UMS
181 results found
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Mass add UDC (User Defined Code) via CSV file
Capability to mass add UDC via CSV file. Example: I run a report to send letters to customers about a payment plan offer. I can also then use that file to mass add a UDC for one of our payment plan options so our reports can include/exclude them based on our future follow-up needs.
The current Mass UDC add is only by other limiters, which would not suffice.
1 vote -
Viewing Past Due Balances for Accounts with Multiple Locations
We would like to see the past due balances total up somewhere. We have customers with many locations and to have to total them outside of the program just seems to not be very helpful and takes longer to post a payment. Trying to save time and work easier not harder.
1 vote -
delete purge old customer data, history, re-use number
I would like the option and ability to select customers to remove/ delete after a period of inactivity that I choose such as 5 years, 10 years, etc. It would not affect Location notes, data, items specific to location, would not affect meter changes/ data but would delete that specific customer's financial history and make their customer number now available for use. - for customers that move away and never return, for instance; their data taking up space. My desire would be that this is a manual task I would elect to do every 5 years. It would be great…
1 vote -
Location No. search
Would you please add a column to the Location No. search selected from the Account Control Panel that shows final date for each result for that location that has a final status after "Utility Status" column so that we can readily see which final result is the most recent?
Thank you so much, God bless, and we look forward to hearing from you!
1 vote -
APPLYING AUTO PAY CHANGES TO ALL CUSTOMERS.
When updating the autopay for a customer if they have other autopays it wants to update all accounts, but doesn't show what accounts are setup currently. The only option is yes or no. Can you add another step to show what account #s are setup for the autopay and what current accounts are being drafted
1 vote -
show service address when selecting "Back" drop down
In Account Control Panel show service address along with numbers shown when selecting "Back" drop down. Showing only location and customer numbers is not something we know by heart, so is not as helpful as looking for someone you looked up a few calls ago and want to check something again or enter information, notes about call, etc. Thank you so much - you all are awesome!
1 vote -
Create a .msi installer so it's easier for Intune Deployments.
Currently there is only a .exe installer. It would be nice to have a .msi installer so we could use it for things like Intune deployments. You can use .exe with Intune but .msi setups are much easier for that.
1 vote -
Add forwarding address field to cancel service request
Add forwarding address field to cancel service request
1 vote -
Option to require phone number update with login
Why can't we have the option to require an updated phone number from the customer in order to login.
1 vote -
Mass Add Misc Transactions through Grid View
The Mass Add Documents, Notes, and Contacts feature utilizes a grid view to facilitate the entry of applicable accounts.
We request the implementation of a similar grid view for entering accounts to add miscellaneous transactions in bulk. The current functionality of the mass add miscellaneous transactions feature does not meet our requirements. Please refer to the attached screenshot for further reference. This request is posted on behalf of Calaveras PUD.
1 vote -
Please reinstate the ability to view 2nd Party Notifications under the Billing process
During the Suspension notice process (under Billing>Create Delinquency) we used to see the 2nd Party Notifications that were generated for Contacts with that Communication Preference checked when selecting "Preview Unposted Notice." But now, they can only be viewed by closing that box and going to Reporting >Notices > Shut Off Notice. Once I verify that they 2nd Party Notification notices look okay, I have to close that box and go back and re-populate the Create Delinquency box to go on to Post the notices. This is a major time waster. Please restore the 2nd Party Notifications to be part of…
1 vote -
Expiration Date for Disallow Payment Methods
An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.
1 vote -
Mass Add via Spreadsheet
The much-vaunted mass-add wizard is now over a year old, and is essentially useless. The data entry is clunky, you have to click multiple times to complete each line, it's barely faster than one-at-a-time entry. The ability to provide a .csv or other spreadsheet listing the information would make this actually good, enabling tab stops so you don't have to stop and click with the mouse in between each cell would at least make it usable.
1 vote -
Lock Penalties to Billing Dates
Our Billing process requires that we date bills for specific dates, so if those dates are on a weekend we process the bills on the following work day. The problem we run in to is that this happens infrequently enough that we occasionally have someone forget to change the date when setting up the late fees. It would be helpful if we could have a full billing process where we set the date at the beginning and it will persist through the rest of the process instead of resetting to today's date at each step (generate late fees, post, generate…
1 vote -
Automatically Revert Rate Codes on Move Out/Move In
For things like Low-Income Discounts, it would be very helpful if UMS would revert to the default, non-discounted rate codes when you move out the customer with the discounted code and moved in a new customer
1 vote -
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 -
Max Adjustment Amount
Add a security option where UMS Users have a max dollar amount adjustment they are allowed to enter.
1 vote -
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 -
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 -
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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