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184 results found

  1. Calculate Bills

    Calculate – Bill Process – Allow for a drop-down option or field where we can calculate multiple accounts at a time. Currently for loose bills we can only calculate one account at a time; so being able to have the option to enter multiple accounts, would make the calculation process for loss bills much easier and less time consuming. As seen in the example below, we can manually enter the accounts we want to bill or calculate.

    4 votes

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  2. 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).

    4 votes

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  3. 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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  4. 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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    1 comment  ·  Admin →
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  5. 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?

    4 votes

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  6. Shutoff Process notice description

    An enhancement to the shutoff process to allow users to edit/insert a "reason" or "notice type" description that can be displayed on the Account History tab. We have multiple types of notices but they all show as the same one in the history.

    4 votes

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  7. report type applies to export

    When exporting a report, I would like to be able to apply the report type - Detailed or condensed to the CSV export without having to export the report from the preview screen which then includes data that needs a lot of clean up.

    4 votes

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    1 comment  ·  Admin →
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  8. Charge date in payment detail

    In the payment detail, show what charge date the payment is being applied to. In the detail below, $12 and $37 were applied, a field showing that they are for the 4/12 (or 3/10 or 2/12, whatever) charge would be great.

    4 votes

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  9. Allow any UMS user to access the CWP

    Allow employee's to be able to view the CWP as an Admin and not only a CSR.

    This way I do not have to give Admin access to employee's that really do not need it. They can be set up under their designated role, but also be able to look up batches, e-payments, etc. in the CWP

    4 votes

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    1 comment  ·  Admin →
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  10. generate a NSF letter from transaction in history

    add an option in history tab so when a NSF transaction is highlighted, there is a generate notice option available

    4 votes

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  11. Paying Final Bills through IVR

    We have a customer who has two locations and one account number. The status of one of the accounts is current and the other is final. When they go to pay their final bill on the IVR line, it does not give them the option to do so. If a customer has just a final billed location only, it does allow them to pay it through the IVR system. It only seems to have an issue with customers with multiple accounts. We would like for customers with multiple locations to be able to pay their final balances along with their…

    4 votes

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  12. Saving Preferences on Service Orders

    Each serviceman is assigned specific routes/service order categories. We would like for there to be a way to set preferences to what they see every time when they log in or could "save" filters. They are having to select every route each time they log in and since Routes need to be selected one at a time, it can be frustrating. Thank you!

    4 votes

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  13. Posting Report (from reporting menu) -- allow multiple and range of sessions

    Using the posting report from the reporting menu, it allows you to select by transaction date and session #.

    It would be nice to allow multiple sessions or a range of sessions.

    In the transaction date selection option, you have the ability to enter the time, but it doesn't take the time into account. This would be a nice feature too.

    4 votes

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  14. 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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  15. Allow embedded clickable (linkable) images on Email Message Templates

    Allow embedded clickable (linkable) images on Email Message Templates so that the email will have an image that will redirect when clicked.

    3 votes

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  16. Show Audit for changes on service orders

    Logged on behalf of Tangipahoa Water District

    3 votes

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    1 comment  ·  Admin →
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  17. Toggle On/Off IVR Payments during delinquency process

    We found that in between doing Lien Creation and Lien Write Offs- customers are trying to pay through the IVR Line when they are not supposed to be able to. It would be great if we can get some sort of toggle for the Pay by Phone line so we can turn this configuration off while completing the process. Or even choose to not include recent payments when going through this.

    Posted on behalf of Medina County Sanitary Engineering

    3 votes

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  18. Future Date Read Changes

    Allow for mass future dating. Currently unable to set billing periods (prior/current dates) in masse for a future date.

    3 votes

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  19. Customer Contact Wizard Impovements

    (1.) It would be very helpful to see the service address listed in the Customer Contact Wizard as well customer number. Neither of these are included presently. Location number is there, which is very helpful, but when we need to eliminate groups of customers, we do not have associated service addresses memorized and so cannot tell who to eliminate and keep. Why make extra work when we have this awesome, powerful database with all of this information in it? We do not personally need "Linked Account number," but perhaps others do.
    (2.) Also, it would be great to add the…

    3 votes

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  20. 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 votes

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