UMS
186 results found
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Password protection on Document Edits
Can we password protect our documents on customer accounts like we do for the autopayment view/edit area so they do not get deleted by mistake.
2 votes -
Revise Consumption DTL Report
It would be nice if the layout of the Consumption History DTL report printed from the Usage tab in UMS could be revised. The report reflects a column labeled "Charges," but the Usage tab in UMS breaks the charges down into "Minimum" and "Total Charge" (which really Total Charge is not the total charge, you have to add those two columns together to get the total charge. The Total Charge column is really the usage charge after the minimum.). It would be nice if the report reflected these two columns individually like the Usage tab does (Minimum and Consumption after…
2 votes -
If account receivables had an Includes button for unposted payments
It would be nice if you added unposted payments to include in the aged receivables options so they don't show as still outstanding when the payment has been made but not posted yet.
3 votesThank you for your suggestion! We appreciate your input and see the potential value in this enhancement. At this time, we need additional votes and support from other users to move this request forward.
Your engagement helps us prioritize improvements that matter most to our users.
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Account Number Defaulted on the Control panel.
Pre Posey Township Water Corp.
We are not talking about when you select the search option that pulls up based on your last search.
We are wanting to pull a customer account up. Review their account and do what we need to do. Then be able to type in a new account number without having to double-click the account number selection. We want the account number on the control panel to stay highlighted at all times.5 votesWe need more votes on this request.
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merge location numbers
I would like to be able to Merge Locations together. IE: a second location was made for an address by mistake...it wouldbe nice to be able to merge that location into another. Thanks.
3 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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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.
7 votesWe need more votes on this request.
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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 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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Open Balance and Aged Receivable
Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.
2 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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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.6 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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Include Route on Payment Receipt
This month we had over 400 customers to disconnect. I was hoping we would have been able to change the Communications email that is sent once a customer makes a payment, to include the Route# that the customer is in. This feature would be so much more helpful than to have to look it up in the system. The email that is currently received only has:
Payment(s) have been made to the following shutoff account(s):
Account Location AmountI've messaged Tech support and was advised that the format of that email is a base format for all customers and are…
2 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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Location Alt ID
We are utilizing this field for our accounts without a permanent addresses. We use that field to hold a CAD identification number and when transferring data from system to another it's needed. Right now it has to be done manually which takes far too much time. Please consider adding this to the report. Or at least the customer list report.
6 votesWe need more votes on this request.
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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.
1 vote -
Mass Add Misc Transactions through Grid View
The Mass Add Documents, Notes, and Contacts feature utilizes a grid view to facilitate the entry of applicable accounts.
We request the implementation of a similar grid view for entering accounts to add miscellaneous transactions in bulk. The current functionality of the mass add miscellaneous transactions feature does not meet our requirements. Please refer to the attached screenshot for further reference. This request is posted on behalf of Calaveras PUD.
1 vote -
Backflow Tester List
My backflow tester list is very long and hard to find people quickly. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore and have long expired licenses to keep my list short and updated.
2 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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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.
2 votesThank you for your suggestion! We appreciate your input and see the potential value in this enhancement. At this time, we need additional votes and support from other users to move this request forward.
Your engagement helps us prioritize improvements that matter most to our users.
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Please reinstate the ability to view 2nd Party Notifications under the Billing process
During the Suspension notice process (under Billing>Create Delinquency) we used to see the 2nd Party Notifications that were generated for Contacts with that Communication Preference checked when selecting "Preview Unposted Notice." But now, they can only be viewed by closing that box and going to Reporting >Notices > Shut Off Notice. Once I verify that they 2nd Party Notification notices look okay, I have to close that box and go back and re-populate the Create Delinquency box to go on to Post the notices. This is a major time waster. Please restore the 2nd Party Notifications to be part of…
1 vote -
Expiration Date for Disallow Payment Methods
An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.
1 vote -
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
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