UMS
68 results found
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Print Auto Pay Statements Separately
We would like to be able to print statements for Auto Pay customers (or credit/zero balance customers) separately, so we can send those bills without return envelopes. Currently, you can exclude those types from your bill run, but you cannot then run them separately.
10 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Prepare Meter Reads > Limit Options > Select All Option
National User Conference 2022: Add a select all option on limit options for route and cycle.
2 votesThis feature is available in UMS Version 6.10 which will be announced when we have a concrete release date.
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RCC/ACH Removal After Final Bill Payment Processed
National User Conference 2022: Need an option to remove RCC/ACH information AFTER the payment for the final bill is processed.
9 votesWe had to compromise and now added the ability to remove expired recurring credit cards while limiting to only final billed accounts, which is available in UMS version 6.10. We will look into possibly removing ACH information for final billed customers at a later date.
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Consumption History Top 10 Users
National User Conference Request: Need the ability to run the Consumption History report and pull the top 10 users for the period. This should be the overall top 10 users (sum of the time period) and not per billing.
15 votesThis Uservoice request has been completed and is available in UMS version 6.9.
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Filter by autopayment customer
We would like to be able to send email notifications to our autopay customers . To do that we need to filter out customers who autopay. Being able to filter by credit card or bank would be a plus.
4 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Service Orders: Automatically select the Meter
Creating based on User Conference feedback:
When creating a service order, and the location has a meter associated with it, we would like to see the Meter automatically selected instead of having to manually do it on every service order. As part of our business process, we always select the meter on every service order. It would save time and generate efficiency.
23 votesThe request to automatically select the meter when creating a service order on a metered service has been completed and is available in UMS Version 6.9.
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Location ID Sort in Billing
During billing, you can't sort the Meter Exceptions by Location ID order. I would have to export report and sort, then disseminate to field for rereads. Instead, I am running them from Reporting Tab, Meter Exceptions. Logically, everything you need for billings, should be accessible through the billing tab. Trying to explain why we use the dates we do for the UNREAD list in Reporting = a 'does not compute Will Robinson' issue. Thank you
1 voteThe ability to sort the meter exceptions report by location number has been added to UMS version 6.9.
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Prepare Meter Reads > Manual Meter Reads
Billing > Meter Reads > Prepare Meter Reads > Manual Meter Reads
Need the ability to print in usage order from high to low usage.
Submitted on behalf of the 2022 National User Conference
2 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Draft information change/editing audit tracking
When "editing" the existing auto payment record on a customer account, if you leave the auto field as bank account and just change the bank routing or account number, this change does not show in the audit tab. For auditing purposes, it would be beneficial if all changes showed.
5 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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correction reads
when you make a correction with the read for a meter. you do not see the corrected read as the previous read, you see the incorrect read. how can we fix this
2 votesDiscussed with the customer and determined to be a non-issue.
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change on invoice
An invoice is sent to the customer, but if a payment is made to the account the invoice changes. The original invoice should not change because of payment to the account.
2 votesSpoke with the customer and determined that the issue was not related to the invoice changing due to a payment and determined to be a non-issue.
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Payment Screen: Expand Reference Field to Allow More than 26 Characters
In the payment screen, the by reference space is limited (an enhancement request)and is currently set to 26 characters. Could it be increased?
3 votesThis request has been completed and is available in UMS version 6.9.
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Error hint in Manual payments - Location column
When you have a customer who has a final address and a current address under the same customer number, the system does not notify you to enter the location number while imputing manual payments. It will automatically apply to the final account which has caused a headache with billing errors.
It would be nice if it gave the little red exclamation mark like it does for final accounts when you try to put in a greater payment then due or if it would pull up the locations so you could pick the correct one.
6 votesThis item has been resolved on an updated version. If you still encounter any issues with this, please reach out to us and let us know.
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Date selection for usage chart print
The Print Chart function in the usage tab in UMS only prints the last 12 months. Often times when customers are questioning their bill, we compare their usage with the prior year and maybe even 2 years prior. It would be nice to select the dates for the usage print chart, going back up to 3 years
3 votesThank you for your feedback, but this item is being denied due to lack of votes at this time.
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Click on specific category in "Active Service Orders by Category"
Our servicemen are using mobile service orders in the field and would like to be able to click on a specific service order category instead of needing to scroll through every single open work order. We do multiple Repair Radio Read service orders every month and sometimes they are not able to get to them until a month or two down the road. Not being able to click on that specific category can be frustrating.
1 voteThese filters have been added in version 6.7. Please reach out to techsupport@cusi.com to schedule an upgrade and have them go over the new MSO filters. Thank you,
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In CWP customers would like date option to schedule a onetime credit/debit card payment in advance
Customers would like the option to schedule a date for a onetime credit/debit card payment to process in their CWP.
2 votesWill add to CWP 3.0 enhancement list for 2023.
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Web Portal
A lot of times our website goes into maintenance mode for which customer service is working on and i have to physically schedule it to keep it out of maintenance mode during certain hours. It would be GREAT if there was an option to click repeat daily on it. That way on the weekends my customers don't get frustrated when it's in maintenance mode for 48 hours
1 voteThere is an option that we can turn on in your portal to prevent this. I have logged a tech support ticket for someone to reach out.
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UNLOCK WEB PORTAL CUSTOMERS
When a customer gets lock out through the Web Portal, we should have the ability to unlock that customer and force a password change instead of having to have the customer wait for the timer in the back ground (that we can't see).
1 voteYou should have the ability to unlock and re-set passwords. Please email techsupport@cusi.com to log a ticket and someone can walk you through this process. Thank you.
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Schedule password changes
In the scope of better security, I think it would be great to have the ability to schedule password changes for users after so many days (set by an administrator) instead of having to manually choose and force users to update their passwords.
1 voteThis is actually an option already available in UMS.
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A HOLD DATE
Be able to set a "hold date" which would keep a new customer from doing their first bill until after that date has passed.
1 vote
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