UMS
147 results found
-
Accepting Dispute/Payment Reversals Yes or No instead of Automatic Yes
When accepting a dispute, there should be a yes or no option to do a Payment Reversal instead of and Instant one. This would help, since it takes a week or so to have the funds removed from a CUSI deposit into the bank and it can cross over months
2 votesWe need more votes on this request.
-
Sewer on and off date options for customers that are considered snowbirds
Currently we do not have the option to stop and turn on the sewer services for customers that leave for 1 plus months out of the year. They receive a base rate of $23 for having a water meter; but will not be charge for the 10 plus days they were still occupying the house for
sewer services. By having this ability, it would eliminate human error to remember to turn the services back on.2 votesWe are looking for more votes on this request. Please vote on this item if this is something you are interested in seeing.
-
For the Service Request Manager, have an option to email a utility employee a request has been made.
Once a prospective customer fills out a request for service online, have UMS send an email to an employee at the utility.
2 votesWe are looking for more votes on this request.
-
mail server update
I want to be able to email from my primary email address with Outlook, but you guys need to update the mail server security. So, It will work with business emails linked to our domain names. Below encryption needed
SMTP encryption
STARTTLS
1 vote -
Detailed email history from using Customer Contact Wizard
The emails that are sent through Customer Contact Wizard currently only show customer name / account number / date email was sent / and subject of email through the report. There is no history of communication on the user's account. I think there should be detailed email history available so it includes email body and/or the ability to cc the utility admin on all correspondences through customer contact wizard. In addition, being able to view every communication through the user's account (control panel).
1 vote -
universal sorting features
So, I guess the better option would be if I can sort it this way here, I want to be able to sort it that way anywhere.
It seems to be a common theme in a few threads. "Limit to" should be universal to all reports. "Sort by" should also be universal to all reports.
I can do a whole diatribe on mining data, but the nutshell is that we shoudl be able to pull and sort all of our data any way we like because we all have different needs and new things come up that deter our ability…
1 vote -
rate code grouping
We have many rate codes that go to either water or to sewer. When running reports like an AR or aged, or open balance it would be nice to have a feature in the code filters that allows us to select all of the rate codes in a service group. This way instead of me individually selecting 15 water service rate codes to get a report for water I would select something that automatically picks the water rate codes and none of the sewer rate codes.
I'm assuming I'd have to pre-set something in the setup section, but if it…
1 vote -
CWP from UMS account
How cool would it be if we are working with a customer in UMS and we could click a button that opens up their location on the CWP.
And similarly, a button on the CWP when in CSR view that opens up the corresponding location in UMS.
1 vote -
Highlight note in message center
Would it be possible to highlight in yellow a note in the message center?
1 vote -
Transaction History by Payments or Charges Only
In the History tab, transactions have options for limiting/sorting what you can view. It would be helpful if we could limit viewing transactions by Charges, Payments, or Misc Charges only.
1 vote -
Rate Code List Changes
We use the Rate Code List Report to verify that we have successfully changed all of the PGA rates from month to month. We print it to have a record that the price was changed. In a future update, you might consider adding a date selection to this report, as it prints all dates and that can make for a lengthy report. We really only need the most one or two recent changes.
1 vote -
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.
1 vote -
Add summary option to the charge register
In the charge register report, would be great to have an option for a summary type report. We currently have to pull the entire report (4000 pages) in order to see just the last pages of summary information.
1 vote -
ability to limit reports by zip code
Utility must submit numerous status reports to Public Service Commission on disconnects for non payment, penalties, etc and they require them to be enumerated by zip code. The expectation is that eventually there may be special rates for certain zip codes. Currently numerous reports are being exported to excel, combined and then sorted to gain the required reporting information.
1 vote -
Retain History of Budget Billing
We need to be able to look back and see the history of what customers have paid in previous years on budget billing. Once the new amount for the coming year is established, then the past amounts are no longer tracked so we cannot see the trends/history when discussing with the customer.
1 vote -
Be able to flip the Owner tab to a Renter tab so you can use the account either way.
Posted on behalf of Kristy at Loves Park
1 vote -
Last 4 of Card Number
We would like to be able to see the last 4 of the card number on the Autopayment tab.
Posted on behalf of Kristy at Loves Park
1 vote -
Edit Reporting Available for Scheduled Tasks in UMS.
Under Management > Schedule Tasks. We would like to be able to pick different reporting other than Aged Receivables. Our specific report we need is Pre Posting Financials Review.
Posted on behalf of Kristy at Loves Park
1 vote -
Cancel linked Service Work Order after posting a Transaction Reversal for a Shutoff
Develop a process to allow end users to cancel, or at least be reminded to cancel, a Service WO that is linked to a Shutoff that was recently reversed using the Transaction Reversal Wizard.
1 vote -
Refund List Report Sort Ascending/Descending
You can currently sort the report by "date of refund" but it defaults to newest to oldest ascending. We would like to be able to sort by refund date oldest to newest instead.
1 vote
- Don't see your idea?