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UMS

174 results found

  1. batch bill correction

    presently there's not way to correct a whole bill file batch all at once. ums should be able to do that and also to include a statement account note to print on the new bill. the new bill should have the revised bill date and revised bill due date on it as well.

    4 votes

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  2. contract payoff

    more accessible contract payoff balance for a location. right now drilling down is by service and multiple clicks per service. any amortization schedule should include the location's current status on the schedule

    4 votes

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  3. payment arrangement draft

    It would help us if there was a payment arrangement draft mode where we can put the arrangement on the account in an inactive status, send out the paperwork to the customer (sometimes it is more than one party) and then after the agreement documents are signed, then activate the arrangement on the account. This way there isn't an active arrangement on the account while we are waiting for documents during which time a bill could post.

    4 votes

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  4. SERVICE ORDERS Date due VS Scheduled Date

    Date Due VS Scheduled Date. To me this is the same and it auto populates with todays date in the Date Due, the scheduled date is the date you choose for the workorder to be done.

    Can the DATE DUE be changed to say either Todays Date OR Date S/O Created? Very confusing for our Techs when those to fields come to them with two different dates. Missy

    2 votes

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  5. NEED option for a different Bill Format online for a different rate code

    In California, SB998 and other legislature require we use the number of occupants, lot size, and irrigable area in calculating the customer indoor/outdoor rates. We do NOT use this same formula for non-residential customers. We need anyone logging on to view their bill through the customer portal to be able to see the correct information (simple three tiers for non-res) for THEIR rate code. We have been told this isn't possible. MAKE CUSI MAGIC!

    2 votes

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  6. Change Existing Deposit Code

    We would like to be able to change existing Deposit Codes in the Modify Deposit Master screen. This way if one is selected incorrectly or needs to be changed for one reason or another then it can be changed without refunding it and reapplying it.

    1 vote

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  7. Disallow Payment Methods

    The IVR should honor and disallow payment methods. End users know how to extend shut-off periods, knowing that the IVR allows all payment methods.

    4 votes

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  8. Contacts should have the same "Type" fields as Customers

    Contacts should also have a "Type" similar to the Customer Types "Individual, Profit, Non Profit, Government".

    We need to enter business information as a contact but, are forced not to follow best practices and enter them as an individual with a first name and last name.

    2 votes

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  9. Batch Management Screen shows 0.00 dollars and makes users take extra steps to find correct batch to close

    The "Batch Management" screen shows 0.00 in the Total column. When a user is trying to select their batches to close they need to click on many for that day to find the right one by total. Why have a Total column if it is always 0.00? To us, it makes our job more time consuming and makes 0.00 sense. Could you please put the batch Actual Total in that column?

    3 votes

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  10. CUSTOMER CONTACT LIST

    Please improve the customer contact list so that the location number is included. The contact wizard requires the imported file to be formatted using the account number AND the location number. The customer contact list with tenants checked is the only way to pull a report with the email addresses for the tenants but without the location number included, it's useless in the customer contact wizard.

    3 votes

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  11. contact information "as of" field

    In the phone number field area and the email field area for customers as well as contacts, it would be nice to have an "as of" field where we can log the date the contact information was last updated.

    3 votes

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  12. Backflow Test History

    We would like to be able to see pass/fail tests on disposed backflow devices.

    "If we were audited by the State of Utah and they wanted, for example, 3 years of testing information, any locations with devices that have been “disposed” and replaced would only have the current test on the report, which makes it look like they weren’t tested in the past."

    2 votes

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  13. Manage Broadcasts

    Please consider adding a Date/Time column to the main menu for Manage Broadcasts. You can currently only see the date by looking inside of each broadcast details. It would be easier find campaigns if the dates were in main window, and not just in the details window. It takes extra time to see dig through and find specific items when reviewing broadcast results.

    Submitted on behalf of Chad S. - Hallsdale-Powell Utility District

    3 votes

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  14. Lien Creation

    Can we choose to include Final Accounts in the Lien Creation Delinquency calculation?

    Posted on behalf of Del Oro

    2 votes

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  15. Option for no statement in Communication Preferences

    Some customers do not want to receive a statement at all so it would be helpful to have an option for "no statement" in Communication Preferences. Right now, UMS doesn't allow for there to be no statement option checked.

    1 vote

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  16. One week email notification prior to ACH Autopay Transactions

    We have customers - property managers in particular - who would like to receive an email notification prior to ACH autopayment transactions being applied. Many utilities with autopay features do provide an email notification a week prior to the transaction being applied. This helps our customers to ensure funds are available and prevent declines/fees.

    2 votes

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  17. Code Filter Count & Code Filter Groups

    A total number of code filters selected and the ability to group code filters so that you do not have to select one at a time.

    1 vote

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  18. Add Field to Bill Register

    For the Bill Register under Register Reports can we add a Bills to include field of "Not Marked As Printed."

    2 votes

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  19. Color Coding

    The ability to color code accounts. For example, in our old billing system we would be able to mark attributes for an account and some of those attributes were the color codes. See first picture. Different colors meant different things to us here in the office. For example, we had a specific color for tenants and landlords, so that when we were speaking with a customer and pulled up their account we would see the color block and know that we were speaking with a tenant and wouldn't have to search for that information. See second picture.

    6 votes

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  20. Multi Fixed Item List Report; Limiting

    We want to be able to limit to the specific Multi Fixed Item Code when running the MFI list report. I need to be able to run this report for one or two MFI items and not all of them.

    Posted on behalf of Channel Islands

    2 votes

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