UMS
190 results found
-
Allow more time to view Auto Payment account information
Need option to allow more time to view Auto Payment account information. Currently when reviewing bank account information, it times out and then you are required to re-login to access the information again.
1 vote -
Implement 2 templates for configure e-bill statements in Setup
Currently there is only 1 message template option in Configure e-bill statement in Setup. This means that there is only one message that will be sent out at any time when sending a statement via email, which means that it is either a message for a Current Bill or for a Final bill depending on what is inputed in the Setup. In the real world, multiple people are working on the system at any one time resulting in Final and Current bills being emailed concurrently. As such, this is a suggestion to have 2 templates, so that the party sending…
1 vote -
Total on draft/ autopayment report please
I printed this report for the first time to verify the nacha file i made was correct. would be much easier to verify if this report showed a total.
1 vote -
Archive Communication Notifications (Under Manage Notifications)
Need a button to Archive Older, Sent Communications - So they aren't showing on the screen anymore.
3 votes -
Have all reports display the Account number the same way
When pulling multiple reports, some display account numbers with leading zeros, while others omit them. This inconsistency creates an additional step when using Excel to combine or compare data across reports. Either format would be acceptable, provided the account numbers are displayed consistently in all reports.
1 vote -
Disallow Recurring Credit Card
There should be an option under disallowed payment methods that allows for recurring credit card to be taken away. They can continue to make one time payment with credit card but no recurring credit card.
6 votes -
Hide disabled users in UMS security
Our number of disabled (inactive) users now exceed our number of active users in UMS. Requesting the ability to hide disabled users in the setup > security screen (just like we can hide web users) so we can better manage our active users.
4 votes -
Prorate both old and new rates for FINAL billing
Currently, when producing a FINAL bill after a rate change, the system is set up to bill for a full period at the old rate and a prorated amount at the new rate. This results in overcharging. The system needs to be set so that both old and new rates are prorated after a rate change. This is a major flaw in the system.
I AM ASKING ALL USERS TO PLEASE VOTE FOR THIS CHANGE. WITHOUT A MASSIVE RESPONSE TO THIS POST THE DEVELOPERS WILL NOT CONSIDER CORRECTING THIS FLAW4 votes -
Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in
Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in UMS, and vice-versa?
1 vote -
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.
5 votes -
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.
2 votes -
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.
2 votes -
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…
2 votes -
Bold Notes
It would be great to be able to bold or highlight text in the note section!
13 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.
7 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…
2 votes -
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.
3 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
- Don't see your idea?