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139 results found

  1. Changes to Note Type

    • Currently when you open the note type it auto-populates to “general”.

    Can you make the sort order customizable and hide types that are no longer being used?

    1 vote

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  2. Validate email addresses in real time

    Implementing basic email validation when a customer or employee enters an email address into UMS would be highly beneficial. Numerous methods exist for verifying email addresses, encompassing syntax checks, DNS lookup, SMTP server verification, etc.
    I know some email verification services that offer an API require a subscription, so maybe there could be two levels of validation. One that requires a subscription and one that does a basic SMTP server check (or an equivalent)?

    1 vote

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  3. Rate Code, Meter Size variance - Include on Error Report

    If there is a variance between the rate code and the meter size, would like this information to be included on the error report once monthly charges are calculated. We came across input errors by accident - this caused loss of revenue, in some cases, for 6+ months.

    2 votes

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  4. AND statement on UDC reporting

    The ability to turn the code filter option to an AND statement instead of an OR statement when reporting on multiple UDC codes.

    Example: Pull customers who have an UDC code of "Well" AND " Multiple Meters"

    ZD 76758

    8 votes

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    1 comment  ·  Admin →
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  5. Adding a next work order button

    Adding an advance forward or previous work order button to the edit service order page. When you click on a service order to view it, you might have considered a different work order; instead of going back to the main page, the back or forward arrow will allow seeing the subsequent service order. This will benefit the field crew or workers as well.

    2 votes

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  6. Miscellaneous Statement for Specific Transaction Type

    Please allow for the mass creation of Miscellaneous Statements limited to a specific transaction type or code.

    For example, we add a Reconnect Fee after a customer has been disconnected and then service restored and that fee is due in the future. Currently, I have to run the Miscellaneous Statement process in each individual account to apply the Due Date so it does not potentially get captured in other processes that have a Due Date added.

    If I could filter by code, that would be much more efficient!

    1 vote

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  7. Allow future date entry on Miscellaneous Charges

    Allow Miscellaneous Charges to be dated in the future. Currently, you can only date miscellaneous charges with the current date. We are able to date miscellaneous charges in the future during the move-in process, but unable to future date if Misc Fee is selected.

    2 votes

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  8. Automatic Website Maintenance Mode

    We would like to be able to have our website go into maintenance mode every evening 15 before and after our batches settles. This would help immensely with reconciliation and customers who pay right when our batches close.We know there is a way to manually do it every single day, but we would like for it to be automatic.

    3 votes

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    1 comment  ·  Admin →
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  9. Print Auto Pay Statements Separately

    We would like to be able to print statements for Auto Pay customers (or credit/zero balance customers) separately, so we can send those bills without return envelopes. Currently, you can exclude those types from your bill run, but you cannot then run them separately.

    6 votes

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  10. 2 votes

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  11. Remove unwanted gateways from tools in UMS

    For companies with multiple communities/companies need the ability to remove unwanted gateways from their tools in CWP/Gateway Rec.
    Something such as an active box within the gateway set up.
    Unchecking the box , making the gateway inactive will then hide the company from appearing in tools such as gateway reconciliation.

    1 vote

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  12. Create a report that would reflect an owner with all the locations associated with the owner number.

    Create a report that would reflect an owner with all the locations associated with the owner number.

    6 votes

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  13. 2023 - User Conference | Lead and Copper Tab

    With the New Lead and Copper Rules the EPA has put out, I think it would be beneficial to add a tab in the location panel. If we could have 3 columns with 3 rows for Year Location Installed, Material from Main to Meter, Material from Meter to Tap, Change Out Required, Lead Change Out Date, Image Attachment, Verification Method, Verified By, and Verification Date.

    If we could search/report on the year location installed, material from main to meter, material from meter to tap and change out required would be great. The year location installed would be great overall, just…

    7 votes

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  14. SERVICE ORDERS Viewing CLOSED in the field

    Our service Techs are using mobile service orders in the field and would like to be able to VIEW ALL ORDERS, not just open orders.
    They can't look at closed orders which I verified with Jon Witt. The only way is to search by address but if they just need to see what orders were done the past few days that are closed they can't This is important if a wrong meter got shut off, etc.

    1 vote

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  15. RCC/ACH Removal After Final Bill Payment Processed

    National User Conference 2022: Need an option to remove RCC/ACH information AFTER the payment for the final bill is processed.

    7 votes

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  16. Add Meter Size Filter to Average Charge List Report

    Add Meter Size to the Code Filters to be able to filter ALL charges by meter size as opposed to grouping.

    Currently, the meter size grouping breaks out non-metered charges (garbage, etc.) from the metered charges under the category "none". This is good if you are evaluating ONLY water charges. However, if you want to easily obtain average charges for all services, for example to evaluate whether the current deposit amount is still sufficient, this report will not give you that.

    1 vote

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  17. Update the Counter when a transaction is reversed.

    Update the Counter when a transaction is reversed. For example, a Late Fee is added and the Late Charges in the last 12 months updates to 1. The transaction is reversed but the counter stays at 1. Update logic to update counter to 0.

    4 votes

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  18. report type applies to export

    When exporting a report, I would like to be able to apply the report type - Detailed or condensed to the CSV export without having to export the report from the preview screen which then includes data that needs a lot of clean up.

    1 vote

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  19. Fund Accounting Entries

    Need the ability to disable open credit applies when fund accounting is in use. Presently, credits are redistributed causing mixed fund entries. Another option is the ability to create an entry at the time of posting to review funds and make the due to/due from entry as needed for out-of-balance entries.

    1 vote

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  20. Service Order Dashboard - Service Order Notes

    It would be nice, if when the crew log into the Service Order Dashboard that they can see a preview of the work order notes.

    1 vote

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