UMS
88 results found
-
Mass Entry of Locations
We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.
6 votesWe need more votes on this request.
-
Ability to Split Imported Payments from Gateway
We had a customer make a payment through the CWP. When they paid on the CWP, they paid on (2) locations with the same customer number by making (1) payment. This payment got "stuck" in Gateway and needed to be imported to the customers account(s). Gateway does not give the option to split the imported payment across the (2) locations. If the customer was able to select the (2) locations on the CWP to split the payment, it would be nice to have the option to split the payment when importing from Gateway. Instead, we had to import the payment…
5 votesWe need more votes on this request.
-
Service Orders: add "Open Comments" text to list views within service orders
Add "Open Comments" that can be created with service orders to the list view so that operators do not have to open each service order and can quickly view comments in the list views.
5 votesWe are looking for more votes on this request.
-
Toggle On/Off IVR Payments during delinquency process
We found that in between doing Lien Creation and Lien Write Offs- customers are trying to pay through the IVR Line when they are not supposed to be able to. It would be great if we can get some sort of toggle for the Pay by Phone line so we can turn this configuration off while completing the process. Or even choose to not include recent payments when going through this.
Posted on behalf of Medina County Sanitary Engineering
3 votesWe need more votes on this request.
-
Customers on ACH and on Payment Arrangement
It would be helpful if the Auto Draft would be able to pull the arrangement amount which includes the current amount due. Right now, a customer needs to either remove their Auto Draft information or we must go in and manually (remember to) change the amount that should be drafted each month. See the attachment. There also needs to be a way for there to be a one-time payment, like the $100.00 only, in the arrangement since they must pay something.
Example:
If the bill was $600.00 due 12/15, and their arraignment was that they would
pay $100.00 on 12/15…6 votesWe need more votes on this request.
-
2023 User Summit-Code Filters
Rate Code List - As for the code filters the only thing I was mentioning as of now is that in Code filters on the Services and Rates tab, you can only Add services and rates. You can't Include or Exclude like you can on other tabs for Customer and Locations.
6 votesWe need more votes on this request.
-
Delinquency Notice
When creating our IVR call for delinquency notices, we have the option for IVR and SMS Text. It would be nice to have the option to send emails as well.
3 votesWe need more votes on this request.
-
Meter Change Report
Meter change report – To allow the meter changeout report to include the old and new meter number and reading. Currently the report only provides the old meter information, so we must pull another report and do a comparison with the account numbers to get the new meter information. Also including the removal reason in the changeout report. Being able to properly track the reason why our meters are being changed is very important, so that we can determine if a specific brand or make of meters should be re-purchased. The option to select the removal is available, but its…
7 votesThis request needs more votes.
-
Robo Calls going to more than one telephone number, have more than one primary telephone number.
We would like to be able to have more than one primary telephone number on an account to send Robo Calls to.
Posted on behalf of Kristy at Loves Park
2 votesWe need more votes on this request.
-
Color Coding
The ability to color code accounts. For example, in our old billing system we would be able to mark attributes for an account and some of those attributes were the color codes. See first picture. Different colors meant different things to us here in the office. For example, we had a specific color for tenants and landlords, so that when we were speaking with a customer and pulled up their account we would see the color block and know that we were speaking with a tenant and wouldn't have to search for that information. See second picture.
2 votesWe need more votes on this request.
-
Future Date Read Changes
Allow for mass future dating. Currently unable to set billing periods (prior/current dates) in masse for a future date.
3 votesWe need more votes on this request.
-
Customer Contact Wizard Impovements
(1.) It would be very helpful to see the service address listed in the Customer Contact Wizard as well customer number. Neither of these are included presently. Location number is there, which is very helpful, but when we need to eliminate groups of customers, we do not have associated service addresses memorized and so cannot tell who to eliminate and keep. Why make extra work when we have this awesome, powerful database with all of this information in it? We do not personally need "Linked Account number," but perhaps others do.
(2.) Also, it would be great to add the…3 votesWe need more votes on this request.
-
Reporting Shut Offs by assignment date?
Is it possible to generate a list of customers who’s Account status on the Customer tab on the Account Control Panel is defined as “Shut off.” Additionally, if this report can be generated, can it tell us when the status was changed? The “Date Status Assigned” appears to the right of the dropdown box pertaining to Account status but I was wondering if this could be reproduced in the report I’m looking for.
4 votesWe are looking for votes on this request.
-
Add Alert to Clear Readings before Model Changes
Add an alert/error message in UMS >> Manage Installations. When a user is editing an inventory item to "Change Model" on the device if unbilled meter readings/usage exist the users will not see all models available in UMS. It would be helpful to have an alert displayed instructing the user to CLEAR ALL readings from the meter to see available models.
4 votesWe need more votes on this request.
-
multiple autopay options for the customer
A customer should be able to determine if they want weekly, bi-weekly, or monthly autopays drafted either for the full bill amount or partial bill amount. It would work wonders for collections if they had an autopay option that aligned with the customers' needs. Right now we control the draft and the only clean way to do it is to offer once per month. Using location codes is not a clean way to do this. It should be controlled by the customer from the payment portal and less of a manual process on our end.
Ideally a message saying run…
4 votesWe need more votes on this request.
-
Prevent Duplicate Emails on Communication Wizard
Communication wizard – ignoring duplicates:
You can see below an example. Thornwell Home is an orphanage in Clinton SC with multiple buildings on gas. Their email is in each one. These are just a few of them; there are more. As it is, an email to billing@thornwell.org will go out to each one. I can see the duplicate need for e-statements or payment receipts, but to send an email for something else requires a lot of prep work to delete duplicates. As an example, if we wanted to notify this route that work was being done, each account would get…
3 votesWe are looking for more votes on this request.
-
Request Error Reporting Improvements for Meter Reading Import Upload Excel File
I would request Error reporting improvements for the meter import. Please see attached.
2 votesWe are looking for more votes on this request.
-
budget
I would like to have an "As Of" report that would show how much a customer or range of customers are either ahead or behind on their Budget Billing plan. I know it can be seen on an individual customer's account history, but for our audit we would like to see totals so that we can come to a Deferred/Unearned Revenue balance. If it ever were to come a day to close the business, how do we know how much is owed or due from customers?
3 votesWe need more votes on this request.
-
On payment reversals
it would be helpful if you could indicate if it was reversal was done through the gateway.
3 votesWe need more votes on this request.
-
Add Actual Customer Payment Counts to Pre-Posting Reports
We would like to see total actual customer counts which we are required to report on for daily metrics on tasks that the CSR staff completes. Total number of customer payments accepted is not currently found on Pre-Posting. We need a way for UMS to provide an easy way to determine a total number of payments entered when entering multi-location/account payments for each user. Example take 1 check that applies to 10 rental locations, this is counted as 1 on the Pre-Posting report. We would like to see a total count of Customers accounts that had payments applied to them.
…
3 votesWe need more votes on this request.
- Don't see your idea?