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  1. Manage Broadcasts

    Please consider adding a Date/Time column to the main menu for Manage Broadcasts. You can currently only see the date by looking inside of each broadcast details. It would be easier find campaigns if the dates were in main window, and not just in the details window. It takes extra time to see dig through and find specific items when reviewing broadcast results.

    Submitted on behalf of Chad S. - Hallsdale-Powell Utility District

    4 votes

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  2. Reporting for billing adjustments

    I would like to see better reporting for billing adjustments. Instead of running a transaction list to filter the adjustment type that will then require looking at each individual transaction or account to determine the reason for the adjustment, it would be good to see this reason on the transaction list report.

    4 votes

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  3. 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.

    4 votes

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  4. 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

    4 votes

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    1 comment  ·  Admin →
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  5. Rate Setup > Prorate Rate Checkbox

    National User Conference 2022: On the Prorate Rate box - add an explanation as to how and when this prorates.

    4 votes

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  6. Update filtering in the Gateway Reconciliation

    I’m writing to share feedback regarding the payment type filter feature (eCheck vs. credit card payments) within your Gateway Reconciliation tool.

    Currently, while the option to filter by payment type is available, the filter does not function as expected. Because this feature is presented as part of the service we pay for, it would be extremely helpful for it to work accurately and consistently.

    Having a reliable payment type filter would benefit not just our organization, but many of your customers. For example:

    It would allow reports and totals to reflect actual payment types, rather than a combined total of…

    3 votes

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  7. Change sign up for SMS

    We are having trouble getting people to sign up for text/SMS because it requires them to login to their account online and then change their preferences. It would be nice if we could send them like a link via email that they could click on to approve signing up for texts. Or a simple entry on our website, much like when you sign up to receive a coupon code on a retail website that you just enter your phone number and it sends you a text that you have to reply "Yes" to. The way it is setup just doesn't…

    3 votes

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  8. Break Out Delinquencies in Communication Preferences

    Our organization currently utilizes the system’s Communication Preferences functionality to manage automated notifications related to customer delinquencies. At present, the system defaults all delinquency-related notifications to a single, unified communication preference setting, which is robocall. This creates challenges when we attempt to tailor communications based on the stage or severity of the delinquency.

    Current Process: We run penalties and send out corresponding penalty notices.
    Separately, we process shutoff actions for accounts that have escalated beyond the penalty phase.
    The system’s default robocall configuration applies uniformly to all delinquency stages, without allowing differentiation between penalty communications and shutoff communications.

    Business Need::…

    3 votes

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  9. Automated E-Billing & Autopay Incentive Feature

    This proposal requests the development of a new, touchless software feature designed to automatically reward customers who enroll in both E-Billing (paperless) and Autopay.

    By creating a method for zero staff touchpoints we would be able to maximize the cost savings to our customers and provide a larger incentive (statement credit). That proivdes us the opportunity for boosting customer loyalty to our most efficient customers.

    The feaure would have 3 steps;
    1. Capture ebill (no paper) customers' company number, account number, and location number (the requirements of a mass add/mass adjustment),

    1. When the autopay file is generated any matching sequences…

    3 votes

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  10. disallowed payments by location and/or customer instead of just customer with expiration

    Function for disallowed payments by location instead of by customer (or if we could do customer and/or location). For example a landlord has mulitple locations, but only one location is not allowed to pay by check. Also an expriation date for each disallowed payment type.

    3 votes

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  11. meter report scheduled task

    i have to export the meter list report in order to update another piece of software manually. i'd like to set up a scehduled task for it, but it is not an option. honestly, all of our regular reporting should be able to be set to be a scheduled task.

    3 votes

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  12. Choose Estimated Read Date

    when estimating it would be nice to select your "read date" rather than it automatically be the date you estimated. We don't want to change all the read dates for the billing cycle, just the estimated ones. So i guess if there was a way to limit to estimated reads, in the mass date change, that would work too.

    3 votes

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  13. All capital letters for the parcel number

    Can be changed or an option added to have the parcel number in the location tab, only be entered as capital letters? When the parcel number is entered with lowercase letters by mistake, it conflicts with some of our programs that use this information.

    3 votes

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  14. Batch Total Report

    Add an option to the Batch Totals report to be able to select batches by user.

    3 votes

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  15. Not Having 'Make Final Billed Utilities Inactive' on 'Next Customer'

    During the move out process we are seeing that when we have a 'Next Customer' selected the 'Make Final Billed Utilities Inactive' box grayed out. This is causing issues when we have situations like if a customer has a returned payment we have to go back in and make the previous finaled account's services active again in order to process the returned payment. We would like an option to leave the 'Make final billed Utilities Inactive' unchecked despite having a 'Next Customer' or not

    3 votes

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  16. 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

    3 votes

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  17. Add forwarding address field to cancel service request

    Add forwarding address field to cancel service request

    3 votes

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  18. 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)

    3 votes

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    Thank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.

    In order to proceed with this enhancement, we will need additional validation and support from the UMS community. Broader engagement helps us better understand demand and prioritize future development efforts.

    We encourage Uservoice members to review and vote on this idea if this is something you would like to see on a future update.

  19. 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.

    3 votes

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  20. Notifications when payments are made on lien accounts

    UMS Users would like to receive notifications when payments are made on lien accounts; similar to when payments are made shutoff accounts.

    Posted on behalf of Northshore Utility District

    3 votes

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