UMS
192 results found
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Apply Taxes Based on Taxing Authority and Rate Code - Not Just Rate Code
We currently have 6 different taxing authorities which requires us to maintain 7 different sets of rate codes. This means we have well over 200 rate codes. If taxes could be applied based on the combination of taxing authority and rate codes, we would only need to deal with 30-40 rate codes.
8 votes -
Viewing Financial Status + Utility Status in Customer Search Screen
It would be extremely helpful to see the financial status (past-due, shut off) in addition to the utility status when using customer search option. This would be most helpful for accounts that have multiple (20+) locations.
2 votes -
meter report scheduled task
i have to export the meter list report in order to update another piece of software manually. i'd like to set up a scehduled task for it, but it is not an option. honestly, all of our regular reporting should be able to be set to be a scheduled task.
4 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Memorized Report Parameters
I need to run several reports at the end of every month, and it would sure be nice if we were able to "memorize" each report and have a dedicated folder for "User Reports" to save time at the end of each month. For those that use QuickBooks, I'm thinking something like how you can memorize reports in their program. What do you think?
8 votesThank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.
In order to proceed with this enhancement, we will need additional validation and support from the UMS community. Broader engagement helps us better understand demand and prioritize future development efforts.
We encourage Uservoice members to review and vote on this idea if this is something you would like to see in a future update.
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Batch Total Report
Add an option to the Batch Totals report to be able to select batches by user.
3 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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IVR to Confirm Address
We would like the IVR to confirm the customers address after entering their account numbers. Example: acct# 2356 for the IVR to say you are paying the bill for 123 Barndoor Rd. is this correct? We have customers paying the wrong accounts. all the time because they do not know the correct account number.
25 votes -
"Limit to" and "Sort by" enhancement
Please make the "Limit to" and the "Sort by" options available for all reports.
11 votesWe need more votes to move this software enhancement request forward.
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Sort bills from highest to lowest.
We need to be able to review and sort bills from highest to lowest as a whole and not just per page. Since the last update, having to go page by page is too time consuming.
2 votes -
Option to require phone number update with login
Why can't we have the option to require an updated phone number from the customer in order to login.
9 votes -
show service address when selecting "Back" drop down
In Account Control Panel show service address along with numbers shown when selecting "Back" drop down. Showing only location and customer numbers is not something we know by heart, so is not as helpful as looking for someone you looked up a few calls ago and want to check something again or enter information, notes about call, etc. Thank you so much - you all are awesome!
6 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Add forwarding address field to cancel service request
Add forwarding address field to cancel service request
6 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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budget billing reconciliation automated report
I would like the budget billing reconciliation report to have an automated option where it sends it to my email as a pdf on the first of each month. Other reports are able to be handled by the scheduled task, I'd like this to be included.
3 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Report Criteria
Please, please add the same limitation criteria for all reports within UB4, this is a very important tool for us that we cannot use for all of our reports. It would also be helpful to have date selections on all reports. Also, it would be helpful to have better sorting of report information too. If we sort by customer name, location number, etc. our reports are all over the place!
1 vote -
Add "Device Note" to service order task page
When crew is out in the field viewing work orders on a computer (iPad), and they pull up a work order, they are unable to see the "device note"/ meter location. It would be helpful if this was added to the viewing screen without having to select "print".
8 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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Customer name on GL report
I would like to be able to see customer name on the Enhanced and General Ledger Reports. As our auditors do test work, it would make things simpler.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Choose Estimated Read Date
when estimating it would be nice to select your "read date" rather than it automatically be the date you estimated. We don't want to change all the read dates for the billing cycle, just the estimated ones. So i guess if there was a way to limit to estimated reads, in the mass date change, that would work too.
3 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Including an Unposted Payments Field when Billing
When you calculate and assess late fee penalties, there is a field to click to include unposted payments. It would be helpful if that was also an option when calculating billing since the timing of posting can affect amount that is shown on a bill and make it confusing for customers and users.
5 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Email notification on ALL payments made for accounts in shut off status.
Our system is set up to send us email notifications when a payment is made on an account in shut off status.
The system will ONLY generate an email if the payment takes the account out of shut off status.
We have a payment threshold set that any account over $100 will be shut off monthly. For example, If the balance is $150, and the customer pays $51, they will be removed from the shut off list this month, but they will still be in shutoff status because the payment did not satisfy the system requirement. The system only sends…7 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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Customer Contact Wizard - Calls - Leave Voicemails
It would be beneficial for our customer base to have voicemails left of the recorded message template call when contacted through the customer contact wizard during an emergency. Without this, customers are screening calls and missing the messages, or calling us back and increasing our incoming call volume. Either way, they are getting delayed information since the system won't leave a voicemail currently.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Enhanced Portal Display/Reporting for Customer Service
The issue is that customers on the cutoff list are not paying the full $30 fee ($15 for disconnection and $15 for reconnection). The current portal does not clearly display this information, making it difficult for customer service to verify payments accurately.
When a customer pays only their past-due bill without including the required $30 fee, their service will not be reconnected, leading to their frustration. Our customer service team currently searches for these customers using a report that is limited and informs customers of the outstanding $30 fee, but this process is inefficient. A clearer, more streamlined solution is…
13 votes
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