UMS
77 results found
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Deposit Register
Is there a way to ADD to the sort in the deposit register CHARGE DATE, we need to know the oldest deposit on file and any that are older than a year and when you export it to excel, it wraps so no way to sort it that way either.
1 voteThis request has been declined due to lack of interest and votes.
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Account Search by Care Of
When searching for an account would like the mailing address and care of field returned in the search results.
Submitting for CUSI Customer Account: 201506
4 votes -
Amount due for all accounts at a location
When you enter a location number into the search field and it returns all the accounts that were at that location we would like to see and added column that has amount due so that we can see at a glance any outstanding balances.
2 votesThis request has been considered before. In research of the request, the performance impact to UMS would cause a negative user experience. Due to that, this request is currently being declined.
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Total counts on all reports
Would like the total count to reflect on all report. Ex. Bill calculations, email statement notifications, ACH to name a few
2 votesI am splitting this up into 3 separate enhancements for transaction counts on Bill calculations, email statement notifications, ACH.
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Payment correction reference field information Missing
When posting payment corrections from payment reversals the reference field information does not show when printing the bill history and does not show on the customer's side in the portal.
1 voteIt is recommended to use note for print on statement.
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The ability to transfer a payment to two or more accounts.
It was suggested by our trainer here at Crossroads Utility Services (Lindsay Forness) that we have the ability to transfer a payment from one account to two or more accounts.
As of right now we are only able to transfer a payment to one account and it has to be for the full amount. Lindsay would like for us to be able to split the payment and apply it to two or more accounts.
2 votesWe do not have the ability to do partial transfer in UMS. Has to do with out we store the data.
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Automatic Move-out
If there is a current customer in a location and someone else moves in, it would be nice at the time of doing the move-in order if a move-out was automatically generated for that current customer.
1 voteNot enough votes.
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BE ABLE TO REVERSE A PAYMENT REVERSAL ONCE ITS POSTED BECAUSE OF THE DATE OF TRANSACTION IS WRONG. MESSING UP MY MONTH END
WOULD LIKE TO BE ABLE TO REVERSE A PAYMENT REVERSAL ONCE ITS POSTED. BECAUSE OF THE DATE OF TRANSACTION IS WRONG. MESSING UP MY MONTH END AND YEAR END. WE SHOULD BE ABLE TO FIX THIS JUST LIKE ALL OTHER PAYMENTS
3 votesNot enough votes.
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Allow partial credit card refunds
Allow partial credit card refunds for overpayments to prevent having to cut a check, which is more expensive and labor intensive.
1 voteThis is not possible for us to do. It has to do with how the payment is received and our data base structure. Thank you for your input.
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Create pending option for service orders
Currently the only options for service orders are "open" or "close". There should be a "pending" option that service techs can use to clear and item from their active service order list - without completely closing the service order itself.
2 votesYou do have the ability to create custom options. Please email techsupport@cusi.com to create a ticket for a tech support rep to walk you through the process.
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When running consumption history report by cycle need to see total usage by location
Currently the consumption history report only provides a total usage for the entire cycle for the date range. Need the usage total to show at the end of each location as part of the entire cycle report.
1 voteDue to lack of votes.
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Reporting for Regions/Subdivisions
Should be able to run reports by Region/Subdivision since this is a filtering feature already.
1 voteThis is declined, but will be split into 3 separate enhancement requests.
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Customizable messages to display on Quick Pay payment screen
We wanted to added a note to our customers in the Quick Pay screen where payment is made, but we cannot. The attached image shows where we wanted to insert a message.
1 voteThis is declined at this time due to lack of votes. Our QuickPay is designed to be just that-a quick place to pay. Our focus is on a new CWP version 3.0 that will come out in late 2023. As of now, the only place that is customizable is the actual log in portion of the portal. Thanjk you for your idea!
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Reporting inactive services
I would like to have inactive services removed from reports in UMS. It would make for a much cleaner report.
1 voteThere is a way to avoid pulling the inactive services if you will use the code filter for "Active". If you have any issues with this process, please email techsupport@cusi.com
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I would like to have a customer receipt not to include billing charges for an upcoming billing that has not yet been posted to their account
This is a response to an e mail sent regarding a receipt I gave to a customer who made a payment on the same date that I did a billing for an upcoming quarter that had not yet been posted. The receipt showed their balance as the new billing balance. I would like to see the balance be zero if they are paying their prior balance before any new charges.
JD McKaskle (CUSI)
Dec 23, 2021, 8:52 AM CST
Hello Deborah,I am reaching out to give you an update on the Receipts printing a different Total Balance if you…
2 votesClosed due to lack of votes.
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change the on dates for all rate codes at at the same time
In CBSW we used to be able to update all of the "on dates" for each service by changing one date. In UMS you have to update them individually. The ability to be able to update all of the services at the same time would be super helpful and time saving.
1 vote -
Mobile Service Orders Options
We'd like to be able to limit the completed MSO's on the map. This way the tech can see what orders are nearby that still need completed via the map. We'd also like additional options for the tech to select days, routes, etc on the map to view upcoming orders.
0 votesThis request has been declined due to lack of interest.
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