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  1. Service Orders: Automatically select the Meter

    Creating based on User Conference feedback:

    When creating a service order, and the location has a meter associated with it, we would like to see the Meter automatically selected instead of having to manually do it on every service order. As part of our business process, we always select the meter on every service order. It would save time and generate efficiency.

    23 votes

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  2. 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…

    20 votes

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    1 comment  ·  Admin →
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  3. 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.

    20 votes

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  4. 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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  5. Filter Options For Miscellaneous Rates

    Referring to Ticket 89901 (images available)

    When filtering reports or any limit option by rate codes, Miscellaneous does not have the ability to choose the rates we have added to our system, instead it gives a generic "MISC or "MISCM". It would be helpful to pull reports with the ability to differentiate the different types of Misc rates rather than having to spend the time to filter the file each time we pull a report. It will be extremely helpful also when posting transactions.

    17 votes

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  6. Consumption History Top 10 Users

    National User Conference Request: Need the ability to run the Consumption History report and pull the top 10 users for the period. This should be the overall top 10 users (sum of the time period) and not per billing.

    15 votes

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  7. Add the "View History” functionality from Enter Readings (similar to CBSW)

    Add the "View History” functionality from Enter Readings (similar to CBSW) to quickly reference usage history when editing reads.

    13 votes

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  8. Expired Credit Card Report

    I am reaching out about the expired credit card report that we pull monthly. Is there a way to only pull the expiration month and year for what we are looking for? I know there is an option to deselect customers when running the report before sending them a reminder email. It would be easier if we could put in a date range we are wanting to run.

    As an example –
    We processed January’s expiring credit card report. When the report was generated there were 249 customers listed on the report, only 38 were for January 2023 expiring credit…

    12 votes

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  9. Expired Recurring Credit Cards: AutoPay Filter

    When using the Expired Recurring Credit cards feature, it would be useful to have a filtering option to filter to Auto-Pay expired cards verses all wallet items that a web user has saved when generating the report to send notifications to customers.

    12 votes

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    This has been completed for UMS Version 6.10.  Please reach out to tech support to schedule an upgrade if you need this feature.  The report is now limited to only recurring credit cards now limited to expiration month/year.

  10. Audit Trail

    To provide a more in-depth audit report. For example, we would like to know who changed or deleted the phone number or email address, or who edited to usage rate. Currently the audit report only shows who viewed the account and not any changes that a specific user made.

    10 votes

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  11. Print Auto Pay Statements Separately

    We would like to be able to print statements for Auto Pay customers (or credit/zero balance customers) separately, so we can send those bills without return envelopes. Currently, you can exclude those types from your bill run, but you cannot then run them separately.

    10 votes

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  12. 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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  13. 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.

    9 votes

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    We had to compromise and now added the ability to remove expired recurring credit cards while limiting to only final billed accounts, which is available in UMS version 6.10.  We will look into possibly removing ACH information for final billed customers at a later date.

  14. Credit Card Failures

    We would like to see emails automatically sent to customers who's reoccurring credit card payments fail stating the same error we receive on the error report

    8 votes

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    Recurring credit card payment notifications are automatically sent to the customer (whether successful or unsuccessful) based on what Communication Preferences the customer has selected on the 'Autopay Notices' preference.

  15. Notes Tab

    In the note section it would be nice to be able to see any emails that are sent from UMS to the customers. Whether it be a notifications like delinquencies and shut offs. We are only able to see the statements that are emailed out.

    8 votes

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    As previously mentioned, these email notifications (Statements/Delinquencies/Shutoffs) are now present in the customer's "Email History" view under the History Tab as of UMS version 6.8+. These email notifications will show for any customer that has been sent these emails through UMS processes. In order for a customer to receive these emails, they need a valid email on the account, as well as the email communication preference for Delinquencies.

  16. UMS Client Display Resolution Scaling

    We would like to see a change implemented in the UMS client to prevent the need for manual PC changes for each user with a High DPI monitor.

    There is a workaround for the UMS Client not rendering properly when the user’s scaling is set to a high number. We have a user with a 1440p monitor and scaling at 250%. Her screen before/after the change are attached. After following these directions, her screens look “normal” https://www.brankovucinec.com/fix-remote-desktop-dpi-scaling-issues/

    We were also provided a manual work around of settings that could be changed on each PC: by right-clicking the icon for UMS.…

    7 votes

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  17. Multiple Penalties & Interest Options

    The functionality allows users to create multiple penalties and interest rates, however, when going to calculate it, the system always defaults to one. It would be easier to have the multiple option so that users can use specific rates with a variety of accounts.

    6 votes

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    Because interest and penalty codes are specifically tied to the rate, multiple interest/penalty codes are currently permitted and functional within the software.  Please reach out to technical support if you need help setting these up. 

  18. Error hint in Manual payments - Location column

    When you have a customer who has a final address and a current address under the same customer number, the system does not notify you to enter the location number while imputing manual payments. It will automatically apply to the final account which has caused a headache with billing errors.

    It would be nice if it gave the little red exclamation mark like it does for final accounts when you try to put in a greater payment then due or if it would pull up the locations so you could pick the correct one.

    6 votes

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  19. indicate estimated reads on the usage screen

    I would like to see some type of indication on reads that are estimated on the usage screen (everywhere would be awesome). I know I can select each one and see the read type; however, to see it on the chart would be great. At a quick glance, I could tell the customer how often it is estimated.

    I would like to see it on the printouts also. When submitting information for Federal and State loans, we must indicate which reads are actual and which are estimated for every account for 3 years. VERY time consuming to check each and…

    6 votes

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  20. Draft information change/editing audit tracking

    When "editing" the existing auto payment record on a customer account, if you leave the auto field as bank account and just change the bank routing or account number, this change does not show in the audit tab. For auditing purposes, it would be beneficial if all changes showed.

    5 votes

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