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  1. 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.

    4 votes

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  2. 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.

    4 votes

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  3. Option to disable email communication for delinquency and shut off notices. Only allow email communication for billing.

    We have a protocol to only use mail for delinquency and shut off notices. We do not want the customer to be able to choose email as a communication option for those notices. We DO want it to be easier for them to sign up for e-bill, but no option to hide the delinquency and shut off options. They have to email or call to get signed up for e-bill which is a PIA to both customer and staff. Have to keep the portal option turned off to avoid email notices for delinquency and shut offs.

    4 votes

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  4. 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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  5. 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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  6. 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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  7. All capital letters for the parcel number

    Can be changed or an option added to have the parcel number in the location tab, only be entered as capital letters? When the parcel number is entered with lowercase letters by mistake, it conflicts with some of our programs that use this information.

    3 votes

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  8. Pop up box when you dont save while adding services

    We send both monthly and bi-monthly bills. When starting service on a TEMP account, if you do not click save after adding "details" in the location tab, UMS allows you to add a service but when saved, the rate code is missing. When this happens it defaults to the monthly rate which does not bill correctly for a bi-monthly bill.

    There needs to be some kind of pop-up box or something that does not allow you to add a service until the details in the location tab are saved.

    3 votes

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  9. show service address when selecting "Back" drop down

    In Account Control Panel show service address along with numbers shown when selecting "Back" drop down. Showing only location and customer numbers is not something we know by heart, so is not as helpful as looking for someone you looked up a few calls ago and want to check something again or enter information, notes about call, etc. Thank you so much - you all are awesome!

    3 votes

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  10. Automate application of Penalty

    We would like a configuration option that would allow the automatic application of penalties each month.

    posted on behalf of Northern Perry County Water (Ohio)

    3 votes

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    Thank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.

    In order to proceed with this enhancement, we will need additional validation and support from the UMS community. Broader engagement helps us better understand demand and prioritize future development efforts.

    We encourage Uservoice members to review and vote on this idea if this is something you would like to see on a future update.

  11. Subdivision Report

    In reporting add a way to generate a report by Subdivisions.

    3 votes

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    Thank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.

    In order to proceed with this enhancement, we will need additional validation and support from the UMS community. Broader engagement helps us better understand demand and prioritize future development efforts.

    We encourage Uservoice members to review and vote on this idea if this is something you would like to see on a future update.

  12. Automatic Notification for Landlord Reversion

    Would love a way to send landlords a notification automatically when a location goes back into their name. Some landlords are set up for landlord reversion, so they want to know the date it happens before they get their first bill.

    3 votes

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  13. Notifications when payments are made on lien accounts

    UMS Users would like to receive notifications when payments are made on lien accounts; similar to when payments are made shutoff accounts.

    Posted on behalf of Northshore Utility District

    3 votes

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  14. Add payment to mobile application.

    It would be very helpful to show if a members account is paid or not on the mobile application our field crews use. This would be efficient during the times the offices are closed, including weekends, when a member is locked out and they make a payment after hours. Currently, we cannot see the status of an account only their name, address, location number, and phone number(s).

    3 votes

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  15. Open Balance and Aged Receivable

    Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.

    3 votes

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  16. Include Route on Payment Receipt

    This month we had over 400 customers to disconnect. I was hoping we would have been able to change the Communications email that is sent once a customer makes a payment, to include the Route# that the customer is in. This feature would be so much more helpful than to have to look it up in the system. The email that is currently received only has:

    Payment(s) have been made to the following shutoff account(s):
    Account Location Amount

    I've messaged Tech support and was advised that the format of that email is a base format for all customers and are…

    3 votes

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  17. Have Consistency with Account numbers when pulling reports

    When pulling multiple reports into a CSV file one report will have the leading zeros and another report will not have them. Resulting in a lot of time wasted editing the report to work with it. We would prefer not to have the leading zeros if that is available.

    3 votes

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  18. If Aged Receivables has an option to select unposted payments

    This would be great so that if the customers made an unposted payment, they would still show as paid on the AR report.

    3 votes

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    Thank you for your suggestion! We appreciate your input and see the potential value in this enhancement. At this time, we need additional votes and support from other users to move this request forward.

    Your engagement helps us prioritize improvements that matter most to our users.

  19. merge location numbers

    I would like to be able to Merge Locations together. IE: a second location was made for an address by mistake...it wouldbe nice to be able to merge that location into another. Thanks.

    3 votes

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    Thank you for submitting your enhancement request.

    We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.

  20. Filter Receivables by Age

    We would like to be able to filter our AR report by age. For example, being able to pull a report of customers only 30-60 days overdue. Currently, the only way to do that is to export the AR report to Excel. If you choose 60 days in UMS, it groups everyone by 1-60 days.

    3 votes

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    Thank you for submitting your enhancement request.

    We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.

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