UMS
188 results found
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NEED option for a different Bill Format online for a different rate code
In California, SB998 and other legislature require we use the number of occupants, lot size, and irrigable area in calculating the customer indoor/outdoor rates. We do NOT use this same formula for non-residential customers. We need anyone logging on to view their bill through the customer portal to be able to see the correct information (simple three tiers for non-res) for THEIR rate code. We have been told this isn't possible. MAKE CUSI MAGIC!
1 voteWe need more votes on this request.
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Contacts should have the same "Type" fields as Customers
Contacts should also have a "Type" similar to the Customer Types "Individual, Profit, Non Profit, Government".
We need to enter business information as a contact but, are forced not to follow best practices and enter them as an individual with a first name and last name.
1 voteWe need more votes on this request.
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Past due balance notification on WATER account for TAX account
It would be VERY helpful for UMS to have a notification, or highlighted section in a water account to alert a past due balance on a TAX account.
1 voteWe need more votes on this request.
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Need ability to enter both customer name or account number by default to access customer account
Would like to have the ability to enter both customer name or account number by default to access customer account without having to use the pull down tab to enter by customer name.
10 votesWe need more votes on this request.
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Backflow Test History
We would like to be able to see pass/fail tests on disposed backflow devices.
"If we were audited by the State of Utah and they wanted, for example, 3 years of testing information, any locations with devices that have been “disposed” and replaced would only have the current test on the report, which makes it look like they weren’t tested in the past."
1 voteWe need more votes on this request.
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Customer Tab Active Box
Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.
6 votesWe need more votes on this request.
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Lien Creation
Can we choose to include Final Accounts in the Lien Creation Delinquency calculation?
Posted on behalf of Del Oro
1 voteWe need more votes on this request.
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One week email notification prior to ACH Autopay Transactions
We have customers - property managers in particular - who would like to receive an email notification prior to ACH autopayment transactions being applied. Many utilities with autopay features do provide an email notification a week prior to the transaction being applied. This helps our customers to ensure funds are available and prevent declines/fees.
1 voteWe need more votes on this request.
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Add Field to Bill Register
For the Bill Register under Register Reports can we add a Bills to include field of "Not Marked As Printed."
1 voteWe need more votes on this request.
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Multi Fixed Item List Report; Limiting
We want to be able to limit to the specific Multi Fixed Item Code when running the MFI list report. I need to be able to run this report for one or two MFI items and not all of them.
Posted on behalf of Channel Islands
1 voteWe need more votes on this request.
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character and space count totals
Since the bill form tends to have limited space for a company, location, and/or customer note, it would be nice if those screens included a total entered character and space count on it so we can see what number we are up to while we are working rather than hopping back and forth between UMS and Word or Notepad++ to tally up characters and spaces.
1 voteWe need more votes on this request.
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Batch Management Screen shows 0.00 dollars and makes users take extra steps to find correct batch to close
The "Batch Management" screen shows 0.00 in the Total column. When a user is trying to select their batches to close they need to click on many for that day to find the right one by total. Why have a Total column if it is always 0.00? To us, it makes our job more time consuming and makes 0.00 sense. Could you please put the batch Actual Total in that column?
2 votesWe need more votes on this request.
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CUSTOMER CONTACT LIST
Please improve the customer contact list so that the location number is included. The contact wizard requires the imported file to be formatted using the account number AND the location number. The customer contact list with tenants checked is the only way to pull a report with the email addresses for the tenants but without the location number included, it's useless in the customer contact wizard.
2 votesWe need more votes on this request.
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Customer Contact Wizard for Location Contacts
It would be extremely helpful if the Customer Contact Wizard could pull the contact information for tenants listed under "Location Contacts" so that when we want to send a message to all customers, owners & tenants, we can use this tool. As it is now, it is useless to us.
1 voteWe need more votes on this request.
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Recurring CC & Draft Payment Notifications
It would be nice to have a way to email customers with recurring credit card and draft payments that their payment is are about to be processed.
1 voteWe need more votes on this request.
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Show Test this Rate at the account level or see an option for a breakdown of a charge at the tier level.
CSRs would like to be able to test this rate at the account level.
6 votesWe need more votes on this request.
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on demand autopay with repeat payment lock
so that we can run an autopay file every day and the customers only get drafted once per month based on the date they have selected in their customer web portal.
honestly if a customer wants to set up a weekly autopay draft amount that should be possible too but i'm willing to go for baby steps
1 voteWe need more votes on this request.
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report capabilities help deck
each report has the power to display certain information. there's no location to go and check if a report can display what you're after and it's just not on there right now so you have to open a ticket. a section in help that shows the canned capabilities of each report would be nice. this way when someone asks for an anomaly report we can pick the best option without making and waiting for a ticket. it could be a searchable reports database or something in academy or in ums.
ex show me the reports that include meter serial number
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1 voteWe need more votes on this request.
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use adjustment
the adjustment report doesn't show usage adjustments, only dollar values. if we adjust dollars and gallons it would be beneficial to see both on the posting totals report
2 votesWe need more votes on this request.
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open balance over dollar value
cbsw used to allow us to run an open balance report for accounts over a certain dollar value. i don't see the option anymore so i have to export it and then sort it. too many steps
2 votesWe need more votes on this request.
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