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UMS

143 results found

  1. Meter Change Report

    Meter change report – To allow the meter changeout report to include the old and new meter number and reading. Currently the report only provides the old meter information, so we must pull another report and do a comparison with the account numbers to get the new meter information. Also including the removal reason in the changeout report. Being able to properly track the reason why our meters are being changed is very important, so that we can determine if a specific brand or make of meters should be re-purchased. The option to select the removal is available, but its…

    4 votes

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  2. Posting Field

    Posting Field – Option to manually select/tick the specific accounts that we would like to post transactions for. Occasionally we might not want to post all the billing transaction entered by a specific individual, so being able to select the specific transaction we want to post will make the posting process much easier. As seen in the image below we have the option to post all the transaction or select the specific ones we want to post. To insert a column that will allow the selecting of the specific accounts for posting.

    2 votes

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  3. Adjust Bill

    Include a reference tab when processing “Adjust bill”. This will allow for comments to be entered to clearly specify the reason why we are adjusting a specific charge/month. The feature to enter comments is available when selecting “Adjust”.

    12 votes

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  4. Read Type

    Include a column with the ready type in the usage/consumption tab. Currently each month must be selected to verify which month was an actual or estimated reading.

    2 votes

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  5. Exception Reports

    Inclusion for the account and utility status in all billing exception reports. Including the account and utility status in the exception reports will assist in the scrutinizing process to easily identify disconnected and waiting accounts. As seen in the image below, the account status is included in the exception report.

    2 votes

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  6. Enter Read

    To update the Enter Read with the account and utility status. This will allow us to clearly identify the status of the account, whether it is current or shut-off; and will minimize the scrutinizing process. As seen in the image below, the account status is updated in Enter Read.

    2 votes

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  7. Add the meter number on the main screen where the cycle, route and class are displayed. This will allow for easier access or visibility o

    Add the meter number on the main screen where the cycle, route and class are displayed. This will allow for easier access or visibility of the meter number. Currently we must go the usage tab or manage installation to access the meter number.

    2 votes

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  8. Tax Exempt Certificate Management

    A business customer has a meter with usage and should not be incurring sales tax because they have a tax exemption certificate. These tax exemption certificates have an expiration date. Please add the ability for a customer account to have information regarding tax exemption: active or inactive and the expiration date. We need to send out reminders to those customers when their tax exemption is expiring so we can get their updated certificate. It is also an onboarding step for new business customers to ask for their certificate if they have one.

    1 vote

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  9. Landlords

    When on customer screen and going to landlord tab that needs to be blocked out to where it cant be changed.....etc like address phone number its so easy to change that information when we think we are on customers information.

    3 votes

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  10. Remove old deposits from the Account Control Panel that have been refunded/consumed

    Instead of showing all deposits, have an option to only show deposits that have an amount holding and have the option to show old deposits (maybe something similar to showing removed devices).

    3 votes

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  11. Enrollment in AutoPayment via the IVR

    We would like to have the ability for our customers to enroll in Auto Payment via credit card or ACH via IVR Tech and for this to be part of the normal voice script whenever someone makes a one-time payment via the IVR. This to me would reduce late payments and the expense surrounding them.

    4 votes

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  12. Add the "View History” functionality from Enter Readings (similar to CBSW)

    Add the "View History” functionality from Enter Readings (similar to CBSW) to quickly reference usage history when editing reads.

    13 votes

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    1 comment  ·  Admin →
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  13. Add Arrears Amount in Create Delinquency

    When creating delinquencies it would be nice to have a column with arrears so we can select highest to lowest and have option to send customers with high arrears.

    4 votes

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  14. Rework Disallowed Payment Methods

    We have a customer we would like to disallow online credit card and online check payments for. However, after check marking those methods in the attached screen, the customers is still able to make payments using those payment methods online. It does not keep the customer from being able to make their payment. It only leaves the payment "stuck in Gateway." And then our office either has to refund or import the payment and notify the customer. If the customer attempts to make a disallowed payment, they should receive an error message stating so, and to contact our office.

    2 votes

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  15. Payment Wizard - Manual Entry

    When using Manual Entry to enter the large amount of checks we receive (anywhere from 50- 150 some days), it would save time if the program would automatically load the endorsements to the printer when you click "process" rather than having to go back and individually click "endorse check" next to each entry.

    3 votes

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    1 comment  ·  Admin →
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  16. Integration with ESRI Maps on Mobile Service Orders

    Ability to display an Esri map on Service Orders instead of google maps.

    2 votes

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  17. Service Order Creator

    Advance filter for the Creator to see only the orders they have created for follow up (if they get tagged or not).

    2 votes

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  18. NOTE FIELDS

    In the NOTES Area in UMS we would love to be able to change defaults and to inactivate fields. Examp: Under "Note Used For" Has several choices and would love to be able to create our own drop down menu for things that are important for our company which is JUST WATER. Just having the ability to customize it more would be great.

    4 votes

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  19. Changes to Note Type

    • Currently when you open the note type it auto-populates to “general”.

    Can you make the sort order customizable and hide types that are no longer being used?

    3 votes

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  20. Validate email addresses in real time

    Implementing basic email validation when a customer or employee enters an email address into UMS would be highly beneficial. Numerous methods exist for verifying email addresses, encompassing syntax checks, DNS lookup, SMTP server verification, etc.
    I know some email verification services that offer an API require a subscription, so maybe there could be two levels of validation. One that requires a subscription and one that does a basic SMTP server check (or an equivalent)?

    5 votes

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