Skip to content

UMS

143 results found

  1. A new report for Locations with No Meters

    UMS needs a report in UMS that will list Locations with no meters installed.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. View Consumption History Through Service Orders

    Make it possible to view Consumption History information in Mobile Service Orders.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Add in the ability to search by route or sequence number while using mobile service orders.

    Having the ability to search by route or sequence number while using the mobile service orders/app will allow Field Techs to instantly identify which customers will be affected by water outage in the field. This will expedite the notification process from the field and office.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Bill Register

    Bill Register – To generate the account and utility status on the bill register. As mentioned, being able to identify the account and utility status is key when scrutinizing accounts for billing.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Payment Wizard - Manual Entry

    When using Manual Entry to enter the large amount of checks we receive (anywhere from 50- 150 some days), it would save time if the program would automatically load the endorsements to the printer when you click "process" rather than having to go back and individually click "endorse check" next to each entry.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. NOTE FIELDS

    In the NOTES Area in UMS we would love to be able to change defaults and to inactivate fields. Examp: Under "Note Used For" Has several choices and would love to be able to create our own drop down menu for things that are important for our company which is JUST WATER. Just having the ability to customize it more would be great.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 2023 User Summit-Refund with no credit balance

    This is what she wants: “I wanted to be able to cut a check to them if they did not have a credit balance and did not mean to pay. “ According to Matt, just doing a transaction reversal won’t allow you to do that. There are a number of transactions that have to happen, which is ludicrous, to be able to cut a check back to a customer. If you could AT LEAST get that process for me from them, they can use that in the interim until they find a better way to do that.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 2023 User Summit-Performance Issues With Move Outs On Large Accounts

    We are trying to use a feature in UMS for a customer having multiple Locations. In this case, it is a home builder. Normally this feature works fine but with this home builder account it currently has 437 locations attached to 1 customer account. When moving out a location from the home builder account it takes minutes for the process to complete. And because of how large the builder is its never just 1 move out. It’s a list that gets given to us every month so possibly scoping a move out wizard that can move out multiple locations tied…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Being able to print a zip code total after printing delinquency notices

    After we print delinquency notices we have to go through and manually count each notice to get the total amount of zip codes that are being sent out to be presorted for the post office.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Landlords

    When on customer screen and going to landlord tab that needs to be blocked out to where it cant be changed.....etc like address phone number its so easy to change that information when we think we are on customers information.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Remove old deposits from the Account Control Panel that have been refunded/consumed

    Instead of showing all deposits, have an option to only show deposits that have an amount holding and have the option to show old deposits (maybe something similar to showing removed devices).

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Prevent Duplicate Electronic Payments on CWP

    We have had so many customers call us to say that they accidently paid twice by credit card. To limit duplicate payments of the same amount in the payment portal, without disabling the ability of those owners who do pay bills online for multiple properties that are billed on a flat rate basis, I am requesting that the UMS portal does one of two things (or both).
    1. Rather than connect the payment to the Customer Number when it is being paid, connect it to the Location Number. Then we could switch the "don't allow duplicate payment" button, without prohibiting…

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Consumption Charges Based on Meter Usage, Not Total Account Usage

    Consumption allowances need to be associated with the meters and not the total usage on the account. If an account has a consumption allowance of 3,000 g, but has 2 meters, it should not now have an overall allowance of 6,000 g. Consumption charges should apply to any usage at each meter that exceeds 3,000 g.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Community Revenue Class Limitations.

    On behave of Melissa @ Texarkana.
    We would like and option to allow the users to limit to a Revenue Class for a Community. Just like it does for the Routes and Rate codes.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. compose email - add default signature

    Allow for there to be a signature (with line breaks) when you send customer's an email (ex: copy of their receipt) through UMS. Ex:

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. add note with attachment to all accounts in a misc. fee batch

    When processing shut offs under the Utility Services Tenants Rights Act it is necessary to keep good records. The inability to save a PDF of a complete report attached to the account notes in mass is debilitating.

    Example: the certified letters are not recorded as such because they don't run out of UMS as certified letters. We have to sticker and scan those.

    I would like to be able to attach that PDF record of scanned letters and envelopes (confirmation of delivery by court standards) to the accounts. Right now that has to be one 1 location at a time.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. create delinquency - export button next to process button

    The "Create Delinquency" window doesn't have an explicit 'Export' button, The only option is to first preview/process the report, then export from there, but that creates an odd "crystal reports" csv file rather than a standard csv file.
    .

    it would be really helpful to be able to export directly to a standard csv file.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Review Calculations

    Review Calculations – To add the feature to change the Read End Date and Transaction Date from the review calculations tab. Currently the Calculation Action must be selected first to update the Review Calculations with the Read End and Transaction Date.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Payment Station - Batch Total

    To remove the total cash on hand from the payment station for the cashiers. Currently if the feature is removed the cashiers won’t have rights to create their batch. The cashiers should not have access to their batch total due to the risk of fraud.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Posting Field

    Posting Field – Option to manually select/tick the specific accounts that we would like to post transactions for. Occasionally we might not want to post all the billing transaction entered by a specific individual, so being able to select the specific transaction we want to post will make the posting process much easier. As seen in the image below we have the option to post all the transaction or select the specific ones we want to post. To insert a column that will allow the selecting of the specific accounts for posting.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

UMS

Categories

Feedback and Knowledge Base