UMS
175 results found
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Revise Consumption DTL Report
It would be nice if the layout of the Consumption History DTL report printed from the Usage tab in UMS could be revised. The report reflects a column labeled "Charges," but the Usage tab in UMS breaks the charges down into "Minimum" and "Total Charge" (which really Total Charge is not the total charge, you have to add those two columns together to get the total charge. The Total Charge column is really the usage charge after the minimum.). It would be nice if the report reflected these two columns individually like the Usage tab does (Minimum and Consumption after…
2 votes -
default card present to be unchecked
In payment screen, need an option to make the Card Present box unchecked as a default. We have to uncheck it every time we take a card payment
2 votes -
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 votesThank 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.
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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 votesThank 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.
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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 votesWe need more votes on this request.
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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 -
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 votesAdditional votes are needed to support this request.
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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 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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Lien Creation
Can we choose to include Final Accounts in the Lien Creation Delinquency calculation?
Posted on behalf of Del Oro
2 votesWe need more votes on this request.
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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 -
Customer Contact Wizard - Calls - Leave Voicemails
It would be beneficial for our customer base to have voicemails left of the recorded message template call when contacted through the customer contact wizard during an emergency. Without this, customers are screening calls and missing the messages, or calling us back and increasing our incoming call volume. Either way, they are getting delayed information since the system won't leave a voicemail currently.
1 vote -
Add Enrollment Date to DRAFT for Checking
Right now you can see the enrollment date when they set up auto pay with a credit card but it does not show the enrollment date they start auto draft from a checking account. This would be helpful to see this without pulling the file to see when they signed up for it.
1 vote -
Manual removal of shutoff status or allow for different threshold customization
We allow our customers to pay their past due bill to avoid shut off, rather than the entire account balance. Their account will show 'shutoff' unless they have a zero balance. This is contradictory to our policy and confusing to customers. I would also like to be able to customize the shutoff notice that is sent, like we can do with our email statements.
1 vote -
Provide option to add additional emails for a user
Currently only one email can be added to a user in Security Setup, but a CSR may have 2 emails; their individual email and the CSR group email. Having the option to add a second email to a user's Security Setup will allow payment notification to be sent to the second email, which could be their CSR group email.
1 vote -
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.
1 vote -
budget billing reconciliation automated report
I would like the budget billing reconciliation report to have an automated option where it sends it to my email as a pdf on the first of each month. Other reports are able to be handled by the scheduled task, I'd like this to be included.
1 vote -
expiration limitation on UDC
UDC code that can expire. example - no payment plans for a year, apply a no plans udc that expires in a calendar year. they we don't have to manually review reports to put accoutns on and off.
1 vote
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