UMS
170 results found
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Recurring CC & Draft Payment Notifications
It would be nice to have a way to email customers with recurring credit card and draft payments that their payment is are about to be processed.
2 votesWe need more votes on this request.
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The Ability To Customize The Spacing In Ebill Configuration
Need the ability to customize the ebill spacing in ebill configuration. For example have the ability to change the spacing from single space to double space if need be.
1 vote -
General Ledger Code Groups
When changes are made in Setup > GL Code Groups or Chart of Accounts can we prompt to update everything in tblledger- all historical ledgers?
1 voteWe need more votes on this request.
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use adjustment
the adjustment report doesn't show usage adjustments, only dollar values. if we adjust dollars and gallons it would be beneficial to see both on the posting totals report
2 votesWe need more votes on this request.
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open balance over dollar value
cbsw used to allow us to run an open balance report for accounts over a certain dollar value. i don't see the option anymore so i have to export it and then sort it. too many steps
2 votesWe need more votes on this request.
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enhance elements integrations
ex. import elements phone log data into ums notes
ex. elements service order completion notes import into UMS
2 votesWe need more votes on this request.
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font
adjust font or kerning so the letters are not so close together
2 votesWe need more votes on this request.
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owner as contact
an owner in the owner tab with contact preferences set should trigger copies of bills and notices as listed.
Or at least a one button activation of the owner's information into the Contacts tab.
2 votesWe need more votes on this request.
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2023 User Summit-Payment arrangements-show amount owed
It would be helpful to show a running total of how much is owed for each month of the payment agreement. And if a customer pays partial, how much is left to pay.
11 votes -
Ebill Template
Need a field for the current charge amount only. Requested by Si Energy
2 votesWe need more votes on this request.
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Reporting for billing adjustments
I would like to see better reporting for billing adjustments. Instead of running a transaction list to filter the adjustment type that will then require looking at each individual transaction or account to determine the reason for the adjustment, it would be good to see this reason on the transaction list report.
3 votesWe need more votes on this request.
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2023 User Summit-account history
Saving history on an address when name and address is changed.
audit on name & address fields visible in the UI. and/or be able to reprint statements with the original "customer info" (name & address) at the time the statement was created.10 votes -
Past due balance notification on WATER account for TAX account
It would be VERY helpful for UMS to have a notification, or highlighted section in a water account to alert a past due balance on a TAX account.
1 voteWe need more votes on this request.
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On the account control panel under location, it would be helpful if you could add a from and to date column for each owner or tenant
add a column that shows from and to date, which would show the deration of time each owner, tenant occupied the location
2 votesWe need more votes on this request.
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Last 4 of Card Number
We would like to be able to see the last 4 of the card number on the Autopayment tab.
Posted on behalf of Kristy at Loves Park
4 votesWe need more votes on this request.
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Robo Calls going to more than one telephone number, have more than one primary telephone number.
We would like to be able to have more than one primary telephone number on an account to send Robo Calls to.
Posted on behalf of Kristy at Loves Park
4 votesWe need more votes on this request.
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Customer Contact Wizard Impovements
(1.) It would be very helpful to see the service address listed in the Customer Contact Wizard as well customer number. Neither of these are included presently. Location number is there, which is very helpful, but when we need to eliminate groups of customers, we do not have associated service addresses memorized and so cannot tell who to eliminate and keep. Why make extra work when we have this awesome, powerful database with all of this information in it? We do not personally need "Linked Account number," but perhaps others do.
(2.) Also, it would be great to add the…6 votesWe need more votes on this request.
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Toggle On/Off IVR Payments during delinquency process
We found that in between doing Lien Creation and Lien Write Offs- customers are trying to pay through the IVR Line when they are not supposed to be able to. It would be great if we can get some sort of toggle for the Pay by Phone line so we can turn this configuration off while completing the process. Or even choose to not include recent payments when going through this.
Posted on behalf of Medina County Sanitary Engineering
3 votesWe need more votes on this request.
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2023 User Summit-Limit dates on expiring credit cards
- Limit dates on expiring credit cards:
I started it running with these parameters. It took 3 minutes to run and returned the first screen below here:(pic 1)
You can see the first line expired in October 2021, the others in 2022. There are 84 entries, of which only 16 expire in November 2023. To unselect one requires 2 clicks on the check box; one to select the box, another to uncheck it. It would be great if the report only returned the ones that actually expire in November 2023 and ignore the prior months.(PIC 2)
9 votes -
2023 User Summit-Code Filters
Rate Code List - As for the code filters the only thing I was mentioning as of now is that in Code filters on the Services and Rates tab, you can only Add services and rates. You can't Include or Exclude like you can on other tabs for Customer and Locations.
7 votesWe need more votes on this request.
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