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  1. 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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  2. 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.

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  3. Max Adjustment Amount

    Add a security option where UMS Users have a max dollar amount adjustment they are allowed to enter.

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  4. 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.

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  5. Include Mailing Address as a Sort Option for Process Related Reports

    Printing Billing Edit List or any other process related reports (delinquency lists, etc.) - Is there anyway that you can add Mailing Address as a sort option. So that my address are in order. Instead of the address and customers printing out of order. example : Starting with 1 and so on and until ending in 966.

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    Thank you for submitting your enhancement request.

    We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.


  6. Entering Rate updates

    When updating new rates, it would be helpful if there was a heading that verified which rate you are working on. If interrupted while keying in the new rates, then CSR has to back all the way out to verify which rate they are working on, and then start over.

    1 vote

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    Thank you for submitting your enhancement request.

    We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.


  7. error report after importing data from Fiserv

    error report after importing data from Fiserv needs to include address.

    1 vote

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    Thank you for submitting your enhancement request.

    We appreciate your initiative and the value your idea brings. To move forward with this enhancement, we require additional support from the broader user community.

  8. 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 vote

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  9. 1 vote

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  10. 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 you

    1 vote

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  11. No Credit Cards After

    Create a company option for No Credit Card Payments after X disputes for accounts.

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  12. Communication Results Report

    Add what limit options were used on the delinquency process that triggered the Communication Results report.

    1 vote

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  13. 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 vote

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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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.

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  19. 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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  20. 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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