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  1. All capital letters for the parcel number

    Can be changed or an option added to have the parcel number in the location tab, only be entered as capital letters? When the parcel number is entered with lowercase letters by mistake, it conflicts with some of our programs that use this information.

    3 votes

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  2. Subdivision Report

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

    4 votes

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    Thank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.

    In order to proceed with this enhancement, we will need additional validation and support from the UMS community. Broader engagement helps us better understand demand and prioritize future development efforts.

    We encourage Uservoice members to review and vote on this idea if this is something you would like to see on a future update.

  3. 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

    3 votes

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  4. Customer name on GL report

    I would like to be able to see customer name on the Enhanced and General Ledger Reports. As our auditors do test work, it would make things simpler.

    1 vote

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  5. 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

    3 votes

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  6. 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.

    20 votes

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  7. 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!

    3 votes

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  8. 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.

    3 votes

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  9. 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.

    8 votes

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    Thank 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.

  10. Customer Contact Wizard - Calls - Leave Voicemails

    It would be beneficial for our customer base to have voicemails left of the recorded message template call when contacted through the customer contact wizard during an emergency. Without this, customers are screening calls and missing the messages, or calling us back and increasing our incoming call volume. Either way, they are getting delayed information since the system won't leave a voicemail currently.

    1 vote

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  11. Automate application of Penalty

    We would like a configuration option that would allow the automatic application of penalties each month.

    posted on behalf of Northern Perry County Water (Ohio)

    3 votes

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    Thank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.

    In order to proceed with this enhancement, we will need additional validation and support from the UMS community. Broader engagement helps us better understand demand and prioritize future development efforts.

    We encourage Uservoice members to review and vote on this idea if this is something you would like to see on a future update.

  12. Manual removal of shutoff status or allow for different threshold customization

    We allow our customers to pay their past due bill to avoid shut off, rather than the entire account balance. Their account will show 'shutoff' unless they have a zero balance. This is contradictory to our policy and confusing to customers. I would also like to be able to customize the shutoff notice that is sent, like we can do with our email statements.

    1 vote

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  13. Automatic Notification for Landlord Reversion

    Would love a way to send landlords a notification automatically when a location goes back into their name. Some landlords are set up for landlord reversion, so they want to know the date it happens before they get their first bill.

    4 votes

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  14. 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

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  15. Location No. search

    Would you please add a column to the Location No. search selected from the Account Control Panel that shows final date for each result for that location that has a final status after "Utility Status" column so that we can readily see which final result is the most recent?

    Thank you so much, God bless, and we look forward to hearing from you!

    2 votes

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  16. 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

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  17. Backflow Tester List

    My backflow tester list is very long and hard to find people quickly. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore and have long expired licenses to keep my list short and updated.

    6 votes

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  18. 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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  19. Add forwarding address field to cancel service request

    Add forwarding address field to cancel service request

    2 votes

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  20. Customer Name when re-sequencing route

    when resequencing a location, it would be much easier to know exactly where to insert if the name of the current occupants of the locations were shown. Even though we have over 12,000 service locations, the names still mean something to us and would improve our accuracy of getting the sequence correct.

    (on behalf of Conway County Regional Water Distribution District, AR)

    1 vote

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