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172 results found

  1. Filter Receivables by Age

    We would like to be able to filter our AR report by age. For example, being able to pull a report of customers only 30-60 days overdue. Currently, the only way to do that is to export the AR report to Excel. If you choose 60 days in UMS, it groups everyone by 1-60 days.

    1 vote

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  2. shut off notice in notes

    Copy of shut off notices as issued in the account notes when you post them to the account. should be able to customize the reference box in the transaction history too

    10 votes

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  3. External service order columns list (ElementsXS)

    I think the External Service orders should have different columns then what are provided. We are using Elements for external service orders and so the Service Order No. should be replaced with the Task No. Also, the Scheduled End and Actual Start dates are the least important dates and should be replaced with the Problem and Resolution fields so that there is immediate access to what happened in the field instead of having to open the task itself.

    2 votes

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  4. error report after importing data from Fiserv

    error report after importing data from Fiserv needs to include address.

    1 vote

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  5. CWP from UMS account

    How cool would it be if we are working with a customer in UMS and we could click a button that opens up their location on the CWP.

    And similarly, a button on the CWP when in CSR view that opens up the corresponding location in UMS.

    11 votes

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  6. Consolidated bills

    The ability to email a consolidated to the master account only. We were told that consolidated bills have to be printed and physically mailed. Our consolidated customer received their bills via email. The idea of a consolidated bill is good but there's room for much inprovement.

    2 votes

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  7. Show Audit for changes on service orders

    Logged on behalf of Tangipahoa Water District

    9 votes

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  8. 6 votes

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  9. Export Reports in 'Prepare Meter Reads'

    In UMS, in Reporting we have the capability to export to a CSV but when we go to Billing > Meter Reads > Prepare Meter Reads we're able to find the Meter Reads report, route sheet, and meter exceptions, however we don't have the capability to export these reports like we could for a customer list for example. For those meter reports I'm referring to we have to export from the print preview, but It would be a great enhancement request to export those reports from UMS.

    1 vote

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  10. Auto generate an email to customers who establish service.

    We would like to auto-generate an email to new customers with information about services available to them.

    2 votes

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  11. 1 vote

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  12. Payment Time Stamp on Customer Payment History Report

    Tracking of manual entry payment times and have the times reflected on the Customer Payment History report. Presently, the report shows 12:00 AM for all payments, which is inaccurate. CBSW tracked the Processed and Closed Dates and Times in Transaction Details.

    11 votes

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  13. Mass Entry of Locations

    We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.

    8 votes

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  14. Add Customer Balance as a merge field option

    So when sending letters, notices, etc to customers, you can send one to the customer with total balance for all locations under that customer. Will save time and money and be more streamline and convenient.
    Thank you

    1 vote

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  15. Allow embedded clickable (linkable) images on Email Message Templates

    Allow embedded clickable (linkable) images on Email Message Templates so that the email will have an image that will redirect when clicked.

    5 votes

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  16. No Credit Cards After

    Create a company option for No Credit Card Payments after X disputes for accounts.

    1 vote

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  17. Communication Results Report

    Add what limit options were used on the delinquency process that triggered the Communication Results report.

    1 vote

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  18. Auto Payment Report

    Add a limit option for "Notify in Advance." The report would then display only accounts where the Notify in advance is selected.

    1 vote

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  19. spell check

    spell check like link to microsoft dictionary or something so our emails and notes can be spell checked before they are saved

    5 votes

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  20. saved web portal payment used to pay from UMS

    If a customer has payment information saved in their wallet on the customer web portal our team should be able to click a single button from their UMS to accept a payment via that saved payment method. If they have multiple methods saved they could show up in a list of like last 4 digits or something and then the customer can specify and click boom done. The data is already out there so there just has to be an easier way than us keying in a quick pay for them every month. Even if not in UMS we should…

    5 votes

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