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UMS

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  1. Suppress Early Pay Discounts on Final Bills

    We do not allow any discounts for early payment on Final Bills. This means we presently have to manually adjust each Final Account after the bill is paid. It would be great if UMS could simply not enter a discounted amount for Final Bills.

    1 vote

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  2. PAY BY TEXT

    Our old system allowed users to receive their statements via text and then they could respond to the text message and pay their bill immediately rather than just receiving the statements by text as a reminder. We have had several of our users request this function out of CUSI because that is how they were used to paying their bill and it was super easy to use once it was setup.

    1 vote

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  3. CWP: payment(s)/ user fees

    CWP: Customer option to pay all/some of their accounts at one time, and NOT pay a separate user fee for their multiple accounts.

    1 vote

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  4. 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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  5. Payment Email on Save

    Payment Batch Setup > Email on Save. From the Payment Screen, it would immediately send an email recipient to the email on file. If no email is on file, a box will pop up for the utility to enter the email address. There would also be a checkbox option for the utility CSR that reads save to customer account. UMS would then update the customer account with this email address. Currently, UMS presents an email option from the payment form, but if the batch is set to Print on Save UMS attempts to print first.

    1 vote

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  6. Service Order Control Panel

    Provide a way to delete open service orders in mass vs. one by one.

    1 vote

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  7. IVR Voice

    We would like to suggest having the ability to select an alternate voice for the IVR system. We find that a lot of our customer will not listen to a ROBO call. If we could have a voice that sounded like an actual person, they would be more apt to listen to the recorded message.

    8 votes

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  8. 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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  9. Communication for accounts with multi locations

    If a single customer is billed for multiple locations and they are set up for IVR/SMS notifications, UMS will send a test/call notification for each billed location instead just calling/messaging once for that customer. We want an option to disable and send only one notification.

    1 vote

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  10. IVR calling all numbers instead of only primary

    When running an IVR (ie: shutoff list) it will only call the primary tele #. Please make it call all numbers listed. I know there is an option out there on another function now. Not sure why it's not an option on any IVR. Thank you.

    1 vote

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  11. 6.10 update - usage history button

    What a treat viewing usage history on the enter readings screen, very helpful. Any chance you could enhance this more by modifying into the very same usage tab that's on the Account Control Panel? How great it would be to regroup every detail.

    Thank you for your consideration,
    Terri

    5 votes

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  12. Make address fields the same for customer # and location #

    Make address fields the same for customer # and location # . This process is especially difficult during a move in. There are no Unit or Building number fields on the location side do not exist so after a move in it goes to address line 2 and then doesn't show in the customer profile. See examples. This came from an onsite visit I had with Medina.

    1 vote

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  13. 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

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  14. 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 vote

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  15. 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

    1 vote

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  16. 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!

    1 vote

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  17. 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.

    1 vote

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  18. 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 vote

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  19. Need ability to enter both customer name or account number by default to access customer account

    Would like to have the ability to enter both customer name or account number by default to access customer account without having to use the pull down tab to enter by customer name.

    2 votes

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  20. 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."

    1 vote

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