UMS
172 results found
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error report after importing data from Fiserv
error report after importing data from Fiserv needs to include address.
1 vote -
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 voteWe need more votes on this request.
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1 vote
We need more votes on this request.
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Add Customer Balance as a merge field option
So when sending letters, notices, etc to customers, you can send one to the customer with total balance for all locations under that customer. Will save time and money and be more streamline and convenient.
Thank you1 vote -
No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
1 voteWe need more votes on this request.
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Communication Results Report
Add what limit options were used on the delinquency process that triggered the Communication Results report.
1 voteWe need more votes on this request.
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Auto Payment Report
Add a limit option for "Notify in Advance." The report would then display only accounts where the Notify in advance is selected.
1 voteWe need more votes on this request.
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Request for Additional Fillable Fields on Online Service Order Form
Has your service tech. ever opened up a meter changeout work order but was not able to enter the serial numbers for the new meter and/or transmitter in pre-designated fields? Line items for this information can be seen on a printed service order, but there are no field "prompts" for entering this information on an online service order. See below. Please vote for this time-saving, accuracy promoting, environmentally conscious (just say "no" to paper waste) improvement. Thank you!
1 voteWe need more votes on this request.
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Multi document scanning
The ability to scan multiple documents at once in order to save all the files for the customer within their account to have easy access for all their records and not have to have a multi-step process to upload a stack of forms.
1 voteWe need more votes on this request.
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Change Existing Deposit Code
We would like to be able to change existing Deposit Codes in the Modify Deposit Master screen. This way if one is selected incorrectly or needs to be changed for one reason or another then it can be changed without refunding it and reapplying it.
1 voteWe need more votes on this request.
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Option for no statement in Communication Preferences
Some customers do not want to receive a statement at all so it would be helpful to have an option for "no statement" in Communication Preferences. Right now, UMS doesn't allow for there to be no statement option checked.
1 voteWe need more votes on this request.
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Code Filter Count & Code Filter Groups
A total number of code filters selected and the ability to group code filters so that you do not have to select one at a time.
1 voteWe need more votes on this request.
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Make address fields the same for customer # and location #
Make address fields the same for customer # and location # . This process is especially difficult during a move in. There are no Unit or Building number fields on the location side do not exist so after a move in it goes to address line 2 and then doesn't show in the customer profile. See examples. This came from an onsite visit I had with Medina.
1 voteWe need more votes on this request.
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The Ability To Customize The Spacing In Ebill Configuration
Need the ability to customize the ebill spacing in ebill configuration. For example have the ability to change the spacing from single space to double space if need be.
1 vote -
General Ledger Code Groups
When changes are made in Setup > GL Code Groups or Chart of Accounts can we prompt to update everything in tblledger- all historical ledgers?
1 voteWe need more votes on this request.
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Past due balance notification on WATER account for TAX account
It would be VERY helpful for UMS to have a notification, or highlighted section in a water account to alert a past due balance on a TAX account.
1 voteWe need more votes on this request.
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character and space count totals
Since the bill form tends to have limited space for a company, location, and/or customer note, it would be nice if those screens included a total entered character and space count on it so we can see what number we are up to while we are working rather than hopping back and forth between UMS and Word or Notepad++ to tally up characters and spaces.
1 voteWe need more votes on this request.
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on demand autopay with repeat payment lock
so that we can run an autopay file every day and the customers only get drafted once per month based on the date they have selected in their customer web portal.
honestly if a customer wants to set up a weekly autopay draft amount that should be possible too but i'm willing to go for baby steps
1 voteWe need more votes on this request.
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report capabilities help deck
each report has the power to display certain information. there's no location to go and check if a report can display what you're after and it's just not on there right now so you have to open a ticket. a section in help that shows the canned capabilities of each report would be nice. this way when someone asks for an anomaly report we can pick the best option without making and waiting for a ticket. it could be a searchable reports database or something in academy or in ums.
ex show me the reports that include meter serial number
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1 voteWe need more votes on this request.
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less clicks in notes
it takes 3 clicks to get to the calendar for the grace date, 2 clicks to access the notes used for, and 3 clicks to get to the expiration date calendar, and that's all before you actually can click the date. any way to shorten the access clicks or is it some weird setting on my side?
1 voteWe need more votes on this request.
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