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  1. E-bill statement attachments

    We would like to have the ability to attach a pdf to e-bill notices to avoid sending out a separate email. This would be especially helpful since we send our Consumer Confidence Report each year with our bill and now will be sending Lead and Copper information with our bills. It is not ideal to have to send another separate email when customers who recieive a paper bill get the notices with their bill. And we are limited to how many emails we are permitted to send. So please make the ability to attach a pdf with the ebill notice.

    18 votes

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    After further consideration, this item has been declined. Adding attachments to the e-bill process would significantly reduce UMS performance. To remedy this, UMS has a newly enhanced customer contact wizard available for any required customer communication outside of the e-bill process. This feature allows users to limit the communications to only e-bill customers (if desired), as well as allowing them to add an attachment to the communications.

  2. on demand autopay with repeat payment lock

    so that we can run an autopay file every day and the customers only get drafted once per month based on the date they have selected in their customer web portal.

    honestly if a customer wants to set up a weekly autopay draft amount that should be possible too but i'm willing to go for baby steps

    1 vote

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    Thank you for your suggestion regarding on-demand autopay with a repeat payment lock feature. We appreciate your interest in enhancing the flexibility of our payment options.


    At this time, we've decided not to move forward with this request due to limited interest and upvotes from other clients. However, we do offer Scheduled ACH Draft payments, which allow customers to log in and schedule payments as frequently as they'd like—monthly or otherwise. While these are not recurring by default, they are supported by sending an NACHA file to the bank for processing.


    If you'd like to explore this feature further or need help setting it up, our Tech Support team would be happy to assist.

  3. report capabilities help deck

    each report has the power to display certain information. there's no location to go and check if a report can display what you're after and it's just not on there right now so you have to open a ticket. a section in help that shows the canned capabilities of each report would be nice. this way when someone asks for an anomaly report we can pick the best option without making and waiting for a ticket. it could be a searchable reports database or something in academy or in ums.

    ex show me the reports that include meter serial number

    1 vote

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  4. more robust note feature

    allows in mass notes with where the note will be and whether or not an expiration should be on the note.

    Ex. statement message for Ward 3 "hydrant flushing the week of 6/10" that runs through 6/10

    0 votes

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  5. less clicks in notes

    it takes 3 clicks to get to the calendar for the grace date, 2 clicks to access the notes used for, and 3 clicks to get to the expiration date calendar, and that's all before you actually can click the date. any way to shorten the access clicks or is it some weird setting on my side?

    1 vote

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  6. more robust estimated reads options

    Ex. exclude highest read
    Ex. exclued lowest read
    Ex. use median reading

    1 vote

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    Thank you for your suggestion. However, this request has been declined due to a lack of votes and the fact that there are already several ways that should suffice to estimate a read.

  7. pre-break notice

    UMS can track arrangement amount vs current charges, so the pre-break notices should be able to put both of those things on the pre-break notices since both sets of fees are due within the payment arrangement.

    Something on the payment arrangement page that shows where they are like an amortization chart

    1 vote

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  8. cusi academy playback speed

    1.25 and 1.5 playback speed option

    1 vote

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  9. scheduled email

    delayed email delivery for the send statement notification feature in bill processing (select a future date and time for it to go)

    1 vote

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  10. adjustment note

    when making an adjustment there should be a section on that screen that allows you to include a statement note with the expiration box so you don't have to go back to the account later

    1 vote

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  11. calendar

    Billing adjustments calendar selection doesn't nave "today" as an option.

    1 vote

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  12. message center note

    Double click a note in message center that opens the full note on the note tab.

    1 vote

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  13. payment arragement deposit

    We require a deposit to start a payment arrangement. It would be nice to include or exclude that deposit payment as part of the arrangement installments. Also, if there is a pending payment on the account we should be able to set up a payment arrangement and exclude the pending payment.

    1 vote

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  14. note attachment description

    When adding a note attachment a description is required. Being able to save a short list of commonly used descriptions would be brilliant.

    1 vote

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    Thank you for your suggestion about adding a list of descriptions to the notes area.


    At this time, we have decided not to incorporate this feature due to a lack of votes on this request.

  15. email template

    Subject saved as part of a saved email template. (A saved attachment would be great too.) Ex. If I send a water use alert email I would want to include a flier of common places to check for a leak, b/c including all of that data in the email increases the changes the customer won't read the message.

    1 vote

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  16. Default Wildcard search

    We would like the ability to default the Wildcard search on the account control panel. Instead of defaulting to "Contains" we would like the default to be "Starts With" or whatever preference.

    Posted on behalf of Merrimack Village District

    1 vote

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  17. usage variance

    Be able to set usage variance by percent from last year AND over # of specified gallons.

    EX: Customer A used 4K in March 2023.

    We are now billing March 2024 and would want to flag if the use is 75% more than March 2023, but only if it is over 1,000 gallons total.

    This way if it is a small user exceeding 75% of last year's month at the same time of year we don't land them on the high use list because their total gallons used that month is less than 1,000 gallons; whereas above, the user would…

    1 vote

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  18. Customer Contact Wizard; Sort Order

    We would like to see the option for sort order for the emergency contact list under the customer contact wizard work for customer contact instead of sorting by headers. That block in the window is for the Emergency Contact List, which is separate from the Customer Contact Wizard functionality.

    1 vote

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  19. Bankruptcy Delinquency Type and Process

    Delinquency bankruptcy is needed. Ideally, the process mimics bad debt write-offs, but for current customers. There is no clean way to write off the balance and have it reflect as bankruptcy. It is understood that Lien Processes could accommodate, but there is a significant difference between the management of bankruptcy and lien processes.

    1 vote

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    Thank you for your suggestion. After reviewing the proposal and considering team input, we’ve decided not to move forward with this item at this time due to limited interest and lack of supporting votes.

    We appreciate your initiative and encourage you to continue sharing ideas—your contributions are valued.

  20. Future Date Read Changes

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

    4 votes

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