UMS
192 results found
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multiple autopay options for the customer
A customer should be able to determine if they want weekly, bi-weekly, or monthly autopays drafted either for the full bill amount or partial bill amount. It would work wonders for collections if they had an autopay option that aligned with the customers' needs. Right now we control the draft and the only clean way to do it is to offer once per month. Using location codes is not a clean way to do this. It should be controlled by the customer from the payment portal and less of a manual process on our end.
Ideally a message saying run…
4 votesWe need more votes on this request.
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Being able to print a zip code total after printing delinquency notices
After we print delinquency notices we have to go through and manually count each notice to get the total amount of zip codes that are being sent out to be presorted for the post office.
4 votesWe are looking for votes on this request.
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Reporting Shut Offs by assignment date?
Is it possible to generate a list of customers who’s Account status on the Customer tab on the Account Control Panel is defined as “Shut off.” Additionally, if this report can be generated, can it tell us when the status was changed? The “Date Status Assigned” appears to the right of the dropdown box pertaining to Account status but I was wondering if this could be reproduced in the report I’m looking for.
4 votesWe are looking for votes on this request.
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Bill Register
Bill Register – To generate the account and utility status on the bill register. As mentioned, being able to identify the account and utility status is key when scrutinizing accounts for billing.
4 votesThis request needs more votes.
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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 votesThis request needs more votes.
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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 votesThis request needs more votes.
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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 -
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 votesThis request needs more votes.
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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 -
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 votesPlease vote if this is something you would like to see changed on a future update.
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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 votesWe are waiting for more votes on this request.
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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 votesNeed more votes.
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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 votesNeed more votes.
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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 -
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 votesWe are waiting for more votes on this request.
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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 votesWe are waiting for more votes.
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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 votesThis item is planned for release in version 6.9.
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batch bill correction
presently there's not way to correct a whole bill file batch all at once. ums should be able to do that and also to include a statement account note to print on the new bill. the new bill should have the revised bill date and revised bill due date on it as well.
3 votes -
shut off notice in notes
Copy of shut off notices as issued in the account notes when you post them to the account. should be able to customize the reference box in the transaction history too
3 votes -
contract payoff
more accessible contract payoff balance for a location. right now drilling down is by service and multiple clicks per service. any amortization schedule should include the location's current status on the schedule
3 votes
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