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  1. 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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  2. Ebill Template

    Need a field for the current charge amount only. Requested by Si Energy

    1 vote

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  3. Bankruptcy Delinquency Type and Process

    Delinquency bankruptcy is needed. Ideally, the process mimics bad debt write-offs, but for current customers. There is no clean way to write off the balance and have it reflect as bankruptcy. It is understood that Lien Processes could accommodate, but there is a significant difference between the management of bankruptcy and lien processes.

    1 vote

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  4. 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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  5. 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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  6. 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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  7. 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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  8. Clone Message Templates

    Need the ability to clone message templates.

    1 vote

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  9. 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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  10. 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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  11. 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…

    7 votes

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  12. 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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  13. 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.

    4 votes

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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. Customer Contact Wizard Impovements

    (1.) It would be very helpful to see the service address listed in the Customer Contact Wizard as well customer number. Neither of these are included presently. Location number is there, which is very helpful, but when we need to eliminate groups of customers, we do not have associated service addresses memorized and so cannot tell who to eliminate and keep. Why make extra work when we have this awesome, powerful database with all of this information in it? We do not personally need "Linked Account number," but perhaps others do.
    (2.) Also, it would be great to add the…

    3 votes

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  20. Delinquency Notice

    When creating our IVR call for delinquency notices, we have the option for IVR and SMS Text. It would be nice to have the option to send emails as well.

    2 votes

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