UMS
72 results found
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E-bill statement attachments
We would like to have the ability to attach a pdf to e-bill notices to avoid sending out a separate email. This would be especially helpful since we send our Consumer Confidence Report each year with our bill and now will be sending Lead and Copper information with our bills. It is not ideal to have to send another separate email when customers who recieive a paper bill get the notices with their bill. And we are limited to how many emails we are permitted to send. So please make the ability to attach a pdf with the ebill notice.
19 votesAfter further consideration, this item has been declined. Adding attachments to the e-bill process would significantly reduce UMS performance. To remedy this, UMS has a newly enhanced customer contact wizard available for any required customer communication outside of the e-bill process. This feature allows users to limit the communications to only e-bill customers (if desired), as well as allowing them to add an attachment to the communications.
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2023 User Summit-Timestamp on the emails is in 6.9, but they would like to see email.
Timestamp on the emails is in 6.9, but they would like to see email.
5 votesThis request has been declined because this information can be obtained through the mail server sent items.
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Auto Payment Wizard Error Report Re-Print
It would be helpful if the auto payment wizard error report that is generated after you run auto pay to be available in the reporting tab at any given time based on the date auto pay was run. At this time it is only available for a brief moment after you run the process and then disappears once it is closed.
6 votesThis request has been declined because we do not store sensitive data and we use tokenization to process recurring credit cards. We encourage users to save a copy of the report when it is initially created.
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Payment Station
To have a clear separation of the past, current, and total due in the payment station. In UMS it only has the past due and the total due, so the cashier must manually calculate to provide the customer with the current due. Kindly note recommended breakdown below.
• Past due - $106.64
• Current due - $304.18 - March Charge
• Total due - $413.825 votesThis request has been declined due to lack of votes and because past due balance could be up for interpretation.
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Search screen additions
Would be very user friendly to see.....
- A Balance column added
- Allow the Utility Status column to follow the account progression (such as Current-Past Due etc)
What great quick glance information. Thank you
1 voteWe have researched the possibility of adding a balance column in the past and because of crippling performance when searching, we are unable to add a this to the search results. We will, however, consider adding the utility status in the results on a future update.
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Customer should not be able to go back ACH or Credit Card ACH draft after we remove them. But they still should be able to pay with cr cards
Customers should not be able to put themselves back on ACH or Credit Card ACH draft after we remove them due to rejects. But they still should be able to pay with credit cards. We need a code to keep them off ACH or Credit Card ACH draft that still allows them to pay with a credit card.
6 votesThis request has been declined for lack of votes and for the fact that we already have disallowed payment methods that should help.
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Services on Move-In Wizard
Clear pre-filled services on the Move-In Wizard so users cannot click past this in a hurry and add unnecessary things.
7 votesThis request has been declined because this would change the overall workflow process and would affect every user.
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Autopay - Declined Credit Card
When processing autopay, the declined credit card report is only available during the process. It would be helpful if we can the option in reports to pull it again if needed.
1 voteThis request has been declined because we do not store sensitive data and we use tokenization to process recurring credit cards. We encourage users to save a copy of the report when it is initially created.
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Customer address changes
When A customer changes their mailing address, it should effect all future billings only. Currently it compromised the integrity of our historical data and we don't want that to happen. Please make this change.
13 votesThis work item was declined due to the existing workaround ability of viewing the audit tab for any address changes and obtaining address information as to where a statement was sent. This feature would be a major overhaul to UMS as to how bills and forms are processed within UMS. CUSI also recommends saving a PDF copy of your statements at the time of creation so this historical information would be accessible at any time.
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Ability to Delete a Service from a Location
We would like to have the ability to DELETE a Service, when Service has been Abandoned and Meter has been Removed.
5 votesThis request has been declined. There is some historical data preventing the deletion and the dependency error is intended behavior.
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Account Wizard should NOT have to uncheck make payments
When using the Move In Wizard...make payments now is prechecked. Please remove as this may cause errors .
5 votesThis request has been declined because this would affect all users moving forward and also because of the lack of votes.
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Partial Payment Reversal
There should be an option to post a Payment Reversal for a portion of the original payment. This is necessary when a customer has disputed their payment with the bank and merchant services processes a chargeback for only a portion of the original payment, instead of the whole amount.
2 votesAfter careful consideration, this request was declined because UMS stores payment information with a single unique identifier and splitting a payment would require a complete overhaul of how UMS handles payments.
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Calculating Bills - Progress Bar
After calculating bills and then exporting the statements, there is not progress bar to show you how much longer the exporting process will take. For our company, this can take around 40 minutes and having a progress bar on that screen would be helpful.
4 votesThe rendering of the export file is done outside of UMS. This is accomplished by using whatever default PDF creator the user has on their PC so there is not a good way to track progress of exporting a PDF file directly through UMS.
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assign service orders
Allow the assignment of service orders in bulk. If we could select the routes and assign all orders on those routes to a single tech it would save time. If we have 100 cutoffs we would like to easily split the total by routes and assign techs. All the information is easily seen in the service order control panel but it does not allow you to assign here, without going into each order separately.
6 votesThis request has been denied due to lack of votes and the ability to filter by tech using mobile service orders.
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Settings for which transactions get Automatically Posted
We have a need to NOT POST all CSR transactions until days end. At present, processes such as the Move-In Wizard automatically post Miscellaneous Fee transactions and we do not want them posted. We have a checks and balance system that posts all transactions at the end of the day in the event that an error needs to be addressed. Our administration wants as few adjustments as possible, especially simple error adjustments that can be handled before posting.
7 votesThis work item is being declined. Changing this process would require a major overhaul of existing UMS processes and could have potential unintended effects relating to the application. Please note that miscellaneous fees, deposits, etc. can be entered separate from the Move-In Wizard, therefore enabling the ability to review the transactions prior to posting.
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Transfer partial payment
We would like to be able to transfer part of a payment to one or more accounts.
15 votesAfter careful consideration, this request was declined because UMS stores payment information with a single unique identifier and splitting a payment would require a complete overhaul of how UMS handles payments.
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Service Order assignment
Need ability to enter field worker name in the "assigned to" field. The office workers do not do the work and they are all that are able to be filled in that field.
1 voteService Orders can already be assigned to any account deemed a 'Field Service Worker' or another UMS user with adequate permissions. Please contact your Account Manager for Field Service Tech users, which are designed for this very reason and can even access the web based Mobile Service Order (MSO) platform from the field.
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Service order
SERVICE ORDER - Previous (FINAL) customers name prints on service order. Needs to be blank in the name field unless a new customer has already been moved in before the service order is entered. We have instances where the service (water) is turned on for cleanup and then back off and no customer needs to be listed. We do not put landlords in each time someone moves out.
1 voteCame up with a workaround to create a service order with customer information blanked out for their use in this instance.
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3 votes
This request was declined due to lack of votes and the fact that a lot of reports already have active/inactive filters.
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Revenue class
Locations need the ability to change between revenue classes without impacting prior or future customers at that location. If a house (Residential) is bought & turned into a restaurant (Commercial), the change to Commercial makes all customers who have been there Commercial.
5 votesThis request would require a major overhaul of how the software currently operates. Due to this fact, in addition to the number of votes, we are declining this request. As a workaround, we would suggest creating a new location with the different revenue class instead of changing the revenue class. That way the historical information would remain accurate. Another option is tracking by rate code versus Revenue Class. Rate codes are historically tracked on all financial and consumption records.
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