UMS
197 results found
-
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.
6 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
-
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.
6 votesThank 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.
-
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.
6 votesThank 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.
-
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.
6 votesWe need more votes on this request.
-
saved web portal payment used to pay from UMS
If a customer has payment information saved in their wallet on the customer web portal our team should be able to click a single button from their UMS to accept a payment via that saved payment method. If they have multiple methods saved they could show up in a list of like last 4 digits or something and then the customer can specify and click boom done. The data is already out there so there just has to be an easier way than us keying in a quick pay for them every month. Even if not in UMS we should…
6 votesWe need more votes on this request.
-
Allow embedded clickable (linkable) images on Email Message Templates
Allow embedded clickable (linkable) images on Email Message Templates so that the email will have an image that will redirect when clicked.
6 votesWe need more votes on this request.
-
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.
6 votesWe need more votes on this request.
-
Service Orders: add "Open Comments" text to list views within service orders
Add "Open Comments" that can be created with service orders to the list view so that operators do not have to open each service order and can quickly view comments in the list views.
6 votesWe are looking for more votes on this request.
-
Accounts Receivable Report
Accounts receivable report needs to show a deposit transaction reversal
5 votes -
Hide disabled users in UMS security
Our number of disabled (inactive) users now exceed our number of active users in UMS. Requesting the ability to hide disabled users in the setup > security screen (just like we can hide web users) so we can better manage our active users.
5 votes -
Prorate both old and new rates for FINAL billing
Currently, when producing a FINAL bill after a rate change, the system is set up to bill for a full period at the old rate and a prorated amount at the new rate. This results in overcharging. The system needs to be set so that both old and new rates are prorated after a rate change. This is a major flaw in the system.
I AM ASKING ALL USERS TO PLEASE VOTE FOR THIS CHANGE. WITHOUT A MASSIVE RESPONSE TO THIS POST THE DEVELOPERS WILL NOT CONSIDER CORRECTING THIS FLAW5 votes -
disallowed payments by location and/or customer instead of just customer with expiration
Function for disallowed payments by location instead of by customer (or if we could do customer and/or location). For example a landlord has mulitple locations, but only one location is not allowed to pay by check. Also an expriation date for each disallowed payment type.
5 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
Not Having 'Make Final Billed Utilities Inactive' on 'Next Customer'
During the move out process we are seeing that when we have a 'Next Customer' selected the 'Make Final Billed Utilities Inactive' box grayed out. This is causing issues when we have situations like if a customer has a returned payment we have to go back in and make the previous finaled account's services active again in order to process the returned payment. We would like an option to leave the 'Make final billed Utilities Inactive' unchecked despite having a 'Next Customer' or not
5 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
Subdivision Report
In reporting add a way to generate a report by Subdivisions.
5 votesThank 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.
-
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.
5 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
-
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.
5 votesThank 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.
-
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.
5 votesThank 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.
-
Arrow key for Gateway Reconciliation dates
Hello!
if it would be possible to add arrow keys forward/back for the date selection on the gateway reconciliation that would be an amazing quality of life update so that we could just go next day, instead of clicking each day twice it would help a lot especially when we have to go through whole months day by day.5 votesAdditional votes are needed to move this request forward.
-
Payment Email on Save
Payment Batch Setup > Email on Save. From the Payment Screen, it would immediately send an email recipient to the email on file. If no email is on file, a box will pop up for the utility to enter the email address. There would also be a checkbox option for the utility CSR that reads save to customer account. UMS would then update the customer account with this email address. Currently, UMS presents an email option from the payment form, but if the batch is set to Print on Save UMS attempts to print first.
5 votesWe need more votes on this request.
-
CUSTOMER CONTACT LIST
Please improve the customer contact list so that the location number is included. The contact wizard requires the imported file to be formatted using the account number AND the location number. The customer contact list with tenants checked is the only way to pull a report with the email addresses for the tenants but without the location number included, it's useless in the customer contact wizard.
5 votesWe need more votes on this request.
- Don't see your idea?