UMS
197 results found
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Enrollment in AutoPayment via the IVR
We would like to have the ability for our customers to enroll in Auto Payment via credit card or ACH via IVR Tech and for this to be part of the normal voice script whenever someone makes a one-time payment via the IVR. This to me would reduce late payments and the expense surrounding them.
5 votesWe need more votes on this request.
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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…
5 votes -
Task Scheduler- Auto-Close Batch by Payment Method
The Task Scheduler currently allows users to automatically close all batches. I recommend adding a Payment Type filter to provide greater control over which batches are automatically closed. Our office would like credit card batches to close automatically, while cash batches must continue to be closed manually.
4 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 FLAW4 votes -
meter report scheduled task
i have to export the meter list report in order to update another piece of software manually. i'd like to set up a scehduled task for it, but it is not an option. honestly, all of our regular reporting should be able to be set to be a scheduled task.
4 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.
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Batch Total Report
Add an option to the Batch Totals report to be able to select batches by user.
4 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.
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APPLYING AUTO PAY CHANGES TO ALL CUSTOMERS.
When updating the autopay for a customer if they have other autopays it wants to update all accounts, but doesn't show what accounts are setup currently. The only option is yes or no. Can you add another step to show what account #s are setup for the autopay and what current accounts are being drafted
4 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.
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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.
4 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.
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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 AmountI've messaged Tech support and was advised that the format of that email is a base format for all customers and are…
4 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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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.
4 votesWe need more votes to move this software enhancement request forward. Your input matters!
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Entering Rate updates
When updating new rates, it would be helpful if there was a heading that verified which rate you are working on. If interrupted while keying in the new rates, then CSR has to back all the way out to verify which rate they are working on, and then start over.
4 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.
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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
4 votesWe need more votes on this request.
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MSOs showing open/closed by default, should show open only by default
When a tech logs into Service Orders they should only see open by default.
4 votes -
Backflow Test History
We would like to be able to see pass/fail tests on disposed backflow devices.
"If we were audited by the State of Utah and they wanted, for example, 3 years of testing information, any locations with devices that have been “disposed” and replaced would only have the current test on the report, which makes it look like they weren’t tested in the past."
4 votesWe need more votes on this request.
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contact information "as of" field
In the phone number field area and the email field area for customers as well as contacts, it would be nice to have an "as of" field where we can log the date the contact information was last updated.
4 votesWe need more votes on this request.
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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
4 votesWe need more votes on this request.
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Reporting for billing adjustments
I would like to see better reporting for billing adjustments. Instead of running a transaction list to filter the adjustment type that will then require looking at each individual transaction or account to determine the reason for the adjustment, it would be good to see this reason on the transaction list report.
4 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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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 votesNeed more votes.
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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 votesThis item is planned for release in version 6.9.
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