6.8 User Guide

• UMS 6.8 User Guide
• UMS Overview
  • Glossary
  • System Login
  • UMS Workspace Features
    • Workspace
    • Active Company
    • System Menus
    • System Toolbars
    • Quick Launch Search Button
    • Scheduling and Task List Sidebar
      • My Tasks
      • Scheduling Events and Reminders
  • System Menus
    • File Menu
    • Edit Menu
    • Tools Menu
      • Email
      • Options
      • Customize
    • Setup (Application Setup)
    • Management Menu
    • Billing Menu
    • Payment Menu
    • Miscellaneous Menu
      • Addins
      • Adjustments
      • Miscellaneous Fees
      • NSFs
      • Reversals
      • Refunds
      • Refund Process
      • Reinstate Bad Debt
      • Refund Check
      • Convert SOC to OC
      • Transfer Balance
      • Customer Contact Wizard
      • Transaction Reversal
    • Posting Menu
    • Stock Menu
    • Reporting Menu
    • Windows Menu
    • Help Menu
  • Common Functions
    • Customer / Location Numbers
    • Search
    • Edit
    • Delete
    • Dates
    • Buttons and Icons
    • Limit options
      • Active Company
      • Cycles, Routes, and Communities
      • Location/Customer and Bill Group
    • Code Filters
      • Customer Code Filters
      • Location Code Filters
      • Service and Rates Code Filters
      • Revenue Class Code Filters
    • Output Options
      • Print Preview
      • Print
      • Export to File
• UMS System Security
  • Security Control Panel
    • User Tab
      • Reset User Password
      • Standard vs. Active Directory Users
      • Adding Active Directory Users
      • Editing Existing Users
      • Deleting or Inactivating Users
    • Roles Tab
      • Creating and Managing User Roles
      • Roles > Options Tab
        • Roles>Permissions Tab
        • Roles>Users Tab
      • Copy/Clone Company or Community Members
      • Adding Users to a Role
    • Options Tab
      • User Options
      • Password Options
    • Auditing Tab
    • Reporting Tab
      • Report Options and Features
      • User Access
      • Role Access
      • Security Access
• Account Control Panel
  • Account Control Panel Dashboard
    • Customer Information Card
    • Account Status Card
    • Location Information Card
    • Service Location Information Card
  • Account Control Panel Tabs
    • Customer Tab
      • Customer ID Section
        • Customer Type
        • Alt Customer ID
        • Account Status
        • Check Boxes
      • Message/Notes Center Section
      • Personal Information Tabs Section
        • Address
        • Email address
        • Phone No
        • Personal Info
        • Auto Payment
        • Customer Codes
        • Documents
        • Deferred Charges
        • Custom Fields
    • Contacts Tab
      • Header Information
        • Contact Type
        • Notices
      • General Tab
      • Address Tab
      • Email Tab
      • Phone Tab
    • Location Tab
      • Location ID Section
      • Message Center Section
      • Location Information Section
        • Details
        • Deposits
        • Location Codes
        • Location Permits
        • Custom Fields
      • Service Details Section
        • Service Grid
        • Add () and Edit ()
        • Enter Reads
        • Manage installations
    • Owner Tab
    • Notes Tab
    • History Tab
    • Usage Tab
    • Demographics Tab
      • Demographics Section
      • Variances Section
    • Service Orders Tab
    • Recurring Items Tab
    • Arrangements Tab
    • Special Conditions Tab
  • Account Control Panel Footer Toolbar
    • Back
    • Refresh
    • Add
      • Add Customer
      • Add Location
      • Add Location using Template
        • Select an existing template
        • Manage Templates
        • Save as Template
    • Move
    • Payment
    • Misc. Fee
    • Transfer Balance
    • Schedule Final
      • General Information
      • Next Customer
      • Final Bill Information
      • Process Information
    • Process Bills
    • Save
    • Clear
• Account Wizard
  • Details
    • Welcome
    • Name
    • Address
    • Contact Info
    • Communication Preferences
      • Default selections
      • Text/SMS preferences
      • Validation
    • Customer Contacts
    • Documents
    • Services
    • Multiple Fixed Items
      • Selecting Available Multiple Fixed Items
      • Adding Multiple Fixed Items
      • Editing Multiple Fixed Items
      • Deleting Multiple Fixed Items
      • Configuring Multiple Fixed Items
      • Setting Up Rate Codes
      • Selecting Rate Codes
      • Re-Activating Multiple Fixed Items
    • Demographics
    • Add Miscellaneous Fees
    • Deposits
    • Exemptions
    • Confirmation
    • Wizard Finish
  • Waiting Customers
    • Creating Waiting Customers
    • Cancelling Move-Ins
• Final Bill Wizard
  • Details
    • Welcome
      • Unposted Transactions
      • Payment Arrangements
    • Final Bill Address
    • Services
    • Add Miscellaneous Fees
    • Deposits/Contracts
    • Open Service Orders
    • Readings
    • Review Calculations
    • Complete
• Service Orders
  • Service Order Setup
    • Service Order Category
      • Add/Edit Category
      • Delete Category
    • Service Order Code
      • Add/Edit Service Order Code
        • General Tab
        • Tax Detail Tab
      • Delete Service Order Code
    • Service Order Templates
  • Service Order Management
    • Mobile Service Order (MSO) Required Permissions
    • Service Order Control Panel
    • Service Order tab on the Account Control Panel
    • Managing Service Orders
    • Create Service Orders
    • Edit a Service Order
    • Delete a Service Order
    • Quickly Assign/Unassign worker to/from a Service Order in MSO
    • Discuss a Service Order in MSO
      • Adding Discussion Comments
      • Editing Discussion Comments
      • Discussion Mentions
      • Deleting Discussion Comments
      • Sorting Discussion Comments
    • Service Order Statuses
      • Create a new Service Order Status in MSO
      • Edit a Service Order Status in MSO
      • Delete a Service Order Status in MSO
    • Priorities
    • Searching Service Orders in MSO
    • Closing a Service Order in MSO
    • Service Order Fees
• Deposits
  • Deposit Setup
    • Deposit Options Tab
    • Setup Deposit Codes
      • Managing Deposit Codes
        • Deposit Details
        • Refund Details
        • Interest Details
      • Delete Deposit Codes
  • Managing Deposits
    • Reviewing Deposits
    • Adding Deposits
    • Editing Deposits
      • Editing an Unposted Deposit
      • Editing a Posted Deposit
        • Calculate Interest
        • Apply/Refund Deposit
        • Increase Deposit
        • Transfer Deposit
        • Adjust Deposit
        • Void Deposit
        • Modify
        • Make Payment
        • View History
    • Deleting Deposits
    • Mass Add Deposit Wizard
  • Deposit Process
    • Deposit Register
• Inventory Setup and Configuration
  • UMS Inventory Item Type
  • UMS Inventory Model
    • General tab
    • Custom Field tab
    • Meter tab
    • Transmitter tab
    • Backflow tab
  • Create Inventory
    • Configuration
    • Welcome Screen
    • Import Start Screen
    • Common Setup Screens
    • Import File Screen
    • Finalize Screen
    • Success Screen
• Manage Installations
  • Opening Manage Installations
    • From Account Control Panel > Location:
    • From Utility Maintenance:
  • Installations Tab
    • Inventory Location Groups
    • Individual Devices
    • Installed Items Listing
    • Device Details
    • Installation Management Tools
      • Add Item
      • Edit Item
        • General
        • Custom Fields
        • History
        • Notes
        • UDC (User-Defined Codes)
        • Meter
        • Transmitter
        • Backflow
      • Remove Item
      • Changeout Item
  • Utilizations Tab
    • Locating Register Utilizations
    • Managing Register Utilizations
      • Activity Checkbox
      • Read Measurement Type
      • Aggregate Operation
        • Add
        • Ignore
        • Subtract
      • Use Minimum
      • Use Allowance
      • Primary Meter
    • Multiple-Register Meters
    • Foreign Register Utilizations
      • Foreign Registers in Utility Maintenance
      • Foreign Registers in Manage Installations
  • Usage Overrides Tab
    • Adding Overrides
    • Editing Overrides
    • Archiving Overrides
  • History Tab
  • Notes Tab
    • Locating Item Notes
    • Managing Device Notes
  • UDCs Tab
    • Locating Device UDCs
    • Managing Device UDCs
  • Unbilled Usage Tab
• Miscellaneous Transactions
  • Payment Setup Wizard
    • Gateway Wizard
    • Client Wizard
    • Test Wizard
  • Adjustments
    • Add Adjustments
    • Edit Adjustments
    • Delete Adjustments
    • Post Adjustments
  • Miscellaneous Fees
    • Adding Miscellaneous fees
      • Creating a new Miscellaneous Fee code
        • Fee Details Tab
        • Tax Details Tab
    • Editing Miscellaneous Fees
    • Deleting Miscellaneous Fees
    • Saving Miscellaneous Fee Transactions
    • Misc Fee Post and Create Miscellaneous Statements
  • NSFs
    • Preview Notice
    • Add NSF
    • Edit NSF
    • Delete NSF
    • NSF Post and Create Miscellaneous Statements
  • Reversals
    • Add Reversal
    • Edit Reversal
    • Delete Reversal
  • Refunds
    • Add Refund
    • Edit Refund
    • Delete Refund
  • Refund Process
    • Choose the Limit Options
    • Choose Refunding Options
    • Review Refund Warnings
      • Screen Elements
        • Display Exceptions
        • Warnings Report
        • Totals
      • Warnings
      • Actions
        • Defaults
        • Selections
    • Review Transactions
  • Reinstate Bad Debt
    • Add Bad Debt Reinstatement
      • Customer/Location Information.
      • Choose bad debt write-off to reinstate.
    • Edit Bad Debt Reinstatement
    • Delete Bad Debt Reinstatement
  • Refund Check
    • Create Check
    • Print Reports
    • Print Checks
    • Reprint Check
    • Void Check
  • Convert SOC to OC
    • Types of Credit Balances
      • Open Credit
      • Service Open Credit
    • Assignment of Credit Balances
      • Credit in Company Options
      • Credit from Applied Deposits
      • Open Credit in Adjustments
    • Conversion of Credit Balances
  • Transfer Balance
    • Transfer Balance Post and Create Miscellaneous Statements
  • Transaction Reversal Wizard
    • Possible error messages:
• Delinquency Transactions
  • Create Delinquency
    • Post and Create Miscellaneous Statements
    • Create Work Orders from Shutoffs
    • Collection Sold Data
• UMS Reporting
  • Common Reporting Functions
    • Report Limits
      • Limit Options and Code Filters
      • Date Range
    • Sort Order
    • Report type
    • Report Output
  • Exception Reports
    • Adjusted Prior Reads
    • Billing Exceptions
    • Exemption List
    • Meter Exceptions
  • Financial Reports
    • Accounts Receivable Summary
    • Aged Receivables Summary
    • Backdated Transactions
    • Bad Debt Write-Off List
    • Balance Cash Drawer
    • Batch Totals
    • Budget Billing Reconciliation
    • WUDB Export
    • Enhanced GL Report
    • General Ledger Report
    • Liens Released Report
    • Open Balances
    • Operations Summary
    • Posting Totals
    • Pre-Posting Financials Review
    • Transaction List
    • Utility Billing Override Report
    • Write Off Balance
  • History Reports
    • Account History
    • Average Charge List
    • Average Usage List
    • Consumption History
    • Contract Payment History
    • Customer Change History
    • Customer Payment History
    • Meter Reading History
    • Usage Grouping Report
    • Service Order History
    • Multiple Fixed Item History
    • Move Out Report
    • Rate Study Report
  • List Reports
    • Account Inactivity
    • Customer Contact List
    • Customer List
    • Customer Notes
    • CWP User List
    • Location Current Customer List
    • Location Notes
    • Location Services List
    • Location Contacts List
    • Location Vacant List
    • Mailing Labels
    • Multiple Fixed Item List
    • Multiple Property Grouping List
    • Rate Code List
    • Service Order List
    • Bank List
    • Auto Payment Report
    • Resident E-Bill/Recurring List
    • GL Chart of Accounts List
    • GL Code Group Report
    • GL Code Assignments Report
    • Missing Services List
    • Emergency Contact List
    • AMS Call Status List
    • Special Condition List
    • Deleted Payment List
    • Refund List Report
  • Meter Reports
    • Backflow History
    • Backflow List Report
    • Backflow Testing Schedule
    • Leak Detection
    • Meter Aging
    • Meter Change Out
    • Meter Inventory List
    • Meter List
    • Tester List
  • Notices
    • Collection Notice
    • Interest Notice
    • Lien Notice
    • Lien Release Notice
    • Payment Arrangement Notice
    • Penalty Notice
    • Return Check Notice
    • Shut Off Notice
    • Yearly Water Budget Letter
  • Register
    • Bill Register
    • Charge Register
    • Collection Register
    • Delinquency Register
    • Deposit Register
    • Revenue Class Totals
  • RUBS
    • Demographic List
    • Unit Listing
    • Yearly Usage Summary
  • Custom Reports
• Payment Management
  • Payment Form
  • Payment Definitions
    • Example Information Cards
    • Example Payment Notes
  • Payment Form Keyboard Shortcuts
  • Payments to Multiple Accounts
  • Payment Distribution
  • Payment by Credit Card
    • One Time Credit Card Payment
    • Recurring Card Payments
  • Payment Reversals
    • Creating NSF’s
    • Creating Payment Reversals
    • Reversals of Multiple Account Payments
    • Reversals of Multiple Method Payments
  • Recurring Payments
    • ACH Configuration
    • ACH Processing
    • Recurring Credit Card Processing
  • Payment Reporting
    • Pre-Posting Edit List
    • Posting Totals Report
    • Customer Payment History
    • Transactions List
    • Batch Totals Report
    • Balance Cash Drawer Report
  • Deposit Payment Transfer
  • Payment Gateway Reconciliation
  • Reverse/Void Payments
  • Expiring Recurring Credit Cards Process
  • Scheduled Payments
    • Overview
    • Requirements
    • Definitions
    • UMS
      • Requirements
        • Scheduled export setup
      • Process
      • View/review scheduled payments
      • Options
    • CWP
      • Requirements
      • Setup
      • Process
• Meter Readings
  • Prepare for Meter Reads
    • Create Route Sheet
    • Create File for AMR Device
    • Manually Enter Reads
    • Estimate Meter Reads
      • For a single meter:
      • For a group of meters:
    • Review Read Exceptions
    • Print Meter Exceptions Report
  • Import Meter Reads
  • Make Corrections to Reading Dates
  • Resequence Route
  • Multi-Register AMR Import
    • UMS Server Configuration
    • Standard UMS Server Configuration
• Process Bills
  • Regular Billing
    • Review Calculations
    • Review Edit List(s)
    • Billing Exceptions
    • Post Charges
    • Post & Create Statement
  • Cycle Billing
    • Review Calculations
    • Review Edit List(s)
    • Post Charges
    • Post & Create Statement
• UMS Billing Adjustment
  • Control Panel Billing Adjustment
• Creating Statements
  • Regular Billing
    • Create Statements
    • Preview Statement Edit List
    • Preview Statement Edit List & Create Statements
    • Print Statements
    • Send Statement Notifications
    • Export Statements
    • Preview Statements
    • Preview Adjusted Statements
    • Preview Bill to File
    • Compare Bill to File & Bill Register
    • Export Bill to File
    • Export Bill to XML
  • Cycle Billing
    • Statements
• Post Transactions
  • Post Transactions
• General Ledger
  • General Ledger Setup in UMS
  • Setting up the GL Chart of Accounts
  • Setting up the GL Code Groups
  • Assigning GL Code Groups
  • The General Ledger Report
  • Understanding GL Transactions
  • Exporting General Ledger Transaction to an accounting application
    • Export GL Transactions
      • Great Plains Accounting Interface
  • Post Adjustments
• Water Conservation Module
  • Types of Conservation
    • Tier by Month
    • Tier by Allocation
  • Tier by Month Setup
  • Tier by Allocation
    • Formula Allocations
      • Setup Checklist for Formula Allocations
  • Formula Allocation Setup
    • Demographics
    • Allocations
    • Formula Allocation Detail
  • Average Allocations
    • Setup Checklist for Average Allocations
    • Average Allocation Setup
  • Average Allocation Detail
  • Rate Code Setup
    • Consumption Tiers
  • Demographic Items on the Customer Control Panel
    • Variances
  • Calculating Allocations
    • Group Calculations
  • Individual Calculations
  • Calculation Samples
• Stock Module
  • Stock Options Setup
  • Company Stock Options Form
  • Stock Tab on ACP
  • Stock Toolbar
  • Proxy Voting Control Panel
    • Proxy Ballots to be Mailed
    • Print Ballots Report
    • Voting List
    • Reset Votes
    • UMS Stock Report
    • UMS Stock Mailing Labels Report
    • UMS Stock Count Shares Report
• AMS Interface
  • Setup
  • Message Templates
    • Pre 5.0
      • Merge Fields Pre 5.0
    • Post 5.0
      • Merge Fields Post 5.0
    • Upgrade Pre 5.0 to Post 5.0
      • Conditional Merge Fields
      • Examples
  • Twilio
    • Configuration
      • Add
  • Teleworks
    • Configuration
  • IVR Tech
    • Configuration
  • Broadcast Status
• Communication Preferences
  • Setup Communication Preferences
  • Opting into SMS Notifications
    • Through SMS
    • Through UMS
  • Opting out of SMS Notifications
• Account Level Budget
  • Setting up Account Level Budget
    • Turn on Account Level Budget Option
    • Set up an Account for Account Level Budget
  • Update Budget Process
  • Review/Edit Budget
• Conservation Rate
  • Formula
  • Manage and Setup Conservation Rates
  • Manage and Setup Formulas
  • Setup Formula Variables
• Scheduled Task Automation
  • Security Permissions
  • Setup
    • Configuration
      • General tab
      • Configuration Tab
• Customer Contact Wizard
  • Prerequisites
    • Email Server Configuration
    • AMS Configuration
    • Email Address Setup
    • Phone Number Setup
    • Security Permissions
  • Limit Options
  • Additional Limit Options
  • Review Selection Results
  • Compose Email
  • Compose SMS/RoboCall
  • Review Results
• Service Request Management
  • Security Requirements
  • Search
  • Process
• Disallowed Pay Methods
  • Setup Disallowed Pay Methods
  • Payments
    • Normal UMS Payments
    • Auto Payments
• Message Template Editor
  • Other functionalities
    • Add a hyperlink
    • Embed an image
    • Link an image