UMS
179 results found
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Do not allow NULL searches
When searching in UMS do not allow space + search or blank + search. If this is allowed provide a warning box that you are about to search for Active Company. Also, disallowing this mirrors the UB4 behavior.
1 voteWe need more votes on this request.
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Additional Rate Option
Need an additional rate option to see 1/1/24 - 1/1/24 as 1 day and not 0 billing the base fee as defined.
1 voteWe need more votes on this request.
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On the account control panel under location, it would be helpful if you could add a from and to date column for each owner or tenant
add a column that shows from and to date, which would show the deration of time each owner, tenant occupied the location
1 voteWe need more votes on this request.
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Clone Message Templates
Need the ability to clone message templates.
1 voteWe need more votes on this request.
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rate code grouping
We have many rate codes that go to either water or to sewer. When running reports like an AR or aged, or open balance it would be nice to have a feature in the code filters that allows us to select all of the rate codes in a service group. This way instead of me individually selecting 15 water service rate codes to get a report for water I would select something that automatically picks the water rate codes and none of the sewer rate codes.
I'm assuming I'd have to pre-set something in the setup section, but if it…
1 voteWe need more votes on this request.
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Highlight note in message center
Would it be possible to highlight in yellow a note in the message center?
1 voteWe need more votes on this request.
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Transaction History by Payments or Charges Only
In the History tab, transactions have options for limiting/sorting what you can view. It would be helpful if we could limit viewing transactions by Charges, Payments, or Misc Charges only.
1 voteWe need more votes on this request.
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Rate Code List Changes
We use the Rate Code List Report to verify that we have successfully changed all of the PGA rates from month to month. We print it to have a record that the price was changed. In a future update, you might consider adding a date selection to this report, as it prints all dates and that can make for a lengthy report. We really only need the most one or two recent changes.
1 voteWe need more votes on this request.
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Add summary option to the charge register
In the charge register report, would be great to have an option for a summary type report. We currently have to pull the entire report (4000 pages) in order to see just the last pages of summary information.
1 voteWe need more votes on this request.
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ability to limit reports by zip code
Utility must submit numerous status reports to Public Service Commission on disconnects for non payment, penalties, etc and they require them to be enumerated by zip code. The expectation is that eventually there may be special rates for certain zip codes. Currently numerous reports are being exported to excel, combined and then sorted to gain the required reporting information.
1 voteWe need more votes on this request.
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Retain History of Budget Billing
We need to be able to look back and see the history of what customers have paid in previous years on budget billing. Once the new amount for the coming year is established, then the past amounts are no longer tracked so we cannot see the trends/history when discussing with the customer.
1 voteWe need more votes on this request.
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Be able to flip the Owner tab to a Renter tab so you can use the account either way.
Posted on behalf of Kristy at Loves Park
1 voteWe need more votes on this request.
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Edit Reporting Available for Scheduled Tasks in UMS.
Under Management > Schedule Tasks. We would like to be able to pick different reporting other than Aged Receivables. Our specific report we need is Pre Posting Financials Review.
Posted on behalf of Kristy at Loves Park
1 voteWe need more votes on this request.
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Cancel linked Service Work Order after posting a Transaction Reversal for a Shutoff
Develop a process to allow end users to cancel, or at least be reminded to cancel, a Service WO that is linked to a Shutoff that was recently reversed using the Transaction Reversal Wizard.
1 voteWe need more votes on this request.
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Refund List Report Sort Ascending/Descending
You can currently sort the report by "date of refund" but it defaults to newest to oldest ascending. We would like to be able to sort by refund date oldest to newest instead.
1 voteWe need more votes for this request.
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Required Fields
Add *Required Field to work orders such as the following:
Name of person completing the task
Meter Read
Meter Number Information.
We think that with these additions it could help with cleaning up the system and things that may get overlooked would not as likely.1 voteWe need more votes on this request.
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let it start numbering new accounts at a number set by the user not by the highest numbered account
Have UMS start numbering new accounts at a number set by the user not by the highest numbered account. We have our regular customer accounts starting with 1353001 and going up. We'd like to set this as the "next account # to use" and then let the system count up from there.
1 voteWe need more votes on this request.
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View Consumption History Through Service Orders
Make it possible to view Consumption History information in Mobile Service Orders.
1 voteWe are looking for more votes on this request.
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Filter Receivables by Age
We would like to be able to filter our AR report by age. For example, being able to pull a report of customers only 30-60 days overdue. Currently, the only way to do that is to export the AR report to Excel. If you choose 60 days in UMS, it groups everyone by 1-60 days.
1 vote
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