UMS
188 results found
-
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.
2 votes -
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…
4 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.
15 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.
5 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
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.
16 votes -
Customer Contact Wizard - Calls - Leave Voicemails
It would be beneficial for our customer base to have voicemails left of the recorded message template call when contacted through the customer contact wizard during an emergency. Without this, customers are screening calls and missing the messages, or calling us back and increasing our incoming call volume. Either way, they are getting delayed information since the system won't leave a voicemail currently.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
Add Enrollment Date to DRAFT for Checking
Right now you can see the enrollment date when they set up auto pay with a credit card but it does not show the enrollment date they start auto draft from a checking account. This would be helpful to see this without pulling the file to see when they signed up for it.
9 votes -
Manual removal of shutoff status or allow for different threshold customization
We allow our customers to pay their past due bill to avoid shut off, rather than the entire account balance. Their account will show 'shutoff' unless they have a zero balance. This is contradictory to our policy and confusing to customers. I would also like to be able to customize the shutoff notice that is sent, like we can do with our email statements.
1 voteThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
Be able to change the Mail From: section
Be able to add more emails to the Mail From: section to include other shared mailboxes. It would be nice if there was a drop-down where you could select different shared mailboxes (collections, customer service, billing, etc.)
10 votes -
Provide option to add additional emails for a user
Currently only one email can be added to a user in Security Setup, but a CSR may have 2 emails; their individual email and the CSR group email. Having the option to add a second email to a user's Security Setup will allow payment notification to be sent to the second email, which could be their CSR group email.
6 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
meter report scheduled task
i have to export the meter list report in order to update another piece of software manually. i'd like to set up a scehduled task for it, but it is not an option. honestly, all of our regular reporting should be able to be set to be a scheduled task.
4 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
budget billing reconciliation automated report
I would like the budget billing reconciliation report to have an automated option where it sends it to my email as a pdf on the first of each month. Other reports are able to be handled by the scheduled task, I'd like this to be included.
3 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
expiration limitation on UDC
UDC code that can expire. example - no payment plans for a year, apply a no plans udc that expires in a calendar year. they we don't have to manually review reports to put accoutns on and off.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
accomodation request for default font change
the default microsoft font is not accessible friendly. we should be able to select a font that is more accessible for visual imparement needs as well as for neurodivergents or any other accessibility need.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
Normalization of address entries
When users input addresses in UMS, the addresses are sometimes incorrect or incomplete.
Any chance you could implement the normalization of address entries into UMS and UB4?15 votes -
Reminders/ tasks
make them have the ability to "pop out" like notes do when you open UB4. It could either be by individual task date (which would be GREAT!) or just the entire task note. This would help to remind us of important things that might need changed, reviewed, or checked on before billing for example.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
Choose Estimated Read Date
when estimating it would be nice to select your "read date" rather than it automatically be the date you estimated. We don't want to change all the read dates for the billing cycle, just the estimated ones. So i guess if there was a way to limit to estimated reads, in the mass date change, that would work too.
3 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
email template include default subject
Have the email template include a defalts subject line if desired.
7 votes
- Don't see your idea?