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155 results found

  1. Rate Setup > Prorate Rate Checkbox

    National User Conference 2022: On the Prorate Rate box - add an explanation as to how and when this prorates.

    4 votes

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  2. 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.

    8 votes

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  3. Sewer on and off date options for customers that are considered snowbirds

    Currently we do not have the option to stop and turn on the sewer services for customers that leave for 1 plus months out of the year. They receive a base rate of $23 for having a water meter; but will not be charge for the 10 plus days they were still occupying the house for
    sewer services. By having this ability, it would eliminate human error to remember to turn the services back on.

    2 votes

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  4. 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 votes

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  5. Improve CSV files so that when export consumption data accounts with a high low meter or meter change out are accurate.

    When I am running a Consumption report and there are accounts with either high/low meters or meter change outs and I export the data the CSV file carries both the consumption and charges for those accounts double. This means the report is inaccurate and not able to be used as is. Further you would have no idea that this is happening unless you comb through the report which is not realistic. Please fix this for accurate reporting. You can compare what the accounts should really look like in the pdf version. Use Pennfield School - 110 Sandy Point Ave -…

    3 votes

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  6. 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 votes

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  7. For Service Request Manager, add additional contact fields for more phone numbers w/descriptors

    For the Service Request Manager, add more options for the customer to include more telephone numbers w/descriptors

    3 votes

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  8. For the Service Request Manager, have an option to email a utility employee a request has been made.

    Once a prospective customer fills out a request for service online, have UMS send an email to an employee at the utility.

    2 votes

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  9. Plants/Wells set as wells for gallons pumped and not standard account for gallons billed

    My plants/wells are currently set up as a standard account. My old system accounted for these being wells and treated them as such utilizing the gallons as pumped and not used. It would then put it on a report with the gallons billed to create the percentage and gallons of water loss for the month. As it is, we have to calculate the consumption for the plants and then put it in the operations summary in order to view the percentage of water loss. It would be really nice to have this automated.

    3 votes

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  10. use label Bad Debt in the place of Final

    When someone is place in bad debt the account is still labeled at the top of their account as "Final". There is an icon indicating they are in bad debt but it doesn't jump out at you. It would be great if in the place of "Final" at the top if it would say "Bad Debt" and then if moved out of bad debt that would become "current" again

    7 votes

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  11. Rate Code List Report Enhancement

    Add same limit and code filter options that are available on other reports to the Rate Code List report. Also add date range option so you can filter by the effective date of the rates.

    3 votes

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  12. Customer contact wizard

    It would be nice to have the ability to limit duplicate messages for customers with multiple accounts having the same email/cell phone information in each one. Some sort of filter to send communication to an email address once.

    7 votes

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    1 comment  ·  Admin →
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  13. 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 votes

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    1 comment  ·  Admin →
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  14. Mobile Service Order Notifications

    We'd like the creator of the service order to be notified once a comment has been made on the order (whether they get tagged or not) AND probably more importantly, we'd like the creator to be notified once the service order is marked closed.

    11 votes

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  15. print note button

    It would be very helpful to have a quick print button to print notes placed on a customer account or location.

    4 votes

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