UMS
181 results found
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Mass Add via Spreadsheet
The much-vaunted mass-add wizard is now over a year old, and is essentially useless. The data entry is clunky, you have to click multiple times to complete each line, it's barely faster than one-at-a-time entry. The ability to provide a .csv or other spreadsheet listing the information would make this actually good, enabling tab stops so you don't have to stop and click with the mouse in between each cell would at least make it usable.
1 vote -
Lock Penalties to Billing Dates
Our Billing process requires that we date bills for specific dates, so if those dates are on a weekend we process the bills on the following work day. The problem we run in to is that this happens infrequently enough that we occasionally have someone forget to change the date when setting up the late fees. It would be helpful if we could have a full billing process where we set the date at the beginning and it will persist through the rest of the process instead of resetting to today's date at each step (generate late fees, post, generate…
1 vote -
MSOs showing open/closed by default, should show open only by default
When a tech logs into Service Orders they should only see open by default.
4 votes -
Automatically Revert Rate Codes on Move Out/Move In
For things like Low-Income Discounts, it would be very helpful if UMS would revert to the default, non-discounted rate codes when you move out the customer with the discounted code and moved in a new customer
1 vote -
open account in UMS from email link
UMS sends an email when a customer signs up for autopay. This is a great feature because we check the account to make sure they are not paying multiple locations by accident.
It would be super awesome if the email we get could include a link to open the corresponding account in UMS.
2 votes -
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.
6 votesWe need more votes on this request.
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More information or custom information on error reports
Being able to see what customer or location numbers that the meter numbers or other information given (depending on what you're doing) are tied to when an error report is produced would make executing resolutions much more efficient. The current workflow has us stopping to look up meter numbers to determine what account each error is on before being able to resolve the error. Custom error report information, or just more identifiable information would be extremely helpful.
1 vote -
Larger font size in windows and in printout reports
On the Account Control Panel window, it is possible to increase the size of the window, and therefore the font, of the window. This is very nice and we just discovered it was possible.
Would like for this to be possible for all windows and also for printed reports. Some of the printed reports are very small font and very hard to read.4 votesAdditional votes are needed to move this request forward. If there is a specific report that requires larger font, please reach out to our technical support team for assistance in modifying the report to better suit your needs.
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It would be helpful id the techs and filter service orders by all that are due "today" This way they can only look at the ones that are due
It would be helpful id the techs and filter service orders by all that are due "today" This way they can only look at the ones that are due on the current work day. An additional advanced filter.
3 votes -
Customer Tab Active Box
Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.
8 votesWe need more votes on this request.
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6.10 update - usage history button
What a treat viewing usage history on the enter readings screen, very helpful. Any chance you could enhance this more by modifying into the very same usage tab that's on the Account Control Panel? How great it would be to regroup every detail.
Thank you for your consideration,
Terri8 votesWe need more votes on this request.
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Max Adjustment Amount
Add a security option where UMS Users have a max dollar amount adjustment they are allowed to enter.
1 vote -
Include option to add name of sender on ebills
We would like the ability to change the name of the sender when send out e-bills. The email address we use for our billing is csr@(company name) and the sender shows up as csr when someone receives an e-bill. It would be nice if we could change that to our company name so the recipient could tell at a glance who the email is coming from. We have some customers stating they didn't receive our bill and upon further inspection they find that they did receive it and didn't realize it was from us.
2 votes -
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
12 votesWe need more votes on this request.
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Multi Location Payments
We are wanting to edit the logic of X amount of NSFs goes to Cash Only for Multi Location Payments. We found that when one customer makes a payment across multiple locations and it has to have an NSF that each location will count towards the cash only NSF count. If we have one payment across multiple locations we expect it to issue one NSF towards the cash only count under Setup > Company.
Posted on behalf of Jackson Co Water & Sewage 30549
2 votes -
NFS Set up
I would like to see the NFS set up changed to allow for a reset of NSFs on an account when a milestone is reached, for instance if the account has not had an NSF for the past 2 years of payment history, the account will reset back to the criteria set by the utility.
1 vote -
If Aged Receivables has an option to select unposted payments
This would be great so that if the customers made an unposted payment, they would still show as paid on the AR report.
1 vote -
SERVICE ORDER Status
When choosing OPEN or CLOSED or PENDING you can choose it very easily and does not give you a " ARE YOU SURE" A second chance to make sure you are choosing the right status. We have found a few service orders that CLOSED was accidently chosen and was never done. I feel this needs a second verification.
2 votes -
Be Able To Look Up Security Deposits By Their Number or Run A Report With Their Numbers.
Make a report that we can run with all open security deposit numbers listed. This would help if we are looking to see if a specific security deposit is still on hold or has been paid out.
1 vote -
Include Mailing Address as a Sort Option for Process Related Reports
Printing Billing Edit List or any other process related reports (delinquency lists, etc.) - Is there anyway that you can add Mailing Address as a sort option. So that my address are in order. Instead of the address and customers printing out of order. example : Starting with 1 and so on and until ending in 966.
1 vote
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