UMS
16 results found
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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 votesWe have enhanced the audit process and created a report that will be available in UMS Version 6.9 due out later this month.
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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…
17 votesThis item is planned for a future release due out early next year.
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Be able to change default on Customer
Instead of the default being only Account number, be able to change the default to whatever you need. Like we dont look up by parcel or account numbers we do it by address.
4 votesPlanned in the release of 6.9.
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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 votesA new enhancement that allows the ability to enlarge the size of the control panel will be in version 6.9.
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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 votesThe request to have mobile service orders automatically select the meter if one is present on the location has been planned for our 6.9 release.
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A new report for Locations with No Meters
UMS needs a report in UMS that will list Locations with no meters installed.
5 votesThis request will be added on an upcoming release this fall.
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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" BalanceWhen running the report, you should have options to limit to all arrangments, unpaid arrangments, and broken arrangments.
15 votesThis request has been planned for UMS version 7.0.
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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 votesThis work item is planned for version 6.9.
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Allow future date entry on Miscellaneous Charges
Allow Miscellaneous Charges to be dated in the future. Currently, you can only date miscellaneous charges with the current date. We are able to date miscellaneous charges in the future during the move-in process, but unable to future date if Misc Fee is selected.
2 votesThis work item has been planned for an upcoming release.
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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.
7 votesThis work item has been planned for an upcoming release.
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Update the Counter when a transaction is reversed.
Update the Counter when a transaction is reversed. For example, a Late Fee is added and the Late Charges in the last 12 months updates to 1. The transaction is reversed but the counter stays at 1. Update logic to update counter to 0.
4 votesThis request is currently being worked on.
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Rate Setup > Prorate Rate Checkbox
National User Conference 2022: On the Prorate Rate box - add an explanation as to how and when this prorates.
3 votesThis item is planned for release in version 6.9.
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Payment Screen: Expand Reference Field to Allow More than 26 Characters
In the payment screen, the by reference space is limited (an enhancement request)and is currently set to 26 characters. Could it be increased?
3 votesThis user request will be added in version 6.9 due out in October.
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Prepare Meter Reads > Limit Options > Select All Option
National User Conference 2022: Add a select all option on limit options for route and cycle.
1 voteThis item is planned for release in version 6.9.
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Location ID Sort in Billing
During billing, you can't sort the Meter Exceptions by Location ID order. I would have to export report and sort, then disseminate to field for rereads. Instead, I am running them from Reporting Tab, Meter Exceptions. Logically, everything you need for billings, should be accessible through the billing tab. Trying to explain why we use the dates we do for the UNREAD list in Reporting = a 'does not compute Will Robinson' issue. Thank you
1 voteThis request will be available in version 6.9 due out in October.
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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
1 voteThis item is planned for release in version 6.9.
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