UMS
222 results found
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Clone Message Templates
Need the ability to clone message templates.
1 voteThis request has been declined due to lack of votes.
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budget
I would like to have an "As Of" report that would show how much a customer or range of customers are either ahead or behind on their Budget Billing plan. I know it can be seen on an individual customer's account history, but for our audit we would like to see totals so that we can come to a Deferred/Unearned Revenue balance. If it ever were to come a day to close the business, how do we know how much is owed or due from customers?
4 votesThank you for the enhancement suggestion. After reviewing the request, we’ve decided not to move forward at this time due to limited user demand for this functionality. Based on current usage and feedback, this scenario does not appear to impact a broad enough audience to prioritize an update.
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rate code grouping
We have many rate codes that go to either water or to sewer. When running reports like an AR or aged, or open balance it would be nice to have a feature in the code filters that allows us to select all of the rate codes in a service group. This way instead of me individually selecting 15 water service rate codes to get a report for water I would select something that automatically picks the water rate codes and none of the sewer rate codes.
I'm assuming I'd have to pre-set something in the setup section, but if it…
1 voteThis request has been declined due to lack of votes.
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Add Merge Field for Community Phone Number
On behalf of: Del Oro
Please add a merge field for Community Phone Number - for use in Message Templates, etc.
The current alternative is to maintain duplicates of each template for each Community, with Community info inserted statically, which is not feasible for 23 Communities.
Merge Field parity between Company and Community would be ideal, but Community Phone Number is currently the most pressing omission.
Thank you!
3 votesThank you for submitting the software enhancement request. After reviewing the level of interest and feedback from others, we’ve determined that there is not enough demand to justify moving forward with this enhancement at this time.
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Highlight note in message center
Would it be possible to highlight in yellow a note in the message center?
1 voteThis request has been declined due to lack of votes.
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Transaction History by Payments or Charges Only
In the History tab, transactions have options for limiting/sorting what you can view. It would be helpful if we could limit viewing transactions by Charges, Payments, or Misc Charges only.
1 voteThis request has been declined due to lack of votes.
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Rate Code List Changes
We use the Rate Code List Report to verify that we have successfully changed all of the PGA rates from month to month. We print it to have a record that the price was changed. In a future update, you might consider adding a date selection to this report, as it prints all dates and that can make for a lengthy report. We really only need the most one or two recent changes.
1 voteThis request has been declined due to lack of votes.
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2023 User Summit-Timestamp on the emails is in 6.9, but they would like to see email.
Timestamp on the emails is in 6.9, but they would like to see email.
5 votesThis request has been declined because this information can be obtained through the mail server sent items.
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Auto Payment Wizard Error Report Re-Print
It would be helpful if the auto payment wizard error report that is generated after you run auto pay to be available in the reporting tab at any given time based on the date auto pay was run. At this time it is only available for a brief moment after you run the process and then disappears once it is closed.
6 votesThis 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.
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Ability to remove, delete Customer after defined period
I would like the ability to individually select customers to remove/ delete after a defined period of inactivity that I specify such as 5 years, 10 years, etc. It would not affect Location notes, data, items specific to location, would not affect meter changes/ data but would delete that specific customer's financial history, customer and account notes specific to that customer and/ or period of time selected. It would also make their customer number now available for use.
2 votesThis request has been declined due to lack of votes.
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Payment Station
To have a clear separation of the past, current, and total due in the payment station. In UMS it only has the past due and the total due, so the cashier must manually calculate to provide the customer with the current due. Kindly note recommended breakdown below.
• Past due - $106.64
• Current due - $304.18 - March Charge
• Total due - $413.825 votesThis request has been declined due to lack of votes and because past due balance could be up for interpretation.
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Add summary option to the charge register
In the charge register report, would be great to have an option for a summary type report. We currently have to pull the entire report (4000 pages) in order to see just the last pages of summary information.
1 voteThis request has been declined due to lack of votes.
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Add Alert to Clear Readings before Model Changes
Add an alert/error message in UMS >> Manage Installations. When a user is editing an inventory item to "Change Model" on the device if unbilled meter readings/usage exist the users will not see all models available in UMS. It would be helpful to have an alert displayed instructing the user to CLEAR ALL readings from the meter to see available models.
4 votesThank you for the enhancement suggestion. After reviewing the request, we’ve decided not to move forward at this time due to limited user demand for this functionality. Based on current usage and feedback, this scenario does not appear to impact a broad enough audience to prioritize an update.
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multiple autopay options for the customer
A customer should be able to determine if they want weekly, bi-weekly, or monthly autopays drafted either for the full bill amount or partial bill amount. It would work wonders for collections if they had an autopay option that aligned with the customers' needs. Right now we control the draft and the only clean way to do it is to offer once per month. Using location codes is not a clean way to do this. It should be controlled by the customer from the payment portal and less of a manual process on our end.
Ideally a message saying run…
4 votesThank you for the enhancement suggestion. After reviewing the request, we’ve decided not to move forward at this time due to limited user demand for this functionality. Based on current usage and feedback, this scenario does not appear to impact a broad enough audience to prioritize an update.
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Search screen additions
Would be very user friendly to see.....
- A Balance column added
- Allow the Utility Status column to follow the account progression (such as Current-Past Due etc)
What great quick glance information. Thank you
1 voteWe have researched the possibility of adding a balance column in the past and because of crippling performance when searching, we are unable to add a this to the search results. We will, however, consider adding the utility status in the results on a future update.
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E-Check auto pay option
I would like for the customers to be able to use e-check for auto pay
2 votesThis request has been declined due to lack of votes.
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Prevent Duplicate Emails on Communication Wizard
Communication wizard – ignoring duplicates:
You can see below an example. Thornwell Home is an orphanage in Clinton SC with multiple buildings on gas. Their email is in each one. These are just a few of them; there are more. As it is, an email to billing@thornwell.org will go out to each one. I can see the duplicate need for e-statements or payment receipts, but to send an email for something else requires a lot of prep work to delete duplicates. As an example, if we wanted to notify this route that work was being done, each account would get…
3 votesThis request has been declined due to lack of votes.
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Request Error Reporting Improvements for Meter Reading Import Upload Excel File
I would request Error reporting improvements for the meter import. Please see attached.
2 votesThis request has been declined due to lack of votes.
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On payment reversals
it would be helpful if you could indicate if it was reversal was done through the gateway.
3 votesThis request has been declined due to lack of votes.
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Add Actual Customer Payment Counts to Pre-Posting Reports
We would like to see total actual customer counts which we are required to report on for daily metrics on tasks that the CSR staff completes. Total number of customer payments accepted is not currently found on Pre-Posting. We need a way for UMS to provide an easy way to determine a total number of payments entered when entering multi-location/account payments for each user. Example take 1 check that applies to 10 rental locations, this is counted as 1 on the Pre-Posting report. We would like to see a total count of Customers accounts that had payments applied to them.
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3 votesThis request has been declined due to lack of votes.
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