During the 2025 User Group, feedback was provided that while UMS currently allows filtering by Account Status (Custom Account Status from Setup >> Account Status) on the Create Delinquency screen, this option is not available on the Delinquency Register Report. Utilities, including Northshore, rely on the Account Status flag during delinquency processes. Adding the ability to filter or sort by Account Status on the Delinquency Register would allow users to:

Quickly identify which accounts require delinquency actions.
Make the process more granular and streamlined.
Improve operational efficiency by aligning reporting with existing delinquency workflows.
Business Impact:
Many utilities use the Account Status field as part of their delinquency strategy. Without this filter, staff must manually review accounts, which is time-consuming and prone to error. Implementing this enhancement will improve accuracy and reduce processing time.

Requested Enhancement:

Add Account Status as a filter and sort option on the Delinquency Register Report.
Maintain consistency with the functionality already available on the Create Delinquency screen.

Posted on behalf of Northshore Utility District