UMS
137 results found
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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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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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cusi academy playback speed
1.25 and 1.5 playback speed option
1 voteThis request has been declined due to a limitation of the provider.
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Search screen additions
Would be very user friendly to see.....
- A Balance column added
- Allow the Utility Status column to follow the account progression (such as Current-Past Due etc)
What great quick glance information. Thank you
1 voteWe have researched the possibility of adding a balance column in the past and because of crippling performance when searching, we are unable to add a this to the search results. We will, however, consider adding the utility status in the results on a future update.
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More than 1 email address on an account
We would like to have the ability to add multiple email addresses on a UMS account.
Posted on behalf of Kristy at Loves Park
7 votesThis request has been declined. The work and the edge cases involved would be too significant to complete this request.
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Autopay - Declined Credit Card
When processing autopay, the declined credit card report is only available during the process. It would be helpful if we can the option in reports to pull it again if needed.
1 voteThis request has been declined because we do not store sensitive data and we use tokenization to process recurring credit cards. We encourage users to save a copy of the report when it is initially created.
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Future Date Read Changes
Allow for mass future dating. Currently unable to set billing periods (prior/current dates) in masse for a future date.
4 votesThis request has been declined due to lack of votes.
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Prevent Duplicate Emails on Communication Wizard
Communication wizard – ignoring duplicates:
You can see below an example. Thornwell Home is an orphanage in Clinton SC with multiple buildings on gas. Their email is in each one. These are just a few of them; there are more. As it is, an email to billing@thornwell.org will go out to each one. I can see the duplicate need for e-statements or payment receipts, but to send an email for something else requires a lot of prep work to delete duplicates. As an example, if we wanted to notify this route that work was being done, each account would get…
3 votesThis request has been declined due to lack of votes.
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Add Actual Customer Payment Counts to Pre-Posting Reports
We would like to see total actual customer counts which we are required to report on for daily metrics on tasks that the CSR staff completes. Total number of customer payments accepted is not currently found on Pre-Posting. We need a way for UMS to provide an easy way to determine a total number of payments entered when entering multi-location/account payments for each user. Example take 1 check that applies to 10 rental locations, this is counted as 1 on the Pre-Posting report. We would like to see a total count of Customers accounts that had payments applied to them.
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3 votesThis request has been declined due to lack of votes.
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2023 User Summit-Timestamp on the emails is in 6.9, but they would like to see email.
Timestamp on the emails is in 6.9, but they would like to see email.
5 votesThis request has been declined because this information can be obtained through the mail server sent items.
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2023 User Summit-Refund with no credit balance
This is what she wants: “I wanted to be able to cut a check to them if they did not have a credit balance and did not mean to pay. “ According to Matt, just doing a transaction reversal won’t allow you to do that. There are a number of transactions that have to happen, which is ludicrous, to be able to cut a check back to a customer. If you could AT LEAST get that process for me from them, they can use that in the interim until they find a better way to do that.
2 votesThis request has been declined due to lack of votes.
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2023 User Summit-Performance Issues With Move Outs On Large Accounts
We are trying to use a feature in UMS for a customer having multiple Locations. In this case, it is a home builder. Normally this feature works fine but with this home builder account it currently has 437 locations attached to 1 customer account. When moving out a location from the home builder account it takes minutes for the process to complete. And because of how large the builder is its never just 1 move out. It’s a list that gets given to us every month so possibly scoping a move out wizard that can move out multiple locations tied…
2 votesThis request has been declined due to lack of votes.
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Consumption Charges Based on Meter Usage, Not Total Account Usage
Consumption allowances need to be associated with the meters and not the total usage on the account. If an account has a consumption allowance of 3,000 g, but has 2 meters, it should not now have an overall allowance of 6,000 g. Consumption charges should apply to any usage at each meter that exceeds 3,000 g.
3 votesThis request has been declined due to lack of votes.
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Community Revenue Class Limitations.
On behave of Melissa @ Texarkana.
We would like and option to allow the users to limit to a Revenue Class for a Community. Just like it does for the Routes and Rate codes.2 votesThis request has been declined due to lack of votes.
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add note with attachment to all accounts in a misc. fee batch
When processing shut offs under the Utility Services Tenants Rights Act it is necessary to keep good records. The inability to save a PDF of a complete report attached to the account notes in mass is debilitating.
Example: the certified letters are not recorded as such because they don't run out of UMS as certified letters. We have to sticker and scan those.
I would like to be able to attach that PDF record of scanned letters and envelopes (confirmation of delivery by court standards) to the accounts. Right now that has to be one 1 location at a time.
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2 votesThis request has been declined due to lack of votes.
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Auto Payment Wizard Error Report Re-Print
It would be helpful if the auto payment wizard error report that is generated after you run auto pay to be available in the reporting tab at any given time based on the date auto pay was run. At this time it is only available for a brief moment after you run the process and then disappears once it is closed.
6 votesThis request has been declined because we do not store sensitive data and we use tokenization to process recurring credit cards. We encourage users to save a copy of the report when it is initially created.
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create delinquency - export button next to process button
The "Create Delinquency" window doesn't have an explicit 'Export' button, The only option is to first preview/process the report, then export from there, but that creates an odd "crystal reports" csv file rather than a standard csv file.
.it would be really helpful to be able to export directly to a standard csv file.
3 votesThis request has been declined due to lack of votes.
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Review Calculations
Review Calculations – To add the feature to change the Read End Date and Transaction Date from the review calculations tab. Currently the Calculation Action must be selected first to update the Review Calculations with the Read End and Transaction Date.
2 votesThis request has been declined due to lack of votes.
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