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172 results found

  1. Backflow Test Result Control Panel

    Would like the ability to import a spreadsheet to the backflow test result control panel. We receive numerous tests daily and would like to put them into a spreadsheet and upload it daily vs. entering every backflow test through the control panel.

    2 votes

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  2. Allow options for other echeck or ecredit card payment services, Plaid and Stripe are horrible, especially reconciling Bank Accounts.

    I was informed Plaid or Stripe were our only options for accepting echecks or credit cards. The way the settlements deposit into our bank making monthly reconciliation a nightmare. Deposits made should be based on the batches the payments were made, so batch totals equal deposit totals. This system is an accounting nightmare. Please come up with better vendors for payment processing.

    1 vote

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  3. Please reinstate the ability to view 2nd Party Notifications under the Billing process

    During the Suspension notice process (under Billing>Create Delinquency) we used to see the 2nd Party Notifications that were generated for Contacts with that Communication Preference checked when selecting "Preview Unposted Notice." But now, they can only be viewed by closing that box and going to Reporting >Notices > Shut Off Notice. Once I verify that they 2nd Party Notification notices look okay, I have to close that box and go back and re-populate the Create Delinquency box to go on to Post the notices. This is a major time waster. Please restore the 2nd Party Notifications to be part of…

    1 vote

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  4. Expiration Date for Disallow Payment Methods

    An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.

    1 vote

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  5. Mass Add via Spreadsheet

    The much-vaunted mass-add wizard is now over a year old, and is essentially useless. The data entry is clunky, you have to click multiple times to complete each line, it's barely faster than one-at-a-time entry. The ability to provide a .csv or other spreadsheet listing the information would make this actually good, enabling tab stops so you don't have to stop and click with the mouse in between each cell would at least make it usable.

    1 vote

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  6. Lock Penalties to Billing Dates

    Our Billing process requires that we date bills for specific dates, so if those dates are on a weekend we process the bills on the following work day. The problem we run in to is that this happens infrequently enough that we occasionally have someone forget to change the date when setting up the late fees. It would be helpful if we could have a full billing process where we set the date at the beginning and it will persist through the rest of the process instead of resetting to today's date at each step (generate late fees, post, generate…

    1 vote

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  7. Password protection on Document Edits

    Can we password protect our documents on customer accounts like we do for the autopayment view/edit area so they do not get deleted by mistake.

    1 vote

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  8. Automatically Revert Rate Codes on Move Out/Move In

    For things like Low-Income Discounts, it would be very helpful if UMS would revert to the default, non-discounted rate codes when you move out the customer with the discounted code and moved in a new customer

    1 vote

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  9. Revise Consumption DTL Report

    It would be nice if the layout of the Consumption History DTL report printed from the Usage tab in UMS could be revised. The report reflects a column labeled "Charges," but the Usage tab in UMS breaks the charges down into "Minimum" and "Total Charge" (which really Total Charge is not the total charge, you have to add those two columns together to get the total charge. The Total Charge column is really the usage charge after the minimum.). It would be nice if the report reflected these two columns individually like the Usage tab does (Minimum and Consumption after…

    1 vote

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  10. all batches should automatically close upon posting closeout for the day

    You have to go in and select batches and manually close. When you are in the closeout posting for the daily balancing, and you post transactions, it should close ALL batches within that date range that you have indicated. The fact that you have to post transactions and it closes checks and cash, but not Vanco or credit cards is goofy. It should close all batches.

    2 votes

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  11. More information or custom information on error reports

    Being able to see what customer or location numbers that the meter numbers or other information given (depending on what you're doing) are tied to when an error report is produced would make executing resolutions much more efficient. The current workflow has us stopping to look up meter numbers to determine what account each error is on before being able to resolve the error. Custom error report information, or just more identifiable information would be extremely helpful.

    1 vote

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  12. Payment Screen Card Present box

    In payment screen, need an option to make the Card Present box unchecked as a default. We have to uncheck it every time we take a card payment

    1 vote

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  13. default card present to be unchecked

    In payment screen, need an option to make the Card Present box unchecked as a default. We have to uncheck it every time we take a card payment

    1 vote

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  14. Notifications when payments are made on lien accounts

    UMS Users would like to receive notifications when payments are made on lien accounts; similar to when payments are made shutoff accounts.

    Posted on behalf of Northshore Utility District

    2 votes

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  15. Add payment to mobile application.

    It would be very helpful to show if a members account is paid or not on the mobile application our field crews use. This would be efficient during the times the offices are closed, including weekends, when a member is locked out and they make a payment after hours. Currently, we cannot see the status of an account only their name, address, location number, and phone number(s).

    1 vote

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  16. "Limit to" and "Sort by" enhancement

    Please make the "Limit to" and the "Sort by" options available for all reports.

    2 votes

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  17. Open Balance and Aged Receivable

    Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.

    2 votes

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  18. Include Route on Payment Receipt

    This month we had over 400 customers to disconnect. I was hoping we would have been able to change the Communications email that is sent once a customer makes a payment, to include the Route# that the customer is in. This feature would be so much more helpful than to have to look it up in the system. The email that is currently received only has:

    Payment(s) have been made to the following shutoff account(s):
    Account Location Amount

    I've messaged Tech support and was advised that the format of that email is a base format for all customers and are…

    1 vote

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  19. Have Consistency with Account numbers when pulling reports

    When pulling multiple reports into a CSV file one report will have the leading zeros and another report will not have them. Resulting in a lot of time wasted editing the report to work with it. We would prefer not to have the leading zeros if that is available.

    2 votes

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  20. Max Adjustment Amount

    Add a security option where UMS Users have a max dollar amount adjustment they are allowed to enter.

    1 vote

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