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170 results found

  1. 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 vote

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  2. 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 vote

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  3. 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 vote

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  4. 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 vote

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  5. 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 vote

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  6. 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 vote

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  7. 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

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  8. 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 vote

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  9. 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 vote

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  10. 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 vote

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  11. 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 vote

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  12. 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

    1 vote

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  13. 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 vote

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  14. more robust estimated reads options

    Ex. exclude highest read
    Ex. exclued lowest read
    Ex. use median reading

    1 vote

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  15. pre-break notice

    UMS can track arrangement amount vs current charges, so the pre-break notices should be able to put both of those things on the pre-break notices since both sets of fees are due within the payment arrangement.

    Something on the payment arrangement page that shows where they are like an amortization chart

    1 vote

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  16. scheduled email

    delayed email delivery for the send statement notification feature in bill processing (select a future date and time for it to go)

    1 vote

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  17. adjustment note

    when making an adjustment there should be a section on that screen that allows you to include a statement note with the expiration box so you don't have to go back to the account later

    1 vote

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  18. calendar

    Billing adjustments calendar selection doesn't nave "today" as an option.

    1 vote

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  19. message center note

    Double click a note in message center that opens the full note on the note tab.

    1 vote

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  20. payment arragement deposit

    We require a deposit to start a payment arrangement. It would be nice to include or exclude that deposit payment as part of the arrangement installments. Also, if there is a pending payment on the account we should be able to set up a payment arrangement and exclude the pending payment.

    1 vote

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