UMS
147 results found
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Add summary option to the charge register
In the charge register report, would be great to have an option for a summary type report. We currently have to pull the entire report (4000 pages) in order to see just the last pages of summary information.
1 vote -
Request Error Reporting Improvements for Meter Reading Import Upload Excel File
I would request Error reporting improvements for the meter import. Please see attached.
2 votes -
budget
I would like to have an "As Of" report that would show how much a customer or range of customers are either ahead or behind on their Budget Billing plan. I know it can be seen on an individual customer's account history, but for our audit we would like to see totals so that we can come to a Deferred/Unearned Revenue balance. If it ever were to come a day to close the business, how do we know how much is owed or due from customers?
3 votesWe need more votes on this request.
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On payment reversals
it would be helpful if you could indicate if it was reversal was done through the gateway.
3 votesWe need more votes on this request.
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Add Actual Customer Payment Counts to Pre-Posting Reports
We would like to see total actual customer counts which we are required to report on for daily metrics on tasks that the CSR staff completes. Total number of customer payments accepted is not currently found on Pre-Posting. We need a way for UMS to provide an easy way to determine a total number of payments entered when entering multi-location/account payments for each user. Example take 1 check that applies to 10 rental locations, this is counted as 1 on the Pre-Posting report. We would like to see a total count of Customers accounts that had payments applied to them.
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3 votesWe need more votes on this request.
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Street number sorting in searches
I would love to see the street numbers (house/ address number part of address) in street address sort numerically as in 1,2,3,..10,11,12,..21,22,23...30,31...100,101, etc. instead of 1,10,100,...2,20,200,2001,21,22, etc. so that we can see true order of addresses when searching. Thank you! :)
3 votesWe need more votes on this request.
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Meter Change Report
Meter change report – To allow the meter changeout report to include the old and new meter number and reading. Currently the report only provides the old meter information, so we must pull another report and do a comparison with the account numbers to get the new meter information. Also including the removal reason in the changeout report. Being able to properly track the reason why our meters are being changed is very important, so that we can determine if a specific brand or make of meters should be re-purchased. The option to select the removal is available, but its…
5 votesThis request needs more votes.
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Select All for UDC Reporting
We need a Check all box in the code filters - UDC Codes - I have 18 and have to click each one separately.
3 votes
AdminTodd Smith
(Delivery Manager, CUSI)
responded
We need more votes on this request.
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2023 User Summit-Security Overhaul
- Currently in setting up security roles there is a large majority of UMS that can be delegated as far as being able to view vs edit vs delete and such. But currently there are a VAST amount of small functions that only the role of an Administrator has the ability to manipulate, even if the function is only to view a certain section of the control panel. I would love to have some of these small functions but able to be delegated in security roles. Ill give an example. On a customer account if you want a CSR to be…
3 votes -
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.
4 votesWe are looking for votes on this request.
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Add Merge Field for Community Phone Number
On behalf of: Del Oro
Please add a merge field for Community Phone Number - for use in Message Templates, etc.
The current alternative is to maintain duplicates of each template for each Community, with Community info inserted statically, which is not feasible for 23 Communities.
Merge Field parity between Company and Community would be ideal, but Community Phone Number is currently the most pressing omission.
Thank you!
2 votes -
Multiple E-Bill Templates
Setup -> Configure E-bill
For the most part, we send out the same e-bill with the same verbiage each billing cycle. However, twice a year, we have to edit our e-bill to include verbiage about our water quality reports. Because we have (3) different districts, we have to edit our e-bill configuration (3) times. Rather than editing our e-bill verbiage, we would like a way to save multiple e-bill templates. That way, we can just pick which e-bill we would like to send.
11 votesWe are waiting for votes on this request.
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Add Alert to Clear Readings before Model Changes
Add an alert/error message in UMS >> Manage Installations. When a user is editing an inventory item to "Change Model" on the device if unbilled meter readings/usage exist the users will not see all models available in UMS. It would be helpful to have an alert displayed instructing the user to CLEAR ALL readings from the meter to see available models.
3 votesWe need more votes on this request.
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multiple autopay options for the customer
A customer should be able to determine if they want weekly, bi-weekly, or monthly autopays drafted either for the full bill amount or partial bill amount. It would work wonders for collections if they had an autopay option that aligned with the customers' needs. Right now we control the draft and the only clean way to do it is to offer once per month. Using location codes is not a clean way to do this. It should be controlled by the customer from the payment portal and less of a manual process on our end.
Ideally a message saying run…
3 votesWe need more votes on this request.
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change from commerical account to residential account
when account in changed from commerical to residental or other way can a popup or alert be added to remind to go and change rate codes to match
2 votes -
ability to limit reports by zip code
Utility must submit numerous status reports to Public Service Commission on disconnects for non payment, penalties, etc and they require them to be enumerated by zip code. The expectation is that eventually there may be special rates for certain zip codes. Currently numerous reports are being exported to excel, combined and then sorted to gain the required reporting information.
1 vote -
Retain History of Budget Billing
We need to be able to look back and see the history of what customers have paid in previous years on budget billing. Once the new amount for the coming year is established, then the past amounts are no longer tracked so we cannot see the trends/history when discussing with the customer.
1 vote -
Be able to flip the Owner tab to a Renter tab so you can use the account either way.
Posted on behalf of Kristy at Loves Park
1 vote -
Last 4 of Card Number
We would like to be able to see the last 4 of the card number on the Autopayment tab.
Posted on behalf of Kristy at Loves Park
1 vote -
Edit Reporting Available for Scheduled Tasks in UMS.
Under Management > Schedule Tasks. We would like to be able to pick different reporting other than Aged Receivables. Our specific report we need is Pre Posting Financials Review.
Posted on behalf of Kristy at Loves Park
1 vote
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