UMS
171 results found
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batch bill correction
presently there's not way to correct a whole bill file batch all at once. ums should be able to do that and also to include a statement account note to print on the new bill. the new bill should have the revised bill date and revised bill due date on it as well.
4 votesWe need more votes on this request.
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contract payoff
more accessible contract payoff balance for a location. right now drilling down is by service and multiple clicks per service. any amortization schedule should include the location's current status on the schedule
4 votesWe need more votes on this request.
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spell check
spell check like link to microsoft dictionary or something so our emails and notes can be spell checked before they are saved
4 votesWe need more votes on this request.
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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.
1 vote -
Integration with Diamond Maps
When clicking on the map pin next to "Location" on the Control Panel, have the option to link to Diamond Maps instead of Google Maps. Ideally this would also apply to Service Orders.
1 vote -
SERVICE ORDERS Date due VS Scheduled Date
Date Due VS Scheduled Date. To me this is the same and it auto populates with todays date in the Date Due, the scheduled date is the date you choose for the workorder to be done.
Can the DATE DUE be changed to say either Todays Date OR Date S/O Created? Very confusing for our Techs when those to fields come to them with two different dates. Missy
2 votesWe need more votes on this request.
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Change Existing Deposit Code
We would like to be able to change existing Deposit Codes in the Modify Deposit Master screen. This way if one is selected incorrectly or needs to be changed for one reason or another then it can be changed without refunding it and reapplying it.
1 vote -
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.
4 votesWe need more votes on this request.
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Ability to Split Imported Payments from Gateway
We had a customer make a payment through the CWP. When they paid on the CWP, they paid on (2) locations with the same customer number by making (1) payment. This payment got "stuck" in Gateway and needed to be imported to the customers account(s). Gateway does not give the option to split the imported payment across the (2) locations. If the customer was able to select the (2) locations on the CWP to split the payment, it would be nice to have the option to split the payment when importing from Gateway. Instead, we had to import the payment…
7 votesWe need more votes on this request.
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Change Batch Feature back please!
Prior to this last update 2 weeks ago (sept 2024), we were able to change batches. While on my end it didn't change the Payment/transaction date, it would allow changes to the batch and able to post them.
In my time zone 5 pm is your cut off for credit cards. Anything after that time is included in the following day. I think we need the change batch feature back. If it is not included into our bank deposits total, then we should be able to match our posting totals. I could post each individual account to match bank deposits,…
1 vote -
payment arrangement draft
It would help us if there was a payment arrangement draft mode where we can put the arrangement on the account in an inactive status, send out the paperwork to the customer (sometimes it is more than one party) and then after the agreement documents are signed, then activate the arrangement on the account. This way there isn't an active arrangement on the account while we are waiting for documents during which time a bill could post.
3 votesWe need more votes on this request.
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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…
3 votesWe need more votes on this request.
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contact information "as of" field
In the phone number field area and the email field area for customers as well as contacts, it would be nice to have an "as of" field where we can log the date the contact information was last updated.
3 votesWe need more votes on this request.
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Manage Broadcasts
Please consider adding a Date/Time column to the main menu for Manage Broadcasts. You can currently only see the date by looking inside of each broadcast details. It would be easier find campaigns if the dates were in main window, and not just in the details window. It takes extra time to see dig through and find specific items when reviewing broadcast results.
Submitted on behalf of Chad S. - Hallsdale-Powell Utility District
3 votesWe need more votes on this request.
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Suppress Early Pay Discounts on Final Bills
We do not allow any discounts for early payment on Final Bills. This means we presently have to manually adjust each Final Account after the bill is paid. It would be great if UMS could simply not enter a discounted amount for Final Bills.
1 vote -
Option for no statement in Communication Preferences
Some customers do not want to receive a statement at all so it would be helpful to have an option for "no statement" in Communication Preferences. Right now, UMS doesn't allow for there to be no statement option checked.
1 vote -
Payment Email on Save
Payment Batch Setup > Email on Save. From the Payment Screen, it would immediately send an email recipient to the email on file. If no email is on file, a box will pop up for the utility to enter the email address. There would also be a checkbox option for the utility CSR that reads save to customer account. UMS would then update the customer account with this email address. Currently, UMS presents an email option from the payment form, but if the batch is set to Print on Save UMS attempts to print first.
1 vote -
Code Filter Count & Code Filter Groups
A total number of code filters selected and the ability to group code filters so that you do not have to select one at a time.
1 vote -
Communication for accounts with multi locations
If a single customer is billed for multiple locations and they are set up for IVR/SMS notifications, UMS will send a test/call notification for each billed location instead just calling/messaging once for that customer. We want an option to disable and send only one notification.
1 vote -
IVR calling all numbers instead of only primary
When running an IVR (ie: shutoff list) it will only call the primary tele #. Please make it call all numbers listed. I know there is an option out there on another function now. Not sure why it's not an option on any IVR. Thank you.
1 vote
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