UMS
173 results found
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Include Route on Payment Receipt
This month we had over 400 customers to disconnect. I was hoping we would have been able to change the Communications email that is sent once a customer makes a payment, to include the Route# that the customer is in. This feature would be so much more helpful than to have to look it up in the system. The email that is currently received only has:
Payment(s) have been made to the following shutoff account(s):
Account Location AmountI've messaged Tech support and was advised that the format of that email is a base format for all customers and are…
1 vote -
MSOs showing open/closed by default, should show open only by default
When a tech logs into Service Orders they should only see open by default.
3 votes -
Have Consistency with Account numbers when pulling reports
When pulling multiple reports into a CSV file one report will have the leading zeros and another report will not have them. Resulting in a lot of time wasted editing the report to work with it. We would prefer not to have the leading zeros if that is available.
1 vote -
Location Field for Service Line Material
Several Utilities have to report on the service line material for DEQ. Typically, this is referred to as Copper and Lead reporting, however there can be PVC or Galvanized, etc. We would like a field added on the location tab under details for Service Line Material. I also would like this added to code filters for reporting purposes. Currently, we have to report on the Customer Line and the Utility Line, it would be nice to have a field for each. This field also needs to be added to the mass meter changeout program to populate this for service lines…
13 votesWe need more votes on this request.
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Max Adjustment Amount
Add a security option where UMS Users have a max dollar amount adjustment they are allowed to enter.
1 vote -
Include option to add name of sender on ebills
We would like the ability to change the name of the sender when send out e-bills. The email address we use for our billing is csr@(company name) and the sender shows up as csr when someone receives an e-bill. It would be nice if we could change that to our company name so the recipient could tell at a glance who the email is coming from. We have some customers stating they didn't receive our bill and upon further inspection they find that they did receive it and didn't realize it was from us.
2 votes -
Multi Location Payments
We are wanting to edit the logic of X amount of NSFs goes to Cash Only for Multi Location Payments. We found that when one customer makes a payment across multiple locations and it has to have an NSF that each location will count towards the cash only NSF count. If we have one payment across multiple locations we expect it to issue one NSF towards the cash only count under Setup > Company.
Posted on behalf of Jackson Co Water & Sewage 30549
2 votes -
Larger font size in windows and in printout reports
On the Account Control Panel window, it is possible to increase the size of the window, and therefore the font, of the window. This is very nice and we just discovered it was possible.
Would like for this to be possible for all windows and also for printed reports. Some of the printed reports are very small font and very hard to read.3 votes -
NFS Set up
I would like to see the NFS set up changed to allow for a reset of NSFs on an account when a milestone is reached, for instance if the account has not had an NSF for the past 2 years of payment history, the account will reset back to the criteria set by the utility.
1 vote -
Backflow Testers
My backflow device tester history is very long. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore or have expired licenses to keep my list shorter an up to date.
1 vote -
Backflow Tester List
My backflow tester list is very long and hard to find people quickly. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore and have long expired licenses to keep my list short and updated.
1 vote -
If Aged Receivables has an option to select unposted payments
This would be great so that if the customers made an unposted payment, they would still show as paid on the AR report.
1 vote -
SERVICE ORDER Status
When choosing OPEN or CLOSED or PENDING you can choose it very easily and does not give you a " ARE YOU SURE" A second chance to make sure you are choosing the right status. We have found a few service orders that CLOSED was accidently chosen and was never done. I feel this needs a second verification.
2 votes -
Be Able To Look Up Security Deposits By Their Number or Run A Report With Their Numbers.
Make a report that we can run with all open security deposit numbers listed. This would help if we are looking to see if a specific security deposit is still on hold or has been paid out.
1 vote -
Include Mailing Address as a Sort Option for Process Related Reports
Printing Billing Edit List or any other process related reports (delinquency lists, etc.) - Is there anyway that you can add Mailing Address as a sort option. So that my address are in order. Instead of the address and customers printing out of order. example : Starting with 1 and so on and until ending in 966.
1 vote -
Entering Rate updates
When updating new rates, it would be helpful if there was a heading that verified which rate you are working on. If interrupted while keying in the new rates, then CSR has to back all the way out to verify which rate they are working on, and then start over.
1 vote -
Arrow key for Gateway Reconciliation dates
Hello!
if it would be possible to add arrow keys forward/back for the date selection on the gateway reconciliation that would be an amazing quality of life update so that we could just go next day, instead of clicking each day twice it would help a lot especially when we have to go through whole months day by day.3 votes -
It would be helpful id the techs and filter service orders by all that are due "today" This way they can only look at the ones that are due
It would be helpful id the techs and filter service orders by all that are due "today" This way they can only look at the ones that are due on the current work day. An additional advanced filter.
2 votes -
merge location numbers
I would like to be able to Merge Locations together. IE: a second location was made for an address by mistake...it wouldbe nice to be able to merge that location into another. Thanks.
1 vote -
Customer Tab Active Box
Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.
6 votesWe need more votes on this request.
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