customer's financial history, customer and account notes specific to that customer and/ or period of time selected. It would also make their customer number now available for use.

    2 votes

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  8. Payment Station

    To have a clear separation of the past, current, and total due in the payment station. In UMS it only has the past due and the total due, so the cashier must manually calculate to provide the customer with the current due. Kindly note recommended breakdown below.

    • Past due - $106.64
    • Current due - $304.18 - March Charge
    • Total due - $413.82

    5 votes

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    1 comment  ·  Admin →
  9. Add summary option to the charge register

    In the charge register report, would be great to have an option for a summary type report. We currently have to pull the entire report (4000 pages) in order to see just the last pages of summary information.

    1 vote

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  10. Search screen additions

    Would be very user friendly to see.....

    1. A Balance column added
    2. Allow the Utility Status column to follow the account progression (such as Current-Past Due etc)

    What great quick glance information. Thank you

    1 vote

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    We have researched the possibility of adding a balance column in the past and because of crippling performance when searching, we are unable to add a this to the search results.  We will, however, consider adding the utility status in the results on a future update.

  11. E-Check auto pay option

    I would like for the customers to be able to use e-check for auto pay

    2 votes

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  12. 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…

    3 votes

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  13. 2 votes

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  14. On payment reversals

    it would be helpful if you could indicate if it was reversal was done through the gateway.

    3 votes

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  15. Add Actual Customer Payment Counts to Pre-Posting Reports

    We would like to see total actual customer counts which we are required to report on for daily metrics on tasks that the CSR staff completes. Total number of customer payments accepted is not currently found on Pre-Posting. We need a way for UMS to provide an easy way to determine a total number of payments entered when entering multi-location/account payments for each user. Example take 1 check that applies to 10 rental locations, this is counted as 1 on the Pre-Posting report. We would like to see a total count of Customers accounts that had payments applied to them.

    3 votes

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  16. Read Type

    Include a column with the ready type in the usage/consumption tab. Currently each month must be selected to verify which month was an actual or estimated reading.

    4 votes

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    1 comment  ·  Admin →
  17. Add Arrears Amount in Create Delinquency

    When creating delinquencies it would be nice to have a column with arrears so we can select highest to lowest and have option to send customers with high arrears.

    5 votes

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    1 comment  ·  Admin →
  18. Reporting Shut Offs by assignment date?

    Is it possible to generate a list of customers who’s Account status on the Customer tab on the Account Control Panel is defined as “Shut off.” Additionally, if this report can be generated, can it tell us when the status was changed? The “Date Status Assigned” appears to the right of the dropdown box pertaining to Account status but I was wondering if this could be reproduced in the report I’m looking for.

    3 votes

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    1 comment  ·  Admin →
  19. Customer should not be able to go back ACH or Credit Card ACH draft after we remove them. But they still should be able to pay with cr cards

    Customers should not be able to put themselves back on ACH or Credit Card ACH draft after we remove them due to rejects. But they still should be able to pay with credit cards. We need a code to keep them off ACH or Credit Card ACH draft that still allows them to pay with a credit card.

    6 votes

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  20. 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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