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  1. 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!

    3 votes

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  2. budget

    I would like to have an "As Of" report that would show how much a customer or range of customers are either ahead or behind on their Budget Billing plan. I know it can be seen on an individual customer's account history, but for our audit we would like to see totals so that we can come to a Deferred/Unearned Revenue balance. If it ever were to come a day to close the business, how do we know how much is owed or due from customers?

    3 votes

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  3. 2023 User Summit-Security Overhaul

    1. Currently in setting up security roles there is a large majority of UMS that can be delegated as far as being able to view vs edit vs delete and such. But currently there are a VAST amount of small functions that only the role of an Administrator has the ability to manipulate, even if the function is only to view a certain section of the control panel. I would love to have some of these small functions but able to be delegated in security roles. Ill give an example. On a customer account if you want a CSR to be…
    3 votes

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    1 comment  ·  Admin →
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  4. 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.

    3 votes

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  5. Backflow Test Result Control Panel

    Would like the ability to import a spreadsheet to the backflow test result control panel. We receive numerous tests daily and would like to put them into a spreadsheet and upload it daily vs. entering every backflow test through the control panel.

    2 votes

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  6. all batches should automatically close upon posting closeout for the day

    You have to go in and select batches and manually close. When you are in the closeout posting for the daily balancing, and you post transactions, it should close ALL batches within that date range that you have indicated. The fact that you have to post transactions and it closes checks and cash, but not Vanco or credit cards is goofy. It should close all batches.

    2 votes

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  7. 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

    2 votes

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  8. 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.

    2 votes

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  9. 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.

    2 votes

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  10. Backflow Testers

    My backflow device tester history is very long. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore or have expired licenses to keep my list shorter an up to date.

    2 votes

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  11. Backflow Tester List

    My backflow tester list is very long and hard to find people quickly. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore and have long expired licenses to keep my list short and updated.

    2 votes

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  12. If account receivables had an Includes button for unposted payments

    It would be nice if you added unposted payments to include in the aged receivables options so they don't show as still outstanding when the payment has been made but not posted yet.

    2 votes

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  13. Omnisearch Default Setting

    In The UB4 software, OmniSearch. Since we do searches primarily by customer number, and not a general search option, I suggest that the Customer Number be the first thing to look for as a default setting. But it seems a general search is default and when you enter a cu8stomer number to search for, you have to select CustomerNumber, and you have to do that for every number you search for. I think the search options should be selectable by the client in client settings. Can we make this happen?

    2 votes

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  14. Include option to add name of sender on ebills

    We would like the ability to change the name of the sender when send out e-bills. The email address we use for our billing is csr@(company name) and the sender shows up as csr when someone receives an e-bill. It would be nice if we could change that to our company name so the recipient could tell at a glance who the email is coming from. We have some customers stating they didn't receive our bill and upon further inspection they find that they did receive it and didn't realize it was from us.

    2 votes

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  15. Multi Location Payments

    We are wanting to edit the logic of X amount of NSFs goes to Cash Only for Multi Location Payments. We found that when one customer makes a payment across multiple locations and it has to have an NSF that each location will count towards the cash only NSF count. If we have one payment across multiple locations we expect it to issue one NSF towards the cash only count under Setup > Company.

    Posted on behalf of Jackson Co Water & Sewage 30549

    2 votes

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  16. SERVICE ORDER Status

    When choosing OPEN or CLOSED or PENDING you can choose it very easily and does not give you a " ARE YOU SURE" A second chance to make sure you are choosing the right status. We have found a few service orders that CLOSED was accidently chosen and was never done. I feel this needs a second verification.

    2 votes

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  17. It would be helpful id the techs and filter service orders by all that are due "today" This way they can only look at the ones that are due

    It would be helpful id the techs and filter service orders by all that are due "today" This way they can only look at the ones that are due on the current work day. An additional advanced filter.

    2 votes

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  18. External service order columns list (ElementsXS)

    I think the External Service orders should have different columns then what are provided. We are using Elements for external service orders and so the Service Order No. should be replaced with the Task No. Also, the Scheduled End and Actual Start dates are the least important dates and should be replaced with the Problem and Resolution fields so that there is immediate access to what happened in the field instead of having to open the task itself.

    2 votes

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  19. Integration with Diamond Maps

    When clicking on the map pin next to "Location" on the Control Panel, have the option to link to Diamond Maps instead of Google Maps. Ideally this would also apply to Service Orders.

    2 votes

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  20. Suppress Early Pay Discounts on Final Bills

    We do not allow any discounts for early payment on Final Bills. This means we presently have to manually adjust each Final Account after the bill is paid. It would be great if UMS could simply not enter a discounted amount for Final Bills.

    2 votes

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