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184 results found

  1. Location Deposits/Statements

    Our District has account deposits based on location. When a location is a rental property, we do have the option of having the renter as the customer and both the renter and owner will receive a monthly statement. Our issue is that when we print the first statement for a new renter, all deposits that have been made on the location will reflect on the billing statement. Even when the deposit was made 2, 3 years before. We prefer to NOT have this information reflect on the statement, as long as it was not processed during the statement period. Would…

    3 votes

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  2. Improve CSV files so that when export consumption data accounts with a high low meter or meter change out are accurate.

    When I am running a Consumption report and there are accounts with either high/low meters or meter change outs and I export the data the CSV file carries both the consumption and charges for those accounts double. This means the report is inaccurate and not able to be used as is. Further you would have no idea that this is happening unless you comb through the report which is not realistic. Please fix this for accurate reporting. You can compare what the accounts should really look like in the pdf version. Use Pennfield School - 110 Sandy Point Ave -…

    3 votes

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  3. For Service Request Manager, add additional contact fields for more phone numbers w/descriptors

    For the Service Request Manager, add more options for the customer to include more telephone numbers w/descriptors

    3 votes

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  4. Plants/Wells set as wells for gallons pumped and not standard account for gallons billed

    My plants/wells are currently set up as a standard account. My old system accounted for these being wells and treated them as such utilizing the gallons as pumped and not used. It would then put it on a report with the gallons billed to create the percentage and gallons of water loss for the month. As it is, we have to calculate the consumption for the plants and then put it in the operations summary in order to view the percentage of water loss. It would be really nice to have this automated.

    3 votes

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  5. Rate Code List Report Enhancement

    Add same limit and code filter options that are available on other reports to the Rate Code List report. Also add date range option so you can filter by the effective date of the rates.

    3 votes

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  6. 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.

    2 votes

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  7. 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

    2 votes

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  8. payment arrangement draft

    It would help us if there was a payment arrangement draft mode where we can put the arrangement on the account in an inactive status, send out the paperwork to the customer (sometimes it is more than one party) and then after the agreement documents are signed, then activate the arrangement on the account. This way there isn't an active arrangement on the account while we are waiting for documents during which time a bill could post.

    2 votes

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  9. Manage Broadcasts

    Please consider adding a Date/Time column to the main menu for Manage Broadcasts. You can currently only see the date by looking inside of each broadcast details. It would be easier find campaigns if the dates were in main window, and not just in the details window. It takes extra time to see dig through and find specific items when reviewing broadcast results.

    Submitted on behalf of Chad S. - Hallsdale-Powell Utility District

    2 votes

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  10. Location Field for Service Line Material

    Several Utilities have to report on the service line material for DEQ. Typically, this is referred to as Copper and Lead reporting, however there can be PVC or Galvanized, etc. We would like a field added on the location tab under details for Service Line Material. I also would like this added to code filters for reporting purposes. Currently, we have to report on the Customer Line and the Utility Line, it would be nice to have a field for each. This field also needs to be added to the mass meter changeout program to populate this for service lines…

    2 votes

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  11. mail server update

    I want to be able to email from my primary email address with Outlook, but you guys need to update the mail server security. So, It will work with business emails linked to our domain names. Below encryption needed

    SMTP encryption

    STARTTLS

    2 votes

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  12. CWP from UMS account

    How cool would it be if we are working with a customer in UMS and we could click a button that opens up their location on the CWP.

    And similarly, a button on the CWP when in CSR view that opens up the corresponding location in UMS.

    2 votes

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  13. Location Template - Add Services/Rates

    Extending the Location Template functionality to allow for preset Services/Rate Codes in the template could further streamline the new location process.

    2 votes

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    1 comment  ·  Admin →
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  14. Robo Calls going to more than one telephone number, have more than one primary telephone number.

    We would like to be able to have more than one primary telephone number on an account to send Robo Calls to.

    Posted on behalf of Kristy at Loves Park

    2 votes

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  15. Color Coding

    The ability to color code accounts. For example, in our old billing system we would be able to mark attributes for an account and some of those attributes were the color codes. See first picture. Different colors meant different things to us here in the office. For example, we had a specific color for tenants and landlords, so that when we were speaking with a customer and pulled up their account we would see the color block and know that we were speaking with a tenant and wouldn't have to search for that information. See second picture.

    2 votes

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  16. Delinquency Notice

    When creating our IVR call for delinquency notices, we have the option for IVR and SMS Text. It would be nice to have the option to send emails as well.

    2 votes

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  17. 2 votes

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  18. Add Merge Field for Community Phone Number

    On behalf of: Del Oro

    Please add a merge field for Community Phone Number - for use in Message Templates, etc.

    The current alternative is to maintain duplicates of each template for each Community, with Community info inserted statically, which is not feasible for 23 Communities.

    Merge Field parity between Company and Community would be ideal, but Community Phone Number is currently the most pressing omission.

    Thank you!

    2 votes

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  19. change from commerical account to residential account

    when account in changed from commerical to residental or other way can a popup or alert be added to remind to go and change rate codes to match

    2 votes

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  20. Levelized Filter

    I would like to have Levelized Plan customers added as a filter to reporting so that those accounts could be pulled out and analyzed.

    2 votes

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