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  1. Error hint in Manual payments - Location column

    When you have a customer who has a final address and a current address under the same customer number, the system does not notify you to enter the location number while imputing manual payments. It will automatically apply to the final account which has caused a headache with billing errors.

    It would be nice if it gave the little red exclamation mark like it does for final accounts when you try to put in a greater payment then due or if it would pull up the locations so you could pick the correct one.

    6 votes

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  2. Payment Screen: Expand Reference Field to Allow More than 26 Characters

    In the payment screen, the by reference space is limited (an enhancement request)and is currently set to 26 characters. Could it be increased?

    3 votes

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    1 comment  ·  Admin →
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  3. Print Address on Envelope for all Customers

    We would like for there to be an option to print the customer address on 1 envelope per customer. We have separate letters that we send to our members and need to have it printed out on an envelope instead of on a label for our 4k customers.

    1 vote

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    1 comment  ·  Admin →
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  4. Final Bill Wizard Auto Checking "Remove Reoccurring Payment Details"

    It is very easy to remove bank draft information for a customer if you do not pay attention in the "Final Bill Wizard". Leave the box, but make it not auto populate a check mark.

    1 vote

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    There are now default options for autopay settings available through the Company Settings area of UMS.  


    If you need help with this, please contact our technical support staff.

  5. change on invoice

    An invoice is sent to the customer, but if a payment is made to the account the invoice changes. The original invoice should not change because of payment to the account.

    2 votes

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    1 comment  ·  Admin →
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  6. Prepare Meter Reads > Limit Options > Select All Option

    National User Conference 2022: Add a select all option on limit options for route and cycle.

    2 votes

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  7. Prepare Meter Reads > Manual Meter Reads

    Billing > Meter Reads > Prepare Meter Reads > Manual Meter Reads

    Need the ability to print in usage order from high to low usage.

    Submitted on behalf of the 2022 National User Conference

    2 votes

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  8. correction reads

    when you make a correction with the read for a meter. you do not see the corrected read as the previous read, you see the incorrect read. how can we fix this

    2 votes

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  9. Date selection for usage chart print

    The Print Chart function in the usage tab in UMS only prints the last 12 months. Often times when customers are questioning their bill, we compare their usage with the prior year and maybe even 2 years prior. It would be nice to select the dates for the usage print chart, going back up to 3 years

    3 votes

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    Completed  ·  Calandra Short responded

    Thank you for your feedback, but this item is being denied due to lack of votes at this time.

  10. Location ID Sort in Billing

    During billing, you can't sort the Meter Exceptions by Location ID order. I would have to export report and sort, then disseminate to field for rereads. Instead, I am running them from Reporting Tab, Meter Exceptions. Logically, everything you need for billings, should be accessible through the billing tab. Trying to explain why we use the dates we do for the UNREAD list in Reporting = a 'does not compute Will Robinson' issue. Thank you

    1 vote

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  11. indicate estimated reads on the usage screen

    I would like to see some type of indication on reads that are estimated on the usage screen (everywhere would be awesome). I know I can select each one and see the read type; however, to see it on the chart would be great. At a quick glance, I could tell the customer how often it is estimated.

    I would like to see it on the printouts also. When submitting information for Federal and State loans, we must indicate which reads are actual and which are estimated for every account for 3 years. VERY time consuming to check each and…

    6 votes

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  12. In CWP customers would like date option to schedule a onetime credit/debit card payment in advance

    Customers would like the option to schedule a date for a onetime credit/debit card payment to process in their CWP.

    2 votes

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  13. Bill Form Shows Dates of Previous Balance or Aged Buckets

    With the increase in assistance programs wanting to know the date range of the past due balance it is becoming more difficult to keep up with balance confirmations amongst being short staffed and responding in a timely manner.

    It would be nice if the previous balance could indicate the dates pertaining to the past due balance, or a space that includes aged balance buckets.

    If not on the bill, on the customer web portal.

    Or even in the history tab when we select aged by due date or aged by transaction history, the aged columns not only include the day…

    3 votes

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  14. Owners receiving a copy of a renters bill

    It would be nice on the duplicate copy of a renters bill that goes to the owner that instead of the owners name being put in the customer name field it actually said the renters name as it should.

    3 votes

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    Completed  ·  Calandra Short responded

    This can be done currently.  The bill form will need to be edited in order to allow it.  I will log a tech support ticket, so they can assist you. If this is something anyone else wants to do, please email techsupport@cusi.com to create a ticket.

  15. Schedule password changes

    In the scope of better security, I think it would be great to have the ability to schedule password changes for users after so many days (set by an administrator) instead of having to manually choose and force users to update their passwords.

    1 vote

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    1 comment  ·  Admin →
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  16. Click on specific category in "Active Service Orders by Category"

    Our servicemen are using mobile service orders in the field and would like to be able to click on a specific service order category instead of needing to scroll through every single open work order. We do multiple Repair Radio Read service orders every month and sometimes they are not able to get to them until a month or two down the road. Not being able to click on that specific category can be frustrating.

    1 vote

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  17. Web Portal

    A lot of times our website goes into maintenance mode for which customer service is working on and i have to physically schedule it to keep it out of maintenance mode during certain hours. It would be GREAT if there was an option to click repeat daily on it. That way on the weekends my customers don't get frustrated when it's in maintenance mode for 48 hours

    1 vote

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    Completed  ·  Calandra Short responded

    There is an option that we can turn on in your portal to prevent this.  I have logged a tech support ticket for someone to reach out.

  18. UNLOCK WEB PORTAL CUSTOMERS

    When a customer gets lock out through the Web Portal, we should have the ability to unlock that customer and force a password change instead of having to have the customer wait for the timer in the back ground (that we can't see).

    1 vote

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  19. Payment Arrangements on the Bill Form

    The system not recognize an installment that was due the previous bill as a past due amount. Unfortunately, it doesn't appear that there is a good way to pull past-due payment arrangement installments onto the bill form for the Previous Unpaid Balance field. Because the standard fields pull outstanding installments into a lump sum, there's not an easy or clean way to separate a current installment from an older installment(s). Attempts to separate the amounts would require custom math to get a past-due figure, which would add complexity to the bill form and could produce incorrect numbers in some situations.…

    2 votes

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  20. A HOLD DATE

    Be able to set a "hold date" which would keep a new customer from doing their first bill until after that date has passed.

    1 vote

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    Completed  ·  0 comments  ·  Admin →
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