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  1. 2023 User Summit-Refund with no credit balance

    This is what she wants: “I wanted to be able to cut a check to them if they did not have a credit balance and did not mean to pay. “ According to Matt, just doing a transaction reversal won’t allow you to do that. There are a number of transactions that have to happen, which is ludicrous, to be able to cut a check back to a customer. If you could AT LEAST get that process for me from them, they can use that in the interim until they find a better way to do that.

    1 vote

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  2. 2023 User Summit- Final Billing

    Yes, I am not thrilled with how we are working final billing. I have my steps listed below for a Read In/Read Out example. If there is a better way that can be shared, that would be great! We may be doing it wrong. However, the main point I brought up is the user generated date driven refund list that could be incorrect. Just recently, a utility billing representative sent me a UMS Refund List Report that only included cycle 3 billing instead of all the final billing. Or, if the incorrect date period is listed, we could pay a…

    1 vote

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  3. 2023 User Summit-Move Ins-Move Outs Large Accounts

    We are trying to use a feature in UMS for a customer having multiple Locations. In this case, it is a home builder. Normally this feature works fine but with this home builder account it currently has 437 locations attached to 1 customer account. When moving out a location from the home builder account it takes minutes for the process to complete. And because of how large the builder is its never just 1 move out. It’s a list that gets given to us every month. As I said in the round table, there is a fix but the fix…

    1 vote

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  4. 2023 User Summit-Duplicate Robo Calls

    What we need:
    the RoboCall occurring from the Penalty Report gives no visual indicator to the end user that a RoboCall is going out. It would be much better if there were a Send, Export, AND RoboCall button so the end user could control the communication. Or at the least an indicator of some type letting the user know a RoboCall went out.

    Below is a lot more detailed information.

    Documenting what we found this morning and explaining how 2 RoboCalls and 1 email are happening.

    During Linda’s process she uses the Penalty Notice report.
    When she clicks the “Send”…

    1 vote

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  5. Being able to print a zip code total after printing delinquency notices

    After we print delinquency notices we have to go through and manually count each notice to get the total amount of zip codes that are being sent out to be presorted for the post office.

    1 vote

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  6. 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.

    1 vote

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  7. Payment Arrangement Report

    In UMS a report is needed to show the arrangement balance per account. The report should have the following data elements:

    Account No
    Location No
    Account Name
    Location Address
    Arrangement Number
    Arrangement Status
    Arrangement Frequency
    Arrangement Starting Amount
    Arrangement Current Balance Due (if any)
    Arrangement "Pay Off" Balance

    When running the report, you should have options to limit to all arrangments, unpaid arrangments, and broken arrangments.

    15 votes

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  8. NOTE FIELDS

    In the NOTES Area in UMS we would love to be able to change defaults and to inactivate fields. Examp: Under "Note Used For" Has several choices and would love to be able to create our own drop down menu for things that are important for our company which is JUST WATER. Just having the ability to customize it more would be great.

    2 votes

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  9. Duplicate For Contacts on Ebills

    When sending out Ebills the Duplicate for Contacts is set as a default. We would like to see this removed & be able to select the option if needed.

    2 votes

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  10. Consumption Charges Based on Meter Usage, Not Total Account Usage

    Consumption allowances need to be associated with the meters and not the total usage on the account. If an account has a consumption allowance of 3,000 g, but has 2 meters, it should not now have an overall allowance of 6,000 g. Consumption charges should apply to any usage at each meter that exceeds 3,000 g.

    1 vote

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  11. Community Revenue Class Limitations.

    On behave of Melissa @ Texarkana.
    We would like and option to allow the users to limit to a Revenue Class for a Community. Just like it does for the Routes and Rate codes.

    1 vote

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  12. 2 votes

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  13. compose email - add default signature

    Allow for there to be a signature (with line breaks) when you send customer's an email (ex: copy of their receipt) through UMS. Ex:

    1 vote

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  14. Consumption History Top 10 Users

    National User Conference Request: Need the ability to run the Consumption History report and pull the top 10 users for the period. This should be the overall top 10 users (sum of the time period) and not per billing.

    15 votes

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  15. add note with attachment to all accounts in a misc. fee batch

    When processing shut offs under the Utility Services Tenants Rights Act it is necessary to keep good records. The inability to save a PDF of a complete report attached to the account notes in mass is debilitating.

    Example: the certified letters are not recorded as such because they don't run out of UMS as certified letters. We have to sticker and scan those.

    I would like to be able to attach that PDF record of scanned letters and envelopes (confirmation of delivery by court standards) to the accounts. Right now that has to be one 1 location at a time.

    1 vote

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  16. create delinquency - export button next to process button

    The "Create Delinquency" window doesn't have an explicit 'Export' button, The only option is to first preview/process the report, then export from there, but that creates an odd "crystal reports" csv file rather than a standard csv file.
    .

    it would be really helpful to be able to export directly to a standard csv file.

    1 vote

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  17. Review Calculations

    Review Calculations – To add the feature to change the Read End Date and Transaction Date from the review calculations tab. Currently the Calculation Action must be selected first to update the Review Calculations with the Read End and Transaction Date.

    1 vote

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  18. Payment Station - Batch Total

    To remove the total cash on hand from the payment station for the cashiers. Currently if the feature is removed the cashiers won’t have rights to create their batch. The cashiers should not have access to their batch total due to the risk of fraud.

    1 vote

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  19. Bill Register

    Bill Register – To generate the account and utility status on the bill register. As mentioned, being able to identify the account and utility status is key when scrutinizing accounts for billing.

    1 vote

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  20. Calculate Bills

    Calculate – Bill Process – Allow for a drop-down option or field where we can calculate multiple accounts at a time. Currently for loose bills we can only calculate one account at a time; so being able to have the option to enter multiple accounts, would make the calculation process for loss bills much easier and less time consuming. As seen in the example below, we can manually enter the accounts we want to bill or calculate.

    1 vote

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