UMS
192 results found
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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 votesWe are looking for votes on this request.
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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.
2 votesWe are looking for votes on this request.
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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 votesWe are looking for votes on this request.
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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 votesWe need more votes on this request.
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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.
2 votesWe need more votes on this request.
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Usage Notifications -Daily Meter Reads (AMI Customers)
For customers using AMI with the ability to utilize UMS/UB4 daily meter reads. The following notifications via email, text, sms are needed.
Daily Usage Alerts (Alert when a meter us using more than a given amount in a day) with a user-defined “Alert me when usage exceeds the amount.”
Multi-Day Alert (Monitor meter usage over 7 days) with a user-defined “Alert me when usage exceeds.”
Billy Cycle Usage Alert (monitor 30-day usage) with a user-defined “Alert me when usage exceeds.”
Customers need the ability to set these alerts from CWP, but they should also be part of UMS/UB4 communication preferences.
6 votes -
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 votes -
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 votesPlease vote if this is something you would like to see changed on a future update.
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3 votes
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Shutoff Process notice description
An enhancement to the shutoff process to allow users to edit/insert a "reason" or "notice type" description that can be displayed on the Account History tab. We have multiple types of notices but they all show as the same one in the history.
4 votes -
Rework Disallowed Payment Methods
We have a customer we would like to disallow online credit card and online check payments for. However, after check marking those methods in the attached screen, the customers is still able to make payments using those payment methods online. It does not keep the customer from being able to make their payment. It only leaves the payment "stuck in Gateway." And then our office either has to refund or import the payment and notify the customer. If the customer attempts to make a disallowed payment, they should receive an error message stating so, and to contact our office.
2 votesThis feature is planned and will be on a future release.
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Integration with ESRI Maps on Mobile Service Orders
Ability to display an Esri map on Service Orders instead of google maps.
2 votesWe are looking for votes on this request.
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Service Order Creator
Advance filter for the Creator to see only the orders they have created for follow up (if they get tagged or not).
2 votesWe are looking for votes on this request.
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Miscellaneous Statement for Specific Transaction Type
Please allow for the mass creation of Miscellaneous Statements limited to a specific transaction type or code.
For example, we add a Reconnect Fee after a customer has been disconnected and then service restored and that fee is due in the future. Currently, I have to run the Miscellaneous Statement process in each individual account to apply the Due Date so it does not potentially get captured in other processes that have a Due Date added.
If I could filter by code, that would be much more efficient!
2 votes -
Charge date in payment detail
In the payment detail, show what charge date the payment is being applied to. In the detail below, $12 and $37 were applied, a field showing that they are for the 4/12 (or 3/10 or 2/12, whatever) charge would be great.
4 votesWe are waiting for more votes on this request.
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Missing/Inactive Services
Allow the missing service list to include inactive services, not just missing. We bill gas and I would like to run a report to find if any customers that did not get a fuel charge with the gas charge.
5 votes -
Adding a next work order button
Adding an advance forward or previous work order button to the edit service order page. When you click on a service order to view it, you might have considered a different work order; instead of going back to the main page, the back or forward arrow will allow seeing the subsequent service order. This will benefit the field crew or workers as well.
3 votesWe need more votes on this request.
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Tax Exempt Certificate Management
A business customer has a meter with usage and should not be incurring sales tax because they have a tax exemption certificate. These tax exemption certificates have an expiration date. Please add the ability for a customer account to have information regarding tax exemption: active or inactive and the expiration date. We need to send out reminders to those customers when their tax exemption is expiring so we can get their updated certificate. It is also an onboarding step for new business customers to ask for their certificate if they have one.
1 voteThis request needs more votes.
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Automatic Website Maintenance Mode
We would like to be able to have our website go into maintenance mode every evening 15 before and after our batches settles. This would help immensely with reconciliation and customers who pay right when our batches close.We know there is a way to manually do it every single day, but we would like for it to be automatic.
5 votesWe need more votes on this request for this to be considered.
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AND statement on UDC reporting
The ability to turn the code filter option to an AND statement instead of an OR statement when reporting on multiple UDC codes.
Example: Pull customers who have an UDC code of "Well" AND " Multiple Meters"
ZD 76758
10 votesWe are reviewing this request. Please be sure to vote if this is important to you.
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