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  1. Open Balance and Aged Receivable

    Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.

    2 votes

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  2. Include Route on Payment Receipt

    This month we had over 400 customers to disconnect. I was hoping we would have been able to change the Communications email that is sent once a customer makes a payment, to include the Route# that the customer is in. This feature would be so much more helpful than to have to look it up in the system. The email that is currently received only has:

    Payment(s) have been made to the following shutoff account(s):
    Account Location Amount

    I've messaged Tech support and was advised that the format of that email is a base format for all customers and are…

    2 votes

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  3. Backflow Testers

    My backflow device tester history is very long. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore or have expired licenses to keep my list shorter an up to date.

    2 votes

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  4. Backflow Tester List

    My backflow tester list is very long and hard to find people quickly. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore and have long expired licenses to keep my list short and updated.

    2 votes

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  5. If Aged Receivables has an option to select unposted payments

    This would be great so that if the customers made an unposted payment, they would still show as paid on the AR report.

    2 votes

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    Thank you for your suggestion! We appreciate your input and see the potential value in this enhancement. At this time, we need additional votes and support from other users to move this request forward.

    Your engagement helps us prioritize improvements that matter most to our users.

  6. open account in UMS from email link

    UMS sends an email when a customer signs up for autopay. This is a great feature because we check the account to make sure they are not paying multiple locations by accident.

    It would be super awesome if the email we get could include a link to open the corresponding account in UMS.

    2 votes

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    1 comment  ·  Admin →
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    Thank you for submitting your enhancement request.

    We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.

  7. Filter Receivables by Age

    We would like to be able to filter our AR report by age. For example, being able to pull a report of customers only 30-60 days overdue. Currently, the only way to do that is to export the AR report to Excel. If you choose 60 days in UMS, it groups everyone by 1-60 days.

    2 votes

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    Thank you for submitting your enhancement request.

    We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.

  8. Multi Location Payments

    We are wanting to edit the logic of X amount of NSFs goes to Cash Only for Multi Location Payments. We found that when one customer makes a payment across multiple locations and it has to have an NSF that each location will count towards the cash only NSF count. If we have one payment across multiple locations we expect it to issue one NSF towards the cash only count under Setup > Company.

    Posted on behalf of Jackson Co Water & Sewage 30549

    2 votes

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  9. SERVICE ORDER Status

    When choosing OPEN or CLOSED or PENDING you can choose it very easily and does not give you a " ARE YOU SURE" A second chance to make sure you are choosing the right status. We have found a few service orders that CLOSED was accidently chosen and was never done. I feel this needs a second verification.

    2 votes

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  10. External service order columns list (ElementsXS)

    I think the External Service orders should have different columns then what are provided. We are using Elements for external service orders and so the Service Order No. should be replaced with the Task No. Also, the Scheduled End and Actual Start dates are the least important dates and should be replaced with the Problem and Resolution fields so that there is immediate access to what happened in the field instead of having to open the task itself.

    2 votes

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  11. Suppress Early Pay Discounts on Final Bills

    We do not allow any discounts for early payment on Final Bills. This means we presently have to manually adjust each Final Account after the bill is paid. It would be great if UMS could simply not enter a discounted amount for Final Bills.

    2 votes

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  12. 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.

    2 votes

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  13. SERVICE ORDERS Date due VS Scheduled Date

    Date Due VS Scheduled Date. To me this is the same and it auto populates with todays date in the Date Due, the scheduled date is the date you choose for the workorder to be done.

    Can the DATE DUE be changed to say either Todays Date OR Date S/O Created? Very confusing for our Techs when those to fields come to them with two different dates. Missy

    2 votes

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  14. 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!

    2 votes

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  15. Lien Creation

    Can we choose to include Final Accounts in the Lien Creation Delinquency calculation?

    Posted on behalf of Del Oro

    2 votes

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  16. 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."

    2 votes

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  17. 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

    2 votes

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  18. 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.

    2 votes

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  19. use adjustment

    the adjustment report doesn't show usage adjustments, only dollar values. if we adjust dollars and gallons it would be beneficial to see both on the posting totals report

    2 votes

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  20. open balance over dollar value

    cbsw used to allow us to run an open balance report for accounts over a certain dollar value. i don't see the option anymore so i have to export it and then sort it. too many steps

    2 votes

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