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UMS

172 results found

  1. Communication for accounts with multi locations

    If a single customer is billed for multiple locations and they are set up for IVR/SMS notifications, UMS will send a test/call notification for each billed location instead just calling/messaging once for that customer. We want an option to disable and send only one notification.

    2 votes

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  2. SERVICE ORDERS Date due VS Scheduled Date

    Date Due VS Scheduled Date. To me this is the same and it auto populates with todays date in the Date Due, the scheduled date is the date you choose for the workorder to be done.

    Can the DATE DUE be changed to say either Todays Date OR Date S/O Created? Very confusing for our Techs when those to fields come to them with two different dates. Missy

    2 votes

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  3. NEED option for a different Bill Format online for a different rate code

    In California, SB998 and other legislature require we use the number of occupants, lot size, and irrigable area in calculating the customer indoor/outdoor rates. We do NOT use this same formula for non-residential customers. We need anyone logging on to view their bill through the customer portal to be able to see the correct information (simple three tiers for non-res) for THEIR rate code. We have been told this isn't possible. MAKE CUSI MAGIC!

    2 votes

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  4. Contacts should have the same "Type" fields as Customers

    Contacts should also have a "Type" similar to the Customer Types "Individual, Profit, Non Profit, Government".

    We need to enter business information as a contact but, are forced not to follow best practices and enter them as an individual with a first name and last name.

    2 votes

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  5. Lien Creation

    Can we choose to include Final Accounts in the Lien Creation Delinquency calculation?

    Posted on behalf of Del Oro

    2 votes

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  6. One week email notification prior to ACH Autopay Transactions

    We have customers - property managers in particular - who would like to receive an email notification prior to ACH autopayment transactions being applied. Many utilities with autopay features do provide an email notification a week prior to the transaction being applied. This helps our customers to ensure funds are available and prevent declines/fees.

    2 votes

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  7. Add Field to Bill Register

    For the Bill Register under Register Reports can we add a Bills to include field of "Not Marked As Printed."

    2 votes

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  8. Multi Fixed Item List Report; Limiting

    We want to be able to limit to the specific Multi Fixed Item Code when running the MFI list report. I need to be able to run this report for one or two MFI items and not all of them.

    Posted on behalf of Channel Islands

    2 votes

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  9. Customer Contact Wizard for Location Contacts

    It would be extremely helpful if the Customer Contact Wizard could pull the contact information for tenants listed under "Location Contacts" so that when we want to send a message to all customers, owners & tenants, we can use this tool. As it is now, it is useless to us.

    2 votes

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  10. Recurring CC & Draft Payment Notifications

    It would be nice to have a way to email customers with recurring credit card and draft payments that their payment is are about to be processed.

    2 votes

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  11. use adjustment

    the adjustment report doesn't show usage adjustments, only dollar values. if we adjust dollars and gallons it would be beneficial to see both on the posting totals report

    2 votes

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  12. open balance over dollar value

    cbsw used to allow us to run an open balance report for accounts over a certain dollar value. i don't see the option anymore so i have to export it and then sort it. too many steps

    2 votes

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  13. enhance elements integrations

    ex. import elements phone log data into ums notes

    ex. elements service order completion notes import into UMS

    2 votes

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  14. font

    adjust font or kerning so the letters are not so close together

    2 votes

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  15. owner as contact

    an owner in the owner tab with contact preferences set should trigger copies of bills and notices as listed.

    Or at least a one button activation of the owner's information into the Contacts tab.

    2 votes

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  16. Ebill Template

    Need a field for the current charge amount only. Requested by Si Energy

    2 votes

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  17. compose email - add default signature

    Allow for there to be a signature (with line breaks) when you send customer's an email (ex: copy of their receipt) through UMS. Ex:

    2 votes

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  18. Allow options for other echeck or ecredit card payment services, Plaid and Stripe are horrible, especially reconciling Bank Accounts.

    I was informed Plaid or Stripe were our only options for accepting echecks or credit cards. The way the settlements deposit into our bank making monthly reconciliation a nightmare. Deposits made should be based on the batches the payments were made, so batch totals equal deposit totals. This system is an accounting nightmare. Please come up with better vendors for payment processing.

    1 vote

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    0 comments  ·  Admin →
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  19. Please reinstate the ability to view 2nd Party Notifications under the Billing process

    During the Suspension notice process (under Billing>Create Delinquency) we used to see the 2nd Party Notifications that were generated for Contacts with that Communication Preference checked when selecting "Preview Unposted Notice." But now, they can only be viewed by closing that box and going to Reporting >Notices > Shut Off Notice. Once I verify that they 2nd Party Notification notices look okay, I have to close that box and go back and re-populate the Create Delinquency box to go on to Post the notices. This is a major time waster. Please restore the 2nd Party Notifications to be part of…

    1 vote

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    0 comments  ·  Admin →
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  20. Expiration Date for Disallow Payment Methods

    An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.

    1 vote

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