UMS
216 results found
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Be able to change the reading date in mass
It would be helpful under the make corrections to reading dates to be able to change the current date to a future date. We have our reads set to the last day of the month so we have to manually change every current date to the future date. If the date doesn't get changed, our bills don't calculate correctly.
1 voteThank you for your suggestion. We appreciate your engagement and commitment to improving the UMS experience.
After careful consideration, we’ve determined that implementing this change could introduce unintended consequences for other users who rely on the current behavior. Maintaining consistency and stability across our user base is a top priority, and we want to avoid any disruptions that could affect broader usage.
We’ll continue to monitor feedback around this area and explore alternative solutions that could meet your needs without compromising the experience for others. Please don’t hesitate to share any additional context or use cases that might help us revisit this in the future.
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merge customer
Would like to be able to merge duplicate customers, histories, etc. when a duplicate has been created by mistake and noticed too late - history involved.
Thank you so much and God bless!
2 votesThank you for your suggestion regarding the ability to merge duplicate customers and their histories within UMS. We appreciate your engagement and commitment to improving our systems. After careful consideration, we have decided to decline this request due to the significant risks it poses to the financial integrity and auditability of the UMS platform.
UMS is architected to maintain strict data integrity and traceability. Each customer record is tied to specific financial transactions, GL Code Groups, and account histories. Merging these records retroactively could compromise the accuracy of financial reports and violate audit requirements. Financial events such as duplicate payments are handled through import and reversal processes that rely on clear, unaltered transaction histories. A merge tool could obscure these processes, making reconciliation unreliable and potentially non-compliant with internal controls. Best practices in utility billing systems emphasize preventative data governance over retroactive merging. This includes robust onboarding validation, master data…
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UMS Box size adjustment to allow for larger font
I have started adjusting the text size on my computer monitor to reduce eye strain and improve ease of reading. When I make my text larger, UMS entry boxes do not accommodate for the size change and it pushes entry fields outside of the workspace. It would be wonderful for UMS to make entry boxes adjustable in size so that if someone has larger text that pushes a fill in field out of the default space, it can be enlarged to view all entry fields. My example was adding a email to a contact - because of my larger font…
3 votesThank you for submitting your request.
After reviewing the details and replicating all settings locally, we’ve concluded that the issue stems from a local system configuration rather than a software defect. Therefore, it falls outside the scope of our standard enhancement request process.
For further assistance, we recommend reaching out to our technical support team at techsupport@cusi.com, who are best equipped to help with system-specific configurations related to UMS.
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Ability to edit the drop-down list of street names.
Our list of street names under the "Location" tab has become filled with incorrect names over time since it saves the name even if it was in error. It would be nice to have the ability to clean this list up from time to time. I would assume that this would also apply to "Cross Street" category.
1 voteThank you for your suggestion. After reviewing your request, we’ve determined that this is not a system limitation. The necessary updates can be made directly through the Account Control Panel (ACP).
To address the issue, we recommend running or exporting a customer or location list to identify any incorrect street names, then updating those entries within the ACP to ensure accuracy.
If you need any assistance with this process, please don’t hesitate to reach out to our technical support team — they’ll be happy to help.
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Ability to change the phone type without having to delete and re-add the number
Ability to change the phone type without having to delete and re-add the number.
It would be a lot more convenient to be able to modify a phone number type from say home to cell instead of having to delete it and then re-enter it. The way it works not leaves room for error having to delete and then re-add the number just to change the type.16 votesThank you for your suggestion regarding the ability to change the phone type without having to delete and re-add the number. We appreciate your input and understand the convenience this feature could bring.
After careful consideration, we have decided not to implement this enhancement at this time. The current process of deleting and re-adding phone numbers is designed to ensure proper auditing of account changes. This is crucial for maintaining accurate records and accountability, which are essential for the integrity of the UMS system.
While we recognize that the current method may seem inconvenient, it plays a vital role in preventing unauthorized changes and maintaining data accuracy. Ensuring that all modifications are logged helps us track changes effectively and uphold the security of account information.
We are committed to balancing user convenience with the need for robust security measures. Although we are unable to accommodate this specific request, we will…
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Resequence - UNDO button - move this options elsewhere?
Our old system was setup fine - UMS system apparently has a button under the billing process that you can resequence the route. There is no warning about it once you click the button - and my co-worker did this by accident and did not even realize it. Now our route is messed up and accounts are being missed - and old accounts are now in thee route that have no houses. Is there any way to REVERSE this error? or the button to resequence should be moved so it isn't so readily available - maybe under the meter section…
1 voteThis request has been declined.
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Alert for pmts stuck in Gateway - without having to manually look
Until recently, we did not know about having to check the Gateway for "stuck" pmts. It would be nice to get an alert via email that there is an issue with a customer pmt. 2 months went by and a customer said they made a pmt online - but then it was not reflected in her acct. Support helped us locate this pmt. // other ex: was a customer made a pmt and it was taken out twice int he Gateway log - it was disputed by the customer, and even tho we showed 1 was for a water pmt,…
1 voteThis request has been declined.
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Add more than one email to the customer tab
Would like to be able to add more than one email in the customer tab so multiple people in one company can receive e-bills, past due notices etc.
22 votesThank you for your suggestion. Currently, there are no plans to overhaul the customer/contact processes in UMS.
While we understand the need to add more than one email in the customer tab for multiple recipients within a company, implementing this change would require significant system modifications that are not feasible at this time.
Instead, we recommend setting up specific Contact Types for tracking and configuring those additional emails under contacts to receive duplicated copies of notices. Setting up Contact Types to align with your internal processes will ensure you can quickly and easily pull reference reports when needed.
Technical Support can assist with ensuring you have the proper setup for Contact Types and train you to understand the use cases and how to best align duplicate notices to be sent with your current internal procedures.
Please email techsupport@cusi.com to request assistance with Contact Setup.
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Location drop down at a glance screen
under the location drop down, could you add a start and end date for each occupant. It would be helpful to have this information on one screen.
13 votesAfter reviewing your request, we’ve determined that the current functionality aligns with the intended design of UMS. The Location field is a flexible, free-form description field that allows utilities to add context-specific details for easier account identification.
This design provides maximum flexibility for utilities to define what is most useful for their operations, such as:
- “Fountain Meter”
- “On Date: 08/01/2025”
- "Owner/Tenant Service"
- “North Pump Station #XYZ"
Changing this behavior could limit that flexibility and impact existing workflows for other clients.
To help clarify its purpose, we’ve published a knowledge article explaining how to use the Location field effectively: https://cusits.zendesk.com/hc/en-us/articles/40617969339412-Understanding-the-Location-Field-in-UMS-Search
If you have additional questions or need assistance with the Location field, please reach out to techsupport@cusi.com.
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Transfer Individual Charges
Would like to have the ability to transfer individual charges rather than only having the option to transfer an entire balance. It would be cleaner than to have to adjust the charge off one account to then have to perform a miscellaneous charge to another.
32 votesThank you for your suggestion regarding the ability to transfer individual charges between accounts. We understand how this functionality could streamline certain workflows and reduce the need for manual adjustments.
After careful consideration, we are unable to move forward with this enhancement at this time. The primary reason is the complexity introduced by the numerous account-specific identifiers—such as location IDs, rate codes, and other configuration variables—which could vary significantly between accounts. These differences pose a high risk of data inconsistency and misallocation if individual charges were transferred independently of the full account context.
We appreciate your feedback and will continue to explore ways to improve the system while maintaining data integrity and operational reliability. Please don’t hesitate to share any other ideas or needs you encounter.
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Change Existing Deposit Code
We would like to be able to change existing Deposit Codes in the Modify Deposit Master screen. This way if one is selected incorrectly or needs to be changed for one reason or another then it can be changed without refunding it and reapplying it.
1 voteThank you for your suggestion! After further review, we won’t be moving forward with this enhancement due to lack of interest.
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Change Batch Feature back please!
Prior to this last update 2 weeks ago (sept 2024), we were able to change batches. While on my end it didn't change the Payment/transaction date, it would allow changes to the batch and able to post them.
In my time zone 5 pm is your cut off for credit cards. Anything after that time is included in the following day. I think we need the change batch feature back. If it is not included into our bank deposits total, then we should be able to match our posting totals. I could post each individual account to match bank deposits,…
1 voteThis has been declined due to electronic payments not being permitted to have the date altered. Helped the customer individually with reconciliation and she was satisfied with the results.
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Option for no statement in Communication Preferences
Some customers do not want to receive a statement at all so it would be helpful to have an option for "no statement" in Communication Preferences. Right now, UMS doesn't allow for there to be no statement option checked.
1 voteThank you for your suggestion! After further review, we won’t be moving forward with this enhancement due to lack of interest.
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Code Filter Count & Code Filter Groups
A total number of code filters selected and the ability to group code filters so that you do not have to select one at a time.
1 voteThank you for your suggestion! After further review, we won’t be moving forward with this enhancement due to lack of interest.
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Bank account numbers are getting longer and I feel that we need more time to review them before they disappear
Longer Time For Reviewing Bank Acct Numbers
1 voteThis request has been declined. The settings are at the longest they can be to while still maintaining compliance.
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When searching for a customer it would be beneficial to see customer's account balance instead of having to get into customer's account
Show Account Balance When Searching for Customer
1 voteThis request has been declined due to it negatively affecting performance.
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Make address fields the same for customer # and location #
Make address fields the same for customer # and location # . This process is especially difficult during a move in. There are no Unit or Building number fields on the location side do not exist so after a move in it goes to address line 2 and then doesn't show in the customer profile. See examples. This came from an onsite visit I had with Medina.
1 voteThank you for your suggestion! After further review, we won’t be moving forward with this enhancement as it didn’t receive enough votes or interest.
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General Ledger Code Groups
When changes are made in Setup > GL Code Groups or Chart of Accounts can we prompt to update everything in tblledger- all historical ledgers?
1 voteThank you for your suggestion! After further review, we won’t be moving forward with this enhancement as it didn’t receive enough votes or interest.
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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 voteThank you for your suggestion! After further review, we won’t be moving forward with this enhancement as it didn’t receive enough votes or interest.
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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."
2 votesThank you for your suggestion! After further review, we won’t be moving forward with this enhancement due to lack of interest.
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