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  1. Expiration Date for Disallow Payment Methods

    An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.

    10 votes

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  2. disallowed payments by location and/or customer instead of just customer with expiration

    Function for disallowed payments by location instead of by customer (or if we could do customer and/or location). For example a landlord has mulitple locations, but only one location is not allowed to pay by check. Also an expriation date for each disallowed payment type.

    5 votes

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  3. Make IVR payments labeled as made through IVR system, not as Online Credit Card payments

    IVR payments should be noted as being made through IVR system on customer's transaction history instead of labeled as online credit card payments made through guestpay so if there is an issue with a payment, you can differentiate how payment was made.

    10 votes

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  4. Provide option to add additional emails for a user

    Currently only one email can be added to a user in Security Setup, but a CSR may have 2 emails; their individual email and the CSR group email. Having the option to add a second email to a user's Security Setup will allow payment notification to be sent to the second email, which could be their CSR group email.

    5 votes

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  5. meter report scheduled task

    i have to export the meter list report in order to update another piece of software manually. i'd like to set up a scehduled task for it, but it is not an option. honestly, all of our regular reporting should be able to be set to be a scheduled task.

    4 votes

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  6. Batch Total Report

    Add an option to the Batch Totals report to be able to select batches by user.

    3 votes

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  7. Memorized Report Parameters

    I need to run several reports at the end of every month, and it would sure be nice if we were able to "memorize" each report and have a dedicated folder for "User Reports" to save time at the end of each month. For those that use QuickBooks, I'm thinking something like how you can memorize reports in their program. What do you think?

    7 votes

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    Thank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.

    In order to proceed with this enhancement, we will need additional validation and support from the UMS community. Broader engagement helps us better understand demand and prioritize future development efforts.

    We encourage Uservoice members to review and vote on this idea if this is something you would like to see in a future update.

  8. "Limit to" and "Sort by" enhancement

    Please make the "Limit to" and the "Sort by" options available for all reports.

    10 votes

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  9. budget billing reconciliation automated report

    I would like the budget billing reconciliation report to have an automated option where it sends it to my email as a pdf on the first of each month. Other reports are able to be handled by the scheduled task, I'd like this to be included.

    3 votes

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  10. Add "Device Note" to service order task page

    When crew is out in the field viewing work orders on a computer (iPad), and they pull up a work order, they are unable to see the "device note"/ meter location. It would be helpful if this was added to the viewing screen without having to select "print".

    8 votes

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  11. Choose Estimated Read Date

    when estimating it would be nice to select your "read date" rather than it automatically be the date you estimated. We don't want to change all the read dates for the billing cycle, just the estimated ones. So i guess if there was a way to limit to estimated reads, in the mass date change, that would work too.

    3 votes

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  12. show service address when selecting "Back" drop down

    In Account Control Panel show service address along with numbers shown when selecting "Back" drop down. Showing only location and customer numbers is not something we know by heart, so is not as helpful as looking for someone you looked up a few calls ago and want to check something again or enter information, notes about call, etc. Thank you so much - you all are awesome!

    5 votes

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  13. Including an Unposted Payments Field when Billing

    When you calculate and assess late fee penalties, there is a field to click to include unposted payments. It would be helpful if that was also an option when calculating billing since the timing of posting can affect amount that is shown on a bill and make it confusing for customers and users.

    5 votes

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  14. Email notification on ALL payments made for accounts in shut off status.

    Our system is set up to send us email notifications when a payment is made on an account in shut off status.
    The system will ONLY generate an email if the payment takes the account out of shut off status.
    We have a payment threshold set that any account over $100 will be shut off monthly. For example, If the balance is $150, and the customer pays $51, they will be removed from the shut off list this month, but they will still be in shutoff status because the payment did not satisfy the system requirement. The system only sends…

    7 votes

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  15. Customer Contact Wizard - Calls - Leave Voicemails

    It would be beneficial for our customer base to have voicemails left of the recorded message template call when contacted through the customer contact wizard during an emergency. Without this, customers are screening calls and missing the messages, or calling us back and increasing our incoming call volume. Either way, they are getting delayed information since the system won't leave a voicemail currently.

    2 votes

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  16. APPLYING AUTO PAY CHANGES TO ALL CUSTOMERS.

    When updating the autopay for a customer if they have other autopays it wants to update all accounts, but doesn't show what accounts are setup currently. The only option is yes or no. Can you add another step to show what account #s are setup for the autopay and what current accounts are being drafted

    4 votes

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  17. Subdivision Report

    In reporting add a way to generate a report by Subdivisions.

    5 votes

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    Thank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.

    In order to proceed with this enhancement, we will need additional validation and support from the UMS community. Broader engagement helps us better understand demand and prioritize future development efforts.

    We encourage Uservoice members to review and vote on this idea if this is something you would like to see on a future update.

  18. Pop up box when you dont save while adding services

    We send both monthly and bi-monthly bills. When starting service on a TEMP account, if you do not click save after adding "details" in the location tab, UMS allows you to add a service but when saved, the rate code is missing. When this happens it defaults to the monthly rate which does not bill correctly for a bi-monthly bill.

    There needs to be some kind of pop-up box or something that does not allow you to add a service until the details in the location tab are saved.

    4 votes

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  19. expiration limitation on UDC

    UDC code that can expire. example - no payment plans for a year, apply a no plans udc that expires in a calendar year. they we don't have to manually review reports to put accoutns on and off.

    2 votes

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  20. accomodation request for default font change

    the default microsoft font is not accessible friendly. we should be able to select a font that is more accessible for visual imparement needs as well as for neurodivergents or any other accessibility need.

    2 votes

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