UMS
181 results found
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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.
2 votes -
Including an Unposted Payments Field when Billing
When you calculate and assess late fee penalties, there is a field to click to include unposted payments. It would be helpful if that was also an option when calculating billing since the timing of posting can affect amount that is shown on a bill and make it confusing for customers and users.
2 votes -
Replace Existing Contacts in Mass Add Documents, Notes, Contacts Addin
We would like the ability to replace existing contacts in the Mass Add Contacts Addin. When we add a contact currently, it adds another one rather than replacing if one already exists. For example, if we had an agent but the agent needs to change, rather than replacing it with the new data, it adds a new one so each one needs to be deleted manually.
Posted on behalf of Northshore Utility District
2 votes -
Make IVR payments labeled as made through IVR system, not as Online Credit Card payments
IVR payments should be noted as being made through IVR system on customer's transaction history instead of labeled as online credit card payments made through guestpay so if there is an issue with a payment, you can differentiate how payment was made.
2 votes -
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)
2 votes -
Mass Change of Rate Codes for Service Dialog
1) Don't reset the form each time a change is processed. The Service details section of this dialog resets with any change to the Limit details or Code filters sections. This isn't helpful when changing multiple rate codes.
2) Order the New rate code drop down list alphabetically by rate code to make it easier to locate the new rate code. With over 200 rate codes, it's challenging to find the one needed when the list isn't in any particular order.2 votes -
Email notification on ALL payments made for accounts in shut off status.
Our system is set up to send us email notifications when a payment is made on an account in shut off status.
The system will ONLY generate an email if the payment takes the account out of shut off status.
We have a payment threshold set that any account over $100 will be shut off monthly. For example, If the balance is $150, and the customer pays $51, they will be removed from the shut off list this month, but they will still be in shutoff status because the payment did not satisfy the system requirement. The system only sends…2 votes -
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 -
Password protection on Document Edits
Can we password protect our documents on customer accounts like we do for the autopayment view/edit area so they do not get deleted by mistake.
2 votes -
Revise Consumption DTL Report
It would be nice if the layout of the Consumption History DTL report printed from the Usage tab in UMS could be revised. The report reflects a column labeled "Charges," but the Usage tab in UMS breaks the charges down into "Minimum" and "Total Charge" (which really Total Charge is not the total charge, you have to add those two columns together to get the total charge. The Total Charge column is really the usage charge after the minimum.). It would be nice if the report reflected these two columns individually like the Usage tab does (Minimum and Consumption after…
2 votes -
default card present to be unchecked
In payment screen, need an option to make the Card Present box unchecked as a default. We have to uncheck it every time we take a card payment
2 votes -
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 -
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…
2 votes -
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 -
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 -
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 -
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 -
open account in UMS from email link
UMS sends an email when a customer signs up for autopay. This is a great feature because we check the account to make sure they are not paying multiple locations by accident.
It would be super awesome if the email we get could include a link to open the corresponding account in UMS.
2 votes -
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 -
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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