UMS
163 results found
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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.
1 vote -
Code Filter Count & Code Filter Groups
A total number of code filters selected and the ability to group code filters so that you do not have to select one at a time.
1 vote -
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.
1 vote -
IVR calling all numbers instead of only primary
When running an IVR (ie: shutoff list) it will only call the primary tele #. Please make it call all numbers listed. I know there is an option out there on another function now. Not sure why it's not an option on any IVR. Thank you.
1 vote -
Make address fields the same for customer # and location #
Make address fields the same for customer # and location # . This process is especially difficult during a move in. There are no Unit or Building number fields on the location side do not exist so after a move in it goes to address line 2 and then doesn't show in the customer profile. See examples. This came from an onsite visit I had with Medina.
1 vote -
The Ability To Customize The Spacing In Ebill Configuration
Need the ability to customize the ebill spacing in ebill configuration. For example have the ability to change the spacing from single space to double space if need be.
1 vote -
General Ledger Code Groups
When changes are made in Setup > GL Code Groups or Chart of Accounts can we prompt to update everything in tblledger- all historical ledgers?
1 vote -
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!
1 voteWe need more votes on this request.
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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.
1 voteWe need more votes on this request.
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Past due balance notification on WATER account for TAX account
It would be VERY helpful for UMS to have a notification, or highlighted section in a water account to alert a past due balance on a TAX account.
1 voteWe need more votes on this request.
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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."
1 voteWe need more votes on this request.
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Lien Creation
Can we choose to include Final Accounts in the Lien Creation Delinquency calculation?
Posted on behalf of Del Oro
1 voteWe need more votes on this request.
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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.
1 voteWe need more votes on this request.
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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."
1 voteWe need more votes on this request.
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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
1 voteWe need more votes on this request.
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character and space count totals
Since the bill form tends to have limited space for a company, location, and/or customer note, it would be nice if those screens included a total entered character and space count on it so we can see what number we are up to while we are working rather than hopping back and forth between UMS and Word or Notepad++ to tally up characters and spaces.
1 voteWe need more votes on this request.
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Batch Management Screen shows 0.00 dollars and makes users take extra steps to find correct batch to close
The "Batch Management" screen shows 0.00 in the Total column. When a user is trying to select their batches to close they need to click on many for that day to find the right one by total. Why have a Total column if it is always 0.00? To us, it makes our job more time consuming and makes 0.00 sense. Could you please put the batch Actual Total in that column?
1 voteWe need more votes on this request.
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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.
1 voteWe need more votes on this request.
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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.
1 voteWe need more votes on this request.
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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.
1 voteWe need more votes on this request.
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