UMS
173 results found
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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 voteThis request has been declined due to lack of votes.
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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 votesThis 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.
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View Consumption History Through Service Orders
Make it possible to view Consumption History information in Mobile Service Orders.
1 voteThis request has been declined due to lack of votes.
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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 votesThis request has been declined due to lack of votes.
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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 votesThis request has been declined due to lack of votes.
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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 votesThis request has been declined due to lack of votes.
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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 votesThis request has been declined due to lack of votes.
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Ability to Delete a Service from a Location
We would like to have the ability to DELETE a Service, when Service has been Abandoned and Meter has been Removed.
5 votesThis request has been declined. There is some historical data preventing the deletion and the dependency error is intended behavior.
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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 votesThis request has been declined due to lack of votes.
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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 votesThis request has been declined due to lack of votes.
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Account Wizard should NOT have to uncheck make payments
When using the Move In Wizard...make payments now is prechecked. Please remove as this may cause errors .
5 votesThis request has been declined because this would affect all users moving forward and also because of the lack of votes.
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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 votesThis request has been declined due to lack of votes.
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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.
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2 votesThis request has been declined due to lack of votes.
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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 votesThis request has been declined due to lack of votes.
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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 votesThis request has been declined due to lack of votes.
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Exception Reports
Inclusion for the account and utility status in all billing exception reports. Including the account and utility status in the exception reports will assist in the scrutinizing process to easily identify disconnected and waiting accounts. As seen in the image below, the account status is included in the exception report.
2 votesThis request has been declined due to lack of votes.
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Enter Read
To update the Enter Read with the account and utility status. This will allow us to clearly identify the status of the account, whether it is current or shut-off; and will minimize the scrutinizing process. As seen in the image below, the account status is updated in Enter Read.
2 votesThis request has been declined due to lack of votes.
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Duplicate For Contacts on Ebills
When sending out Ebills the Duplicate for Contacts is set as a default. We would like to see this removed & be able to select the option if needed.
3 votesThis request has been declined due to lack of votes.
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report type applies to export
When exporting a report, I would like to be able to apply the report type - Detailed or condensed to the CSV export without having to export the report from the preview screen which then includes data that needs a lot of clean up.
4 votesThis request has been declined due to lack of votes.
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3 votes
This request has been declined due to lack of votes.
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