UMS
190 results found
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Add Payment Reversals to Customer Payment History Report.
Program Payment Reversal code into this report so I can balance this report to the Payconnex settlement. There is no audit trail, and I must manually adjust and notate it was a reversal. I uploaded an example. I did print a transaction report for Payment Reversal, but it needs to be included in the total on the Customer Payment History Report.
1 vote -
Add to the Customer History Report in UMS all payment reversals. These reversals do not populate to match the payconnex settlement amount.
Program this code into the report.
1 vote -
NFS Set up
I would like to see the NFS set up changed to allow for a reset of NSFs on an account when a milestone is reached, for instance if the account has not had an NSF for the past 2 years of payment history, the account will reset back to the criteria set by the utility.
1 vote -
Backflow Testers
My backflow device tester history is very long. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore or have expired licenses to keep my list shorter an up to date.
1 vote -
Backflow Tester List
My backflow tester list is very long and hard to find people quickly. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore and have long expired licenses to keep my list short and updated.
1 vote -
If Aged Receivables has an option to select unposted payments
This would be great so that if the customers made an unposted payment, they would still show as paid on the AR report.
1 vote -
If account receivables had an Includes button for unposted payments
It would be nice if you added unposted payments to include in the aged receivables options so they don't show as still outstanding when the payment has been made but not posted yet.
1 vote -
Be Able To Look Up Security Deposits By Their Number or Run A Report With Their Numbers.
Make a report that we can run with all open security deposit numbers listed. This would help if we are looking to see if a specific security deposit is still on hold or has been paid out.
1 vote -
Include Mailing Address as a Sort Option for Process Related Reports
Printing Billing Edit List or any other process related reports (delinquency lists, etc.) - Is there anyway that you can add Mailing Address as a sort option. So that my address are in order. Instead of the address and customers printing out of order. example : Starting with 1 and so on and until ending in 966.
1 vote -
Entering Rate updates
When updating new rates, it would be helpful if there was a heading that verified which rate you are working on. If interrupted while keying in the new rates, then CSR has to back all the way out to verify which rate they are working on, and then start over.
1 vote -
Ability to select default payment when batch has multiple payment types
It would be nice to set a default payment type when having a batch that allows multiple payment types. For example, everything is defaulted to cash when taking a payment when all types are allowed, however, the bulk of our workplace payments are by check so it would be nice to have it defaulted to a different option.
5 votes -
merge location numbers
I would like to be able to Merge Locations together. IE: a second location was made for an address by mistake...it wouldbe nice to be able to merge that location into another. Thanks.
1 vote -
open account in UMS from email link
UMS sends an email when a customer signs up for autopay. This is a great feature because we check the account to make sure they are not paying multiple locations by accident.
It would be super awesome if the email we get could include a link to open the corresponding account in UMS.
1 vote -
Filter Receivables by Age
We would like to be able to filter our AR report by age. For example, being able to pull a report of customers only 30-60 days overdue. Currently, the only way to do that is to export the AR report to Excel. If you choose 60 days in UMS, it groups everyone by 1-60 days.
1 vote -
error report after importing data from Fiserv
error report after importing data from Fiserv needs to include address.
1 vote -
Enhanced Portal Display/Reporting for Customer Service
The issue is that customers on the cutoff list are not paying the full $30 fee ($15 for disconnection and $15 for reconnection). The current portal does not clearly display this information, making it difficult for customer service to verify payments accurately.
When a customer pays only their past-due bill without including the required $30 fee, their service will not be reconnected, leading to their frustration. Our customer service team currently searches for these customers using a report that is limited and informs customers of the outstanding $30 fee, but this process is inefficient. A clearer, more streamlined solution is…
3 votes -
Omnisearch Default Setting
In The UB4 software, OmniSearch. Since we do searches primarily by customer number, and not a general search option, I suggest that the Customer Number be the first thing to look for as a default setting. But it seems a general search is default and when you enter a cu8stomer number to search for, you have to select CustomerNumber, and you have to do that for every number you search for. I think the search options should be selectable by the client in client settings. Can we make this happen?
2 votes -
hide the zeros at the front of customer account number in the customer email they receive
The customer is confused about what their account number is when they see all the zeros in front of their account number in the email.
7 votes -
IVR
We would like the IVR to confirm the customers address after entering their account numbers. Example: acct# 2356 for the IVR to say you are paying the bill for 123 Barndoor Rd. is this correct? We have customers paying the wrong accounts. all the time because they do not know the correct account number.
6 votes -
Include option to add name of sender on ebills
We would like the ability to change the name of the sender when send out e-bills. The email address we use for our billing is csr@(company name) and the sender shows up as csr when someone receives an e-bill. It would be nice if we could change that to our company name so the recipient could tell at a glance who the email is coming from. We have some customers stating they didn't receive our bill and upon further inspection they find that they did receive it and didn't realize it was from us.
2 votes
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