UMS
68 results found
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Payment Arrangements on the Bill Form
The system not recognize an installment that was due the previous bill as a past due amount. Unfortunately, it doesn't appear that there is a good way to pull past-due payment arrangement installments onto the bill form for the Previous Unpaid Balance field. Because the standard fields pull outstanding installments into a lump sum, there's not an easy or clean way to separate a current installment from an older installment(s). Attempts to separate the amounts would require custom math to get a past-due figure, which would add complexity to the bill form and could produce incorrect numbers in some situations.…
2 votesThis has been updated.
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Click Through Accounts By Sequence Order
It would be super beneficial to be able to sift through the accounts by sequence order. For example, if I am in account #618 I would like to check a box that says sequence order so when I press the next or previous arrow it takes me to the one in reading sequence order.
1 voteThis is already an option by going to Setup > Customize Account Control Panel and slide the 'Sort by Route Read Sequence' over to the assigned side and save. Please reach out to our support staff if you need assistance.
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Lock on Location
When a meter is locked, but the service is still active, we would like for that to be notated with a locking symbol (or something similar) on the location. Maybe a box near the rental box on the location details tab that would make the lock appear? Example of what we are looking for is attached!
1 voteDiscussed with the customer about adding an account status of 'Locked' with a 'Lock' Icon. She said that should accommodate her needs.
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Include the "Use Minimum" and "Use Allowance" boxes during changeout process
During the meter/register change out process, have the "Use Allowance" and "Use Minimum" from the Utilization tab to avoid the double charge to the customer.
1 voteUpon research with the implementation manager, this really is a non-issue as long as the outgoing meter is marked as 'changed out' and not just 'removed' when doing the change out process. If the meter is just 'removed' and another meter installed, the account will charge two minimums after the 'removal' where as a 'changed out' meter will ignore the 'Use Minimum' and 'Use Allowance' checkboxes.
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Customer address changes
Can you add "Current Occupant" to the contacts to include when running Location Contact list? I need to send information to the location address, doesn't matter who's occupying the residence.
1 voteDiscussed a workaround for the customer to get what is needed for this request.
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discount for ebill and or draft customers
We would like to incentivize autopay and e-bill by the option of one time or per-billing cycle discount (or credit).
1 voteThis functionality already exists (rebates) within the UMS software that should accommodate your request. Please feel free to reach out to our technical support group for assistance in setting that up.
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Printed/Saved Service Orders - Transmitter Numbers Showing as Meter Numbers
Currently, there is a line on the service order that describes the meter info + transmitter number as well as an additional line that relists the transmitter number but shows it as meter number and the transmitter number. This duplicate information and confusing. We would love to see it go back to only one line item listing both the meter and transmitter OR it being listed in a more clear manner.
1 voteCUSI set up a custom service order form to suppress the transmitter information when printing. This work item is considered complete since there are no other votes on this request.
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Automatic Estimated Read Note
It would be nice to be able post an automatic bill note when an estimated read is entered. Or option to Add bill note when processing estimated read.
1 voteThe ability to add a general note when a read is estimated to a bill already exists. I will have our technical support staff reach out to you to get this enabled.
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Payment Received Notification
Especially in the case of shut offs that are a promise to pay, it would be super helpful if UMS had a message pop up or an email go out to staff that a payment was posted to that account. Maybe by customer code that we turn on manually for a customer we want to watch for payments on. This would be helpful for when our team is out for shut off and someone comes out and says wait I'll go online and pay right now and the team moves on to save them for last. If we got a…
1 voteThis is currently an option in Setup > Company > Communication Options > Notify Users When Shutoff Account Becomes Current. Please reach out to us if you need help setting this up or have any questions.
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Auto payment date
When a customer signs up for Auto Payment, it would be nice if UMS would show us in their account what date we entered them as an auto pay customer. We have many customers calling asking when they signed up and we can't tell them. It would also be nice when they claim they were on draft and it didn't pull their payment, but we suspect they signed up after the drafts were pulled.
1 voteThis functionality already exists by enabling the audit tab on the control panel through Setup > Customize Account Control Panel. Once enabled, you will see an 'add' entry for recurring payment (as long as the customer has enrolled) that will display the date, time, and type of recurring payment. It will also show when autopay or other customer information is edited. Please let us know if you need anything else.
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ROBO LINE PAYMENT OPTIONS
Need a way for a person who calls the ROBO LINE (1-844-647-6432) to make a credit card payment in any amount, not just the total amount due. Other companies have this option, and there is a BIG need for this service. We have elderly clients who have no access to computers and if a customer is shut off and needs to make the payment to have services restored, this would be a big help. There is a need and with all the latest technology you would think your company could provide this necessary option, to better service our customers.
1 voteThis request is already an option with either IVR Tech (must be enabled) or with using Twilio.
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Be able to email reports directly from the report.
Be able to email reports directly from the report. (as opposed to saving, creating an email and attaching
1 voteThere is currently an option to email a report created from UMS as an email attachment where it will be attached to an email automatically. When generating the report, select the "Export" option and check the box to "Email as attachment". This will open the default Windows mail client and create a blank email with the report file attached automatically. This process does require some initial setup outside of UMS, as it utilizes the default Windows Mail setup, which is not managed by UMS. The workstation must have a default email setup in the Windows Mail client. This would need to be setup on each individual workstation that needed the functionality.
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1 vote
Thank you for your suggestion. This is already a feature and these settings can be enabled in the CWP admin portal to permit this. If you log into your portal as an 'ADMIN' user and select the 'Configure Portal Security' link on the right, there are settings for QuickPay Security in which you can enable options like being able to look up by name, email address, or phone number.
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Pending Bills
We would like for customers not to be able to see pending bills online. We would like for statements to be available for viewing only after they are posted. This can be confusing for customers, to be able to see a pending charge while we are still processing/making adjustments or corrections to bills. We have had numerous customers call because they could see a pending charge, but then the charge ended up being a different amount once the statements were actually processed.
1 voteThank you for your request. There is already a setting in your CWP Portal Configuration that will allow users to 'Hide Unposted Transactions' on your customers' accounts in the web portal. You can enable this setting by signing into your web portal as an administrator, then selecting the 'Configure Portal Features' button. Inside the list of options is a toggle to 'Hide Unposted Transactions' that can be enabled. Once enabled, unposted transactions will no longer show in the portal. Please visit https://cusits.zendesk.com/hc/en-us/articles/9801899719700-CWP-Configure-Portal-Features for more information.
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Message Center Notes are Misleading!
Refer to Ticket 98258: an Account note SHOULD NOT follow a customer where ever they go. It is misleading and confusing to end user. An Account should stay with the ACTUAL ACCOUNT ( Customer +_ Location which is what an account is ). A Customer note SHOULD follow the customer wherever they go in the system.
1 voteThis issue has been corrected in versions 6.8.578.8133 or later and version 6.9.
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Auto Pay Withdrawals vs Last Statement balance
We have had MANY customer calls complaining that when AutoPay was processed, the amount withdrawn from their account was different than their statement.
Example:
3/31/23 - March statement balance $100.00
4/10/23 - credit adjustment issued ($25.00)
4/10/23 - Account balance $75.00
4/20/23 - Auto pay processed $75.00Although this "may" be a good thing for some customers to have less funds withdrawn, for others (ie companies), they have processed the charges listed on the statement. They may not be aware of any credits or charges that appear after the last statement date.
AutoPay should ONLY withdraw amount that have been…
1 voteAn option has been added for Customers who wish to specify to only have the Statement Balance withdrawn. This option is now present in the Auto Pay tab on the Account Control Panel called 'Required Amount (Statement Balance)'. This is also for those accounts using Account Level Budgets. Select this option to draft the budget/statement amount, otherwise, it will default to draft the current account balance when autopay is ran.
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Final Bill Wizard Auto Checking "Remove Reoccurring Payment Details"
It is very easy to remove bank draft information for a customer if you do not pay attention in the "Final Bill Wizard". Leave the box, but make it not auto populate a check mark.
1 voteThere are now default options for autopay settings available through the Company Settings area of UMS.
If you need help with this, please contact our technical support staff.
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Print Address on Envelope for all Customers
We would like for there to be an option to print the customer address on 1 envelope per customer. We have separate letters that we send to our members and need to have it printed out on an envelope instead of on a label for our 4k customers.
1 voteThis feature is already an option. Please see reply.
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Location ID Sort in Billing
During billing, you can't sort the Meter Exceptions by Location ID order. I would have to export report and sort, then disseminate to field for rereads. Instead, I am running them from Reporting Tab, Meter Exceptions. Logically, everything you need for billings, should be accessible through the billing tab. Trying to explain why we use the dates we do for the UNREAD list in Reporting = a 'does not compute Will Robinson' issue. Thank you
1 voteThe ability to sort the meter exceptions report by location number has been added to UMS version 6.9.
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Click on specific category in "Active Service Orders by Category"
Our servicemen are using mobile service orders in the field and would like to be able to click on a specific service order category instead of needing to scroll through every single open work order. We do multiple Repair Radio Read service orders every month and sometimes they are not able to get to them until a month or two down the road. Not being able to click on that specific category can be frustrating.
1 voteThese filters have been added in version 6.7. Please reach out to techsupport@cusi.com to schedule an upgrade and have them go over the new MSO filters. Thank you,
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