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UMS

149 results found

  1. Add in the ability to search by route or sequence number while using mobile service orders.

    Having the ability to search by route or sequence number while using the mobile service orders/app will allow Field Techs to instantly identify which customers will be affected by water outage in the field. This will expedite the notification process from the field and office.

    2 votes

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  2. 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.

    3 votes

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  3. Payment Wizard - Manual Entry

    When using Manual Entry to enter the large amount of checks we receive (anywhere from 50- 150 some days), it would save time if the program would automatically load the endorsements to the printer when you click "process" rather than having to go back and individually click "endorse check" next to each entry.

    3 votes

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    1 comment  ·  Admin →
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  4. Prevent Duplicate Electronic Payments on CWP

    We have had so many customers call us to say that they accidently paid twice by credit card. To limit duplicate payments of the same amount in the payment portal, without disabling the ability of those owners who do pay bills online for multiple properties that are billed on a flat rate basis, I am requesting that the UMS portal does one of two things (or both).
    1. Rather than connect the payment to the Customer Number when it is being paid, connect it to the Location Number. Then we could switch the "don't allow duplicate payment" button, without prohibiting…

    9 votes

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    1 comment  ·  Admin →
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  5. 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?

    4 votes

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  6. 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.

    2 votes

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  7. 2023 User Summit-Performance Issues With Move Outs On 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 so possibly scoping a move out wizard that can move out multiple locations tied…

    2 votes

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  8. Landlords

    When on customer screen and going to landlord tab that needs to be blocked out to where it cant be changed.....etc like address phone number its so easy to change that information when we think we are on customers information.

    3 votes

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  9. 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.

    2 votes

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  10. 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.

    2 votes

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  11. 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:

    2 votes

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  12. 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.

    2 votes

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  13. 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.

    2 votes

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  14. 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.

    2 votes

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  15. Posting Field

    Posting Field – Option to manually select/tick the specific accounts that we would like to post transactions for. Occasionally we might not want to post all the billing transaction entered by a specific individual, so being able to select the specific transaction we want to post will make the posting process much easier. As seen in the image below we have the option to post all the transaction or select the specific ones we want to post. To insert a column that will allow the selecting of the specific accounts for posting.

    2 votes

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  16. Read Type

    Include a column with the ready type in the usage/consumption tab. Currently each month must be selected to verify which month was an actual or estimated reading.

    2 votes

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  17. Exception Reports

    Inclusion for the account and utility status in all billing exception reports. Including the account and utility status in the exception reports will assist in the scrutinizing process to easily identify disconnected and waiting accounts. As seen in the image below, the account status is included in the exception report.

    2 votes

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  18. Enter Read

    To update the Enter Read with the account and utility status. This will allow us to clearly identify the status of the account, whether it is current or shut-off; and will minimize the scrutinizing process. As seen in the image below, the account status is updated in Enter Read.

    2 votes

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  19. Add the meter number on the main screen where the cycle, route and class are displayed. This will allow for easier access or visibility o

    Add the meter number on the main screen where the cycle, route and class are displayed. This will allow for easier access or visibility of the meter number. Currently we must go the usage tab or manage installation to access the meter number.

    2 votes

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  20. Usage Notifications -Daily Meter Reads (AMI Customers)

    For customers using AMI with the ability to utilize UMS/UB4 daily meter reads. The following notifications via email, text, sms are needed.

    Daily Usage Alerts (Alert when a meter us using more than a given amount in a day) with a user-defined “Alert me when usage exceeds the amount.”

    Multi-Day Alert (Monitor meter usage over 7 days) with a user-defined “Alert me when usage exceeds.”

    Billy Cycle Usage Alert (monitor 30-day usage) with a user-defined “Alert me when usage exceeds.”

    Customers need the ability to set these alerts from CWP, but they should also be part of UMS/UB4 communication preferences.

    6 votes

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