UMS
147 results found
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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 votesWe are looking for votes on this request.
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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 votesWe are looking for votes on this request.
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Read Type
Include a column with the ready type in the usage/consumption tab. Currently each month must be selected to verify which month was an actual or estimated reading.
2 votesThis request needs more votes.
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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 votesWe are looking for votes on this request.
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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 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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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 votesThis feature is planned and will be on a future release.
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Integration with ESRI Maps on Mobile Service Orders
Ability to display an Esri map on Service Orders instead of google maps.
2 votesWe are looking for votes on this request.
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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 votesWe are looking for votes on this request.
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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 -
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 -
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 votesPlease vote if this is something you would like to see changed on a future update.
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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 votesWe need more votes on this request.
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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 votesPlease vote if this is something you would like to see changed on a future update.
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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 votesWe need more votes on this request.
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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 votesVote on this request if you would like to see an option to delete unbilled usage on a dependent service if the primary service's unbilled usage was deleted.
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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 -
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 votesWe need more votes on this request.
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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 votesWe need more votes for this request to be considered.
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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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