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184 results found

  1. 2023 User Summit-Refund with no credit balance

    This is what she wants: “I wanted to be able to cut a check to them if they did not have a credit balance and did not mean to pay. “ According to Matt, just doing a transaction reversal won’t allow you to do that. There are a number of transactions that have to happen, which is ludicrous, to be able to cut a check back to a customer. If you could AT LEAST get that process for me from them, they can use that in the interim until they find a better way to do that.

    2 votes

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  2. 2023 User Summit-Performance Issues With Move Outs On Large Accounts

    We are trying to use a feature in UMS for a customer having multiple Locations. In this case, it is a home builder. Normally this feature works fine but with this home builder account it currently has 437 locations attached to 1 customer account. When moving out a location from the home builder account it takes minutes for the process to complete. And because of how large the builder is its never just 1 move out. It’s a list that gets given to us every month so possibly scoping a move out wizard that can move out multiple locations tied…

    2 votes

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  3. Community Revenue Class Limitations.

    On behave of Melissa @ Texarkana.
    We would like and option to allow the users to limit to a Revenue Class for a Community. Just like it does for the Routes and Rate codes.

    2 votes

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  4. 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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  5. add note with attachment to all accounts in a misc. fee batch

    When processing shut offs under the Utility Services Tenants Rights Act it is necessary to keep good records. The inability to save a PDF of a complete report attached to the account notes in mass is debilitating.

    Example: the certified letters are not recorded as such because they don't run out of UMS as certified letters. We have to sticker and scan those.

    I would like to be able to attach that PDF record of scanned letters and envelopes (confirmation of delivery by court standards) to the accounts. Right now that has to be one 1 location at a time.

    2 votes

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  6. Review Calculations

    Review Calculations – To add the feature to change the Read End Date and Transaction Date from the review calculations tab. Currently the Calculation Action must be selected first to update the Review Calculations with the Read End and Transaction Date.

    2 votes

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  7. Payment Station - Batch Total

    To remove the total cash on hand from the payment station for the cashiers. Currently if the feature is removed the cashiers won’t have rights to create their batch. The cashiers should not have access to their batch total due to the risk of fraud.

    2 votes

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  8. Posting Field

    Posting Field – Option to manually select/tick the specific accounts that we would like to post transactions for. Occasionally we might not want to post all the billing transaction entered by a specific individual, so being able to select the specific transaction we want to post will make the posting process much easier. As seen in the image below we have the option to post all the transaction or select the specific ones we want to post. To insert a column that will allow the selecting of the specific accounts for posting.

    2 votes

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  9. Exception Reports

    Inclusion for the account and utility status in all billing exception reports. Including the account and utility status in the exception reports will assist in the scrutinizing process to easily identify disconnected and waiting accounts. As seen in the image below, the account status is included in the exception report.

    2 votes

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  10. Enter Read

    To update the Enter Read with the account and utility status. This will allow us to clearly identify the status of the account, whether it is current or shut-off; and will minimize the scrutinizing process. As seen in the image below, the account status is updated in Enter Read.

    2 votes

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  11. Add the meter number on the main screen where the cycle, route and class are displayed. This will allow for easier access or visibility o

    Add the meter number on the main screen where the cycle, route and class are displayed. This will allow for easier access or visibility of the meter number. Currently we must go the usage tab or manage installation to access the meter number.

    2 votes

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  12. Rework Disallowed Payment Methods

    We have a customer we would like to disallow online credit card and online check payments for. However, after check marking those methods in the attached screen, the customers is still able to make payments using those payment methods online. It does not keep the customer from being able to make their payment. It only leaves the payment "stuck in Gateway." And then our office either has to refund or import the payment and notify the customer. If the customer attempts to make a disallowed payment, they should receive an error message stating so, and to contact our office.

    2 votes

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  13. Integration with ESRI Maps on Mobile Service Orders

    Ability to display an Esri map on Service Orders instead of google maps.

    2 votes

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  14. Service Order Creator

    Advance filter for the Creator to see only the orders they have created for follow up (if they get tagged or not).

    2 votes

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  15. Miscellaneous Statement for Specific Transaction Type

    Please allow for the mass creation of Miscellaneous Statements limited to a specific transaction type or code.

    For example, we add a Reconnect Fee after a customer has been disconnected and then service restored and that fee is due in the future. Currently, I have to run the Miscellaneous Statement process in each individual account to apply the Due Date so it does not potentially get captured in other processes that have a Due Date added.

    If I could filter by code, that would be much more efficient!

    2 votes

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  16. Remove unwanted gateways from tools in UMS

    For companies with multiple communities/companies need the ability to remove unwanted gateways from their tools in CWP/Gateway Rec.
    Something such as an active box within the gateway set up.
    Unchecking the box , making the gateway inactive will then hide the company from appearing in tools such as gateway reconciliation.

    2 votes

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  17. Add Meter Size Filter to Average Charge List Report

    Add Meter Size to the Code Filters to be able to filter ALL charges by meter size as opposed to grouping.

    Currently, the meter size grouping breaks out non-metered charges (garbage, etc.) from the metered charges under the category "none". This is good if you are evaluating ONLY water charges. However, if you want to easily obtain average charges for all services, for example to evaluate whether the current deposit amount is still sufficient, this report will not give you that.

    2 votes

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  18. Fund Accounting Entries

    Need the ability to disable open credit applies when fund accounting is in use. Presently, credits are redistributed causing mixed fund entries. Another option is the ability to create an entry at the time of posting to review funds and make the due to/due from entry as needed for out-of-balance entries.

    2 votes

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  19. Default Autopay to Required Amount (Statement Balance)

    When customers are signing up for Autopay, they are being defaulted to Pay Account Balance instead of Required Amount (Statement Balance). I am changing this based on the email notifications I receive. This should be the other way around (default to Required Amount) to avoid drafting more than what the statement said.

    2 votes

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  20. Message Center Notes

    It's extremely unhelpful that every location note appears in the message center box. There are lots of notes that one may want to stay with the location no matter the customer. It would be much more helpful to be able to chose what notes appear in the message center. It seems like that should already be an option since there is already a feature that allows you to categorize notes.

    2 votes

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