UMS
188 results found
-
Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in
Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in UMS, and vice-versa?
1 vote -
email template include default subject
Have the email template include a defalts subject line if desired.
7 votes -
Autopay filter
I know that an autopay checkbox has been added in Statements, but it would be great to have a limit option or checkbox in the Customer Contact Wizard to be able to pinpoint those customers for communications.
3 votes -
hide the zeros at the front of customer account number in the customer email they receive
The customer is confused about what their account number is when they see all the zeros in front of their account number in the email.
40 votesThank you for your suggestion. We are currently reviewing this request.
-
Add date created/ tran date to financial reporting to reconcile numbers across reports
When running reporting in UMS, it is difficult to match numbers. We found that the transaction list runs off of transaction date but the customer payment history report uses both. We would like the option to use date created and tran date on ALL financial reporting. The most important report at this time would be the transaction list.
Posted on behalf of Washington Municipal Utilities
15 votes -
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.
11 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
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.
6 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
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 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
-
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 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
Autopay Fixed Amount Improvements
An autopay option that will allow a fixed amount, but would also allow the entire balance to be drafted if the bill is higher than the fixed amount.
Our customer has her draft set up with a fixed amount of $75, but since it was less than the bill amount, it only drafted the $75.
She likes to keep a credit on her account, and her balance is typically lower, but due to the lower temperatures we had in this billing period and the fuel adjustment cost, her bill was almost $200.
She didn't realize that, with her autopay set…
2 votes -
schedule enable/disable scheduled ach
Be able to schedule an enable or disable for scheduled ACH. Background: I'm going away and there will not be anyone to process them, so we don't want the customers to have access during that time.
1 vote -
Automated E-Billing & Autopay Incentive Feature
This proposal requests the development of a new, touchless software feature designed to automatically reward customers who enroll in both E-Billing (paperless) and Autopay.
By creating a method for zero staff touchpoints we would be able to maximize the cost savings to our customers and provide a larger incentive (statement credit). That proivdes us the opportunity for boosting customer loyalty to our most efficient customers.
The feaure would have 3 steps;
1. Capture ebill (no paper) customers' company number, account number, and location number (the requirements of a mass add/mass adjustment),When the autopay file is generated any matching sequences…
4 votes -
Add Payment Reversals to Customer Payment History Report.
Program Payment Reversal code into this report so I can balance this report to the Payconnex settlement. There is no audit trail, and I must manually adjust and notate it was a reversal. I uploaded an example. I did print a transaction report for Payment Reversal, but it needs to be included in the total on the Customer Payment History Report.
19 votes -
Break Out Delinquencies in Communication Preferences
Our organization currently utilizes the system’s Communication Preferences functionality to manage automated notifications related to customer delinquencies. At present, the system defaults all delinquency-related notifications to a single, unified communication preference setting, which is robocall. This creates challenges when we attempt to tailor communications based on the stage or severity of the delinquency.
Current Process: We run penalties and send out corresponding penalty notices.
Separately, we process shutoff actions for accounts that have escalated beyond the penalty phase.
The system’s default robocall configuration applies uniformly to all delinquency stages, without allowing differentiation between penalty communications and shutoff communications.Business Need::…
3 votes -
Add Account Status Filter/Sort to Delinquency Register Report
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…9 votes -
Apply Taxes Based on Taxing Authority and Rate Code - Not Just Rate Code
We currently have 6 different taxing authorities which requires us to maintain 7 different sets of rate codes. This means we have well over 200 rate codes. If taxes could be applied based on the combination of taxing authority and rate codes, we would only need to deal with 30-40 rate codes.
8 votes -
Viewing Financial Status + Utility Status in Customer Search Screen
It would be extremely helpful to see the financial status (past-due, shut off) in addition to the utility status when using customer search option. This would be most helpful for accounts that have multiple (20+) locations.
2 votes -
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 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
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?
8 votesThank 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.
-
Batch Total Report
Add an option to the Batch Totals report to be able to select batches by user.
3 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
- Don't see your idea?