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143 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. Delete Unbilled Usage

    FP 91139. When making a metered service inactive - add an option to delete the unbilled consumption for all services billing based upon the metered service. Example: When making water inactive they want to remove the sewer consumption also and only bill the base fee. Presently, we only remove the unbilled consumption for the service being made inactive and other services continue to bill the recorded consumption.

    2 votes

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  13. SERVICE ORDERS Viewing CLOSED in the field

    Our service Techs are using mobile service orders in the field and would like to be able to VIEW ALL ORDERS, not just open orders.
    They can't look at closed orders which I verified with Jon Witt. The only way is to search by address but if they just need to see what orders were done the past few days that are closed they can't This is important if a wrong meter got shut off, etc.

    2 votes

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    1 comment  ·  Admin →
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  14. 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.

    2 votes

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  15. Allow users to select appropriate NSF code, due to different tax jurisdictions

    Allow users to select appropriate NSF when processing those transaction types either from the Account Control Panel or the NSF Wizard.

    Example - we have two codes for NSF due to varying tax jurisdictions.

    2 votes

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  16. Add a Barcode on Service Order

    Ability to add a barcode on the service orders for CSRs to be able to scan -- which would then bring up that service order in MSO or UMS to be approved or edited.

    2 votes

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  17. 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

    2 votes

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    1 comment  ·  Admin →
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  18. Accepting Dispute/Payment Reversals Yes or No instead of Automatic Yes

    When accepting a dispute, there should be a yes or no option to do a Payment Reversal instead of and Instant one. This would help, since it takes a week or so to have the funds removed from a CUSI deposit into the bank and it can cross over months

    2 votes

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  19. Sewer on and off date options for customers that are considered snowbirds

    Currently we do not have the option to stop and turn on the sewer services for customers that leave for 1 plus months out of the year. They receive a base rate of $23 for having a water meter; but will not be charge for the 10 plus days they were still occupying the house for
    sewer services. By having this ability, it would eliminate human error to remember to turn the services back on.

    2 votes

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  20. Prepare Meter Reads > Manual Meter Reads

    Billing > Meter Reads > Prepare Meter Reads > Manual Meter Reads

    Need the ability to print in usage order from high to low usage.

    Submitted on behalf of the 2022 National User Conference

    2 votes

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