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  1. Sort shutoff service orders by route

    We do all our shutoffs in one day so we need to print service orders for the entire company but it doesn't give us an option to sort by route which would be much more helpful and efficient. We'd like to be able to sort by route when in the create service orders screen during the shutoff delinquency process

    8 votes

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  2. Location Template - Add Services/Rates

    Extending the Location Template functionality to allow for preset Services/Rate Codes in the template could further streamline the new location process.

    2 votes

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  3. 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 votes

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  4. 2023 User Summit-account history

    Saving history on an address when name and address is changed.
    audit on name & address fields visible in the UI. and/or be able to reprint statements with the original "customer info" (name & address) at the time the statement was created.

    8 votes

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  5. Allow line breaks in message communications

    When composing an email, allow line breaks between the message's paragraphs, like they appear when sending out messages through the Customer Contact Wizard. As it is right now, no matter how you format the message, it is delivered as one paragraph. See attached example.

    9 votes

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  6. 2023 User Summit-Limit dates on expiring credit cards

    1. Limit dates on expiring credit cards:

    I started it running with these parameters. It took 3 minutes to run and returned the first screen below here:(pic 1)

    You can see the first line expired in October 2021, the others in 2022. There are 84 entries, of which only 16 expire in November 2023. To unselect one requires 2 clicks on the check box; one to select the box, another to uncheck it. It would be great if the report only returned the ones that actually expire in November 2023 and ignore the prior months.(PIC 2)

    7 votes

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  7. 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 votes

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  8. Do not allow NULL searches

    When searching in UMS do not allow space + search or blank + search. If this is allowed provide a warning box that you are about to search for Active Company. Also, disallowing this mirrors the UB4 behavior.

    1 vote

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  9. Additional Rate Option

    Need an additional rate option to see 1/1/24 - 1/1/24 as 1 day and not 0 billing the base fee as defined.

    1 vote

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  10. Disallow Payment Methods

    The IVR should honor and disallow payment methods. End users know how to extend shut-off periods, knowing that the IVR allows all payment methods.

    1 vote

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  11. On the account control panel under location, it would be helpful if you could add a from and to date column for each owner or tenant

    add a column that shows from and to date, which would show the deration of time each owner, tenant occupied the location

    1 vote

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  12. Clone Message Templates

    Need the ability to clone message templates.

    1 vote

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  13. universal sorting features

    So, I guess the better option would be if I can sort it this way here, I want to be able to sort it that way anywhere.

    It seems to be a common theme in a few threads. "Limit to" should be universal to all reports. "Sort by" should also be universal to all reports.

    I can do a whole diatribe on mining data, but the nutshell is that we shoudl be able to pull and sort all of our data any way we like because we all have different needs and new things come up that deter our ability…

    1 vote

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  14. rate code grouping

    We have many rate codes that go to either water or to sewer. When running reports like an AR or aged, or open balance it would be nice to have a feature in the code filters that allows us to select all of the rate codes in a service group. This way instead of me individually selecting 15 water service rate codes to get a report for water I would select something that automatically picks the water rate codes and none of the sewer rate codes.

    I'm assuming I'd have to pre-set something in the setup section, but if it…

    1 vote

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  15. 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 votes

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  16. Highlight note in message center

    Would it be possible to highlight in yellow a note in the message center?

    1 vote

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  17. Transaction History by Payments or Charges Only

    In the History tab, transactions have options for limiting/sorting what you can view. It would be helpful if we could limit viewing transactions by Charges, Payments, or Misc Charges only.

    1 vote

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  18. 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 votes

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  19. Rate Code List Changes

    We use the Rate Code List Report to verify that we have successfully changed all of the PGA rates from month to month. We print it to have a record that the price was changed. In a future update, you might consider adding a date selection to this report, as it prints all dates and that can make for a lengthy report. We really only need the most one or two recent changes.

    1 vote

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  20. 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 votes

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