UMS
184 results found
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schedule enable/disable scheduled ach
Be able to schedule an enable or disable for scheduled ACH. Background: I'm going away and there will not be anyone to process them, so we don't want the customers to have access during that time.
1 vote -
Error report - Meter reads
This error report is useless. We cannot research the errors and fix them before billing if we do not have an account number. The record number means nothing. We need more information on this report.
1 vote -
Exclusions on Shut Off Notices
Need ability to exclude customers that already have an active shut off notice when processing shut offs for a specific route instead of going into each account on the report to see they already have one still active.
1 vote -
Electronic ACH
Allowing Merchant Services to pull ACH Draft like they already do for credit cards that are on auto draft. Instead of having to create a NACHA File. This would help with any human error and human interceptions.
1 vote -
Balances stays with account number instead of address.
It would save a lot of time if the balance would stay with the account numbers and not addresses. Right now we have a lot of landlords that has lots of addresses. They have a deposit that they can bounce to other addresses when needed. So we are having to click on each address that has been attached before to see if it has a balance or not. Would be alot easier if it would just stay to the account number that way when we type in the account number for that landlord it would pull up all the bills…
1 vote -
Bold Notes
It would be great to be able to bold or highlight text in the note section!
8 votes -
autopay information - Bank draft
2 different account numbers using the same bank account information. Wants to be able to edit 1 customers bank information without editing the other customers bank information.
Basically what happened is that 1 customer, with 2 customer numbers using the same bank draft information get linked and when 1 changes it changes the other one. They want this to be separate so that it doesn't do that.
3 votes -
Autopay Fixed Amount Improvements
An autopay option that will allow a fixed amount, but would also allow the entire balance to be drafted if the bill is higher than the fixed amount.
Our customer has her draft set up with a fixed amount of $75, but since it was less than the bill amount, it only drafted the $75.
She likes to keep a credit on her account, and her balance is typically lower, but due to the lower temperatures we had in this billing period and the fuel adjustment cost, her bill was almost $200.
She didn't realize that, with her autopay set…
1 vote -
Autopay filter
I know that an autopay checkbox has been added in Statements, but it would be great to have a limit option or checkbox in the Customer Contact Wizard to be able to pinpoint those customers for communications.
2 votes -
Report Criteria
Please, please add the same limitation criteria for all reports within UB4, this is a very important tool for us that we cannot use for all of our reports. It would also be helpful to have date selections on all reports. Also, it would be helpful to have better sorting of report information too. If we sort by customer name, location number, etc. our reports are all over the place!
1 vote -
Viewing Financial Status + Utility Status in Customer Search Screen
It would be extremely helpful to see the financial status (past-due, shut off) in addition to the utility status when using customer search option. This would be most helpful for accounts that have multiple (20+) locations.
2 votes -
Change sign up for SMS
We are having trouble getting people to sign up for text/SMS because it requires them to login to their account online and then change their preferences. It would be nice if we could send them like a link via email that they could click on to approve signing up for texts. Or a simple entry on our website, much like when you sign up to receive a coupon code on a retail website that you just enter your phone number and it sends you a text that you have to reply "Yes" to. The way it is setup just doesn't…
3 votes -
Break Out Delinquencies in Communication Preferences
Our organization currently utilizes the system’s Communication Preferences functionality to manage automated notifications related to customer delinquencies. At present, the system defaults all delinquency-related notifications to a single, unified communication preference setting, which is robocall. This creates challenges when we attempt to tailor communications based on the stage or severity of the delinquency.
Current Process: We run penalties and send out corresponding penalty notices.
Separately, we process shutoff actions for accounts that have escalated beyond the penalty phase.
The system’s default robocall configuration applies uniformly to all delinquency stages, without allowing differentiation between penalty communications and shutoff communications.Business Need::…
3 votes -
Deposit Register Sort Order
It would be beneficial to have a "charge date" sort order option. We would like to review the oldest deposits on file to ensure security deposit refund accuracy. Thank you
Posted on the behalf of The City of Shelby Utilities
2 votes -
Sort bills from highest to lowest.
We need to be able to review and sort bills from highest to lowest as a whole and not just per page. Since the last update, having to go page by page is too time consuming.
1 vote -
Automated E-Billing & Autopay Incentive Feature
This proposal requests the development of a new, touchless software feature designed to automatically reward customers who enroll in both E-Billing (paperless) and Autopay.
By creating a method for zero staff touchpoints we would be able to maximize the cost savings to our customers and provide a larger incentive (statement credit). That proivdes us the opportunity for boosting customer loyalty to our most efficient customers.
The feaure would have 3 steps;
1. Capture ebill (no paper) customers' company number, account number, and location number (the requirements of a mass add/mass adjustment),When the autopay file is generated any matching sequences…
3 votes -
Customer name on GL report
I would like to be able to see customer name on the Enhanced and General Ledger Reports. As our auditors do test work, it would make things simpler.
2 votes -
Need to develop an APP for customers, so they can fully manage their account from their phone.
App Should be a direct link to their account with the same access they have on a desktop.
10 votes -
disallowed payments by location and/or customer instead of just customer with expiration
Function for disallowed payments by location instead of by customer (or if we could do customer and/or location). For example a landlord has mulitple locations, but only one location is not allowed to pay by check. Also an expriation date for each disallowed payment type.
3 votes -
Create Owner/Renter Report
There are no "RENTAL" reports in UMS that reflect both the renter and owner information. Specifically, we want a report that shows the information in the "Owner" tab of UMS, and the corresponding renter information:
- Renter customer number
- Renter name
- Renter mailing address
- Owner customer number
- Owner name
- Owner mailing address
- Location number
- Location address
See the attached.
14 votes
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