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UMS

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  1. Pop up box when you dont save while adding services

    We send both monthly and bi-monthly bills. When starting service on a TEMP account, if you do not click save after adding "details" in the location tab, UMS allows you to add a service but when saved, the rate code is missing. When this happens it defaults to the monthly rate which does not bill correctly for a bi-monthly bill.

    There needs to be some kind of pop-up box or something that does not allow you to add a service until the details in the location tab are saved.

    4 votes

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  2. expiration limitation on UDC

    UDC code that can expire. example - no payment plans for a year, apply a no plans udc that expires in a calendar year. they we don't have to manually review reports to put accoutns on and off.

    2 votes

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  3. 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.

    2 votes

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  4. 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.

    2 votes

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  5. 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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  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.

    22 votes

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  7. 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)

    2 votes

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  8. 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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    1 comment  ·  Admin →
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  9. 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.

    5 votes

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  10. 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

    3 votes

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  11. 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.

  12. 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.

  13. Add payment to mobile application.

    It would be very helpful to show if a members account is paid or not on the mobile application our field crews use. This would be efficient during the times the offices are closed, including weekends, when a member is locked out and they make a payment after hours. Currently, we cannot see the status of an account only their name, address, location number, and phone number(s).

    6 votes

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  14. 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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  15. 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.

    7 votes

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  16. Open Balance and Aged Receivable

    Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.

    5 votes

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  17. If account receivables had an Includes button for unposted payments

    It would be nice if you added unposted payments to include in the aged receivables options so they don't show as still outstanding when the payment has been made but not posted yet.

    6 votes

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    Thank you for your suggestion! We appreciate your input and see the potential value in this enhancement. At this time, we need additional votes and support from other users to move this request forward.

    Your engagement helps us prioritize improvements that matter most to our users.

  18. Bad debt maximum past due balance

    When running the Bad Debt Process, we do not want accounts that have over $10 balance to calculate. It would be handy to be able to put in a Maximum Past Due Balance field similar to the minimum so we do not calculate for accounts that owe over $10.

    We would like a field on the adjustment process screen as well to only take off credits under $10 or on the Open Balance Report let us enter an amount.

    9 votes

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    1 comment  ·  Admin →
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    Thanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!

  19. Larger font size in windows and in printout reports

    On the Account Control Panel window, it is possible to increase the size of the window, and therefore the font, of the window. This is very nice and we just discovered it was possible.

    Would like for this to be possible for all windows and also for printed reports. Some of the printed reports are very small font and very hard to read.

    11 votes

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    Additional votes are needed to move this request forward. If there is a specific report that requires larger font, please reach out to our technical support team for assistance in modifying the report to better suit your needs.

  20. Cities in search results

    The ability to view service address cities in the search results box would be amazing! Often times we're looking for an address that is more generic, and we have to click on multiple people and open their accounts to view the city and see if it is the correct account. A huge time saving improvement!

    1 vote

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