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UMS

188 results found

  1. Suppress Early Pay Discounts on Final Bills

    We do not allow any discounts for early payment on Final Bills. This means we presently have to manually adjust each Final Account after the bill is paid. It would be great if UMS could simply not enter a discounted amount for Final Bills.

    2 votes

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  2. Communication for accounts with multi locations

    If a single customer is billed for multiple locations and they are set up for IVR/SMS notifications, UMS will send a test/call notification for each billed location instead just calling/messaging once for that customer. We want an option to disable and send only one notification.

    2 votes

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  3. 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.

    2 votes

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  4. NEED option for a different Bill Format online for a different rate code

    In California, SB998 and other legislature require we use the number of occupants, lot size, and irrigable area in calculating the customer indoor/outdoor rates. We do NOT use this same formula for non-residential customers. We need anyone logging on to view their bill through the customer portal to be able to see the correct information (simple three tiers for non-res) for THEIR rate code. We have been told this isn't possible. MAKE CUSI MAGIC!

    2 votes

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  5. Lien Creation

    Can we choose to include Final Accounts in the Lien Creation Delinquency calculation?

    Posted on behalf of Del Oro

    2 votes

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  6. Total on draft/ autopayment report please

    I printed this report for the first time to verify the nacha file i made was correct. would be much easier to verify if this report showed a total.

    1 vote

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  7. Have all reports display the Account number the same way

    When pulling multiple reports, some display account numbers with leading zeros, while others omit them. This inconsistency creates an additional step when using Excel to combine or compare data across reports. Either format would be acceptable, provided the account numbers are displayed consistently in all reports.

    1 vote

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  8. Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in

    Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in UMS, and vice-versa?

    1 vote

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  9. schedule enable/disable scheduled ach

    Be able to schedule an enable or disable for scheduled ACH. Background: I'm going away and there will not be anyone to process them, so we don't want the customers to have access during that time.

    1 vote

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  10. Report Criteria

    Please, please add the same limitation criteria for all reports within UB4, this is a very important tool for us that we cannot use for all of our reports. It would also be helpful to have date selections on all reports. Also, it would be helpful to have better sorting of report information too. If we sort by customer name, location number, etc. our reports are all over the place!

    1 vote

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  11. Manual removal of shutoff status or allow for different threshold customization

    We allow our customers to pay their past due bill to avoid shut off, rather than the entire account balance. Their account will show 'shutoff' unless they have a zero balance. This is contradictory to our policy and confusing to customers. I would also like to be able to customize the shutoff notice that is sent, like we can do with our email statements.

    1 vote

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  12. Cities in search results

    The ability to view service address cities in the search results box would be amazing! Often times we're looking for an address that is more generic, and we have to click on multiple people and open their accounts to view the city and see if it is the correct account. A huge time saving improvement!

    1 vote

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  13. wants to add "User closed" on the service order control panel

    created on behalf of Greater Ouachita

    wants to add "User closed" on the service order control panel to determine who actually 'closed' the service order.

    1 vote

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  14. Mass add UDC (User Defined Code) via CSV file

    Mass add UDC code via CSV file. Current mass add udc cannot be limited far enough.

    Example: I run a report and also want to limit out those same accounts for future follow-up. I can then use the created UDC to include/exclude those locations.

    1 vote

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  15. 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

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  16. 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

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  17. 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

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  18. 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

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  19. 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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  20. 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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