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  1. More information or custom information on error reports

    Being able to see what customer or location numbers that the meter numbers or other information given (depending on what you're doing) are tied to when an error report is produced would make executing resolutions much more efficient. The current workflow has us stopping to look up meter numbers to determine what account each error is on before being able to resolve the error. Custom error report information, or just more identifiable information would be extremely helpful.

    1 vote

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  2. Payment Screen Card Present box

    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

    1 vote

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  3. 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

    1 vote

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  4. Add payment to mobile application.

    It would be very helpful to show if a members account is paid or not on the mobile application our field crews use. This would be efficient during the times the offices are closed, including weekends, when a member is locked out and they make a payment after hours. Currently, we cannot see the status of an account only their name, address, location number, and phone number(s).

    1 vote

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  5. "Limit to" and "Sort by" enhancement

    Please make the "Limit to" and the "Sort by" options available for all reports.

    2 votes

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  6. 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…

    1 vote

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  7. Max Adjustment Amount

    Add a security option where UMS Users have a max dollar amount adjustment they are allowed to enter.

    1 vote

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  8. NFS Set up

    I would like to see the NFS set up changed to allow for a reset of NSFs on an account when a milestone is reached, for instance if the account has not had an NSF for the past 2 years of payment history, the account will reset back to the criteria set by the utility.

    1 vote

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  9. 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.

    1 vote

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  10. 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.

    1 vote

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  11. 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.

    1 vote

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  12. Be Able To Look Up Security Deposits By Their Number or Run A Report With Their Numbers.

    Make a report that we can run with all open security deposit numbers listed. This would help if we are looking to see if a specific security deposit is still on hold or has been paid out.

    1 vote

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  13. Include Mailing Address as a Sort Option for Process Related Reports

    Printing Billing Edit List or any other process related reports (delinquency lists, etc.) - Is there anyway that you can add Mailing Address as a sort option. So that my address are in order. Instead of the address and customers printing out of order. example : Starting with 1 and so on and until ending in 966.

    1 vote

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  14. Entering Rate updates

    When updating new rates, it would be helpful if there was a heading that verified which rate you are working on. If interrupted while keying in the new rates, then CSR has to back all the way out to verify which rate they are working on, and then start over.

    1 vote

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  15. merge location numbers

    I would like to be able to Merge Locations together. IE: a second location was made for an address by mistake...it wouldbe nice to be able to merge that location into another. Thanks.

    1 vote

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  16. 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.

    1 vote

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  17. 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.

    1 vote

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  18. error report after importing data from Fiserv

    error report after importing data from Fiserv needs to include address.

    1 vote

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  19. Export Reports in 'Prepare Meter Reads'

    In UMS, in Reporting we have the capability to export to a CSV but when we go to Billing > Meter Reads > Prepare Meter Reads we're able to find the Meter Reads report, route sheet, and meter exceptions, however we don't have the capability to export these reports like we could for a customer list for example. For those meter reports I'm referring to we have to export from the print preview, but It would be a great enhancement request to export those reports from UMS.

    1 vote

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  20. 1 vote

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