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10 results found

  1. Mass Add Wizard

    If a Property Manager manages multiple properties, currently, we are having to add the contact to each account with any corresponding notes, attachments, misc fees, etc. For example, if the Property Manager managed 90 accounts, owned by different owners, it would be helpful to have some sort of Wizard Mass add function with the ability to add the accounts we would like to update and have the option of adding any of the listed items at the same time. This would helpful workflow and processing time for staff. We had something similar from our old system and really helped with…

    19 votes

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  2. Payment Arrangement Report

    In UMS a report is needed to show the arrangement balance per account. The report should have the following data elements:

    Account No
    Location No
    Account Name
    Location Address
    Arrangement Number
    Arrangement Status
    Arrangement Frequency
    Arrangement Starting Amount
    Arrangement Current Balance Due (if any)
    Arrangement "Pay Off" Balance

    When running the report, you should have options to limit to all arrangments, unpaid arrangments, and broken arrangments.

    19 votes

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  3. Please lengthen time or eliminate the timing out on Service Orders, they time out too quickly!

    Often while working on Service Orders, they time out too quickly and we have to start over after having entered lots of information that then disappears. It is very frustrating as we are a small operation stretched thin not a lot of time to waste re-doing our work. Is there any way to significantly lengthen the time we can be in a service order before it times out or can we eliminate them timing out altogether? Thanks!

    18 votes

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  4. Adjust Bill

    Include a reference tab when processing “Adjust bill”. This will allow for comments to be entered to clearly specify the reason why we are adjusting a specific charge/month. The feature to enter comments is available when selecting “Adjust”.

    12 votes

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  5. A new report for Locations with No Meters

    UMS needs a report in UMS that will list Locations with no meters installed.

    9 votes

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  6. Sort shutoff service orders by route

    We do all our shutoffs in one day so we need to print service orders for the entire company but it doesn't give us an option to sort by route which would be much more helpful and efficient. We'd like to be able to sort by route when in the create service orders screen during the shutoff delinquency process

    8 votes

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  7. RCC/ACH Removal After Final Bill Payment Processed

    National User Conference 2022: Need an option to remove RCC/ACH information AFTER the payment for the final bill is processed.

    8 votes

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  8. Rate Setup > Prorate Rate Checkbox

    National User Conference 2022: On the Prorate Rate box - add an explanation as to how and when this prorates.

    4 votes

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  9. Rework Disallowed Payment Methods

    We have a customer we would like to disallow online credit card and online check payments for. However, after check marking those methods in the attached screen, the customers is still able to make payments using those payment methods online. It does not keep the customer from being able to make their payment. It only leaves the payment "stuck in Gateway." And then our office either has to refund or import the payment and notify the customer. If the customer attempts to make a disallowed payment, they should receive an error message stating so, and to contact our office.

    2 votes

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  10. Prepare Meter Reads > Manual Meter Reads

    Billing > Meter Reads > Prepare Meter Reads > Manual Meter Reads

    Need the ability to print in usage order from high to low usage.

    Submitted on behalf of the 2022 National User Conference

    2 votes

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