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187 results found

  1. Edit Reporting Available for Scheduled Tasks in UMS.

    Under Management > Schedule Tasks. We would like to be able to pick different reporting other than Aged Receivables. Our specific report we need is Pre Posting Financials Review.

    Posted on behalf of Kristy at Loves Park

    1 vote

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  2. Cancel linked Service Work Order after posting a Transaction Reversal for a Shutoff

    Develop a process to allow end users to cancel, or at least be reminded to cancel, a Service WO that is linked to a Shutoff that was recently reversed using the Transaction Reversal Wizard.

    1 vote

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  3. Validate email addresses in real time

    Implementing basic email validation when a customer or employee enters an email address into UMS would be highly beneficial. Numerous methods exist for verifying email addresses, encompassing syntax checks, DNS lookup, SMTP server verification, etc.
    I know some email verification services that offer an API require a subscription, so maybe there could be two levels of validation. One that requires a subscription and one that does a basic SMTP server check (or an equivalent)?

    6 votes

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  4. Services on Move-In Wizard

    Clear pre-filled services on the Move-In Wizard so users cannot click past this in a hurry and add unnecessary things.

    7 votes

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  5. 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.

    4 votes

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  6. Calculate Bills

    Calculate – Bill Process – Allow for a drop-down option or field where we can calculate multiple accounts at a time. Currently for loose bills we can only calculate one account at a time; so being able to have the option to enter multiple accounts, would make the calculation process for loss bills much easier and less time consuming. As seen in the example below, we can manually enter the accounts we want to bill or calculate.

    4 votes

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  7. Levelized Filter

    I would like to have Levelized Plan customers added as a filter to reporting so that those accounts could be pulled out and analyzed.

    2 votes

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  8. Refund List Report Sort Ascending/Descending

    You can currently sort the report by "date of refund" but it defaults to newest to oldest ascending. We would like to be able to sort by refund date oldest to newest instead.

    1 vote

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  9. Required Fields

    Add *Required Field to work orders such as the following:
    Name of person completing the task
    Meter Read
    Meter Number Information.
    We think that with these additions it could help with cleaning up the system and things that may get overlooked would not as likely.

    1 vote

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  10. 2023 User Summit-Duplicate Robo Calls

    We would like a separate way to send notifications. IVR calls are occurring from the Penalty Report and they give no visual indicator to the end user that a RoboCall is going out. It would be much better if there were a Send Notification, Export, and an IVR/SMS button (or a company option) so the end user could control the communication. Or at the least an indicator of some type letting the user know a RoboCall went out.

    3 votes

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  11. Autopay - Declined Credit Card

    When processing autopay, the declined credit card report is only available during the process. It would be helpful if we can the option in reports to pull it again if needed.

    1 vote

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    This request has been declined because we do not store sensitive data and we use tokenization to process recurring credit cards.  We encourage users to save a copy of the report when it is initially created.

  12. Changes to Note Type

    • Currently when you open the note type it auto-populates to “general”.

    Can you make the sort order customizable and hide types that are no longer being used?

    5 votes

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  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.

    3 votes

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  14. 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.

    4 votes

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  15. let it start numbering new accounts at a number set by the user not by the highest numbered account

    Have UMS start numbering new accounts at a number set by the user not by the highest numbered account. We have our regular customer accounts starting with 1353001 and going up. We'd like to set this as the "next account # to use" and then let the system count up from there.

    1 vote

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  16. Customer address changes

    When A customer changes their mailing address, it should effect all future billings only. Currently it compromised the integrity of our historical data and we don't want that to happen. Please make this change.

    13 votes

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    This work item was declined due to the existing workaround ability of viewing the audit tab for any address changes and obtaining address information as to where a statement was sent. This feature would be a major overhaul to UMS as to how bills and forms are processed within UMS. CUSI also recommends saving a PDF copy of your statements at the time of creation so this historical information would be accessible at any time.

  17. View Consumption History Through Service Orders

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

    1 vote

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  18. 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.

    3 votes

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  19. 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.

    3 votes

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  20. Add the meter number on the main screen where the cycle, route and class are displayed. This will allow for easier access or visibility o

    Add the meter number on the main screen where the cycle, route and class are displayed. This will allow for easier access or visibility of the meter number. Currently we must go the usage tab or manage installation to access the meter number.

    3 votes

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