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  1. Change sign up for SMS

    We are having trouble getting people to sign up for text/SMS because it requires them to login to their account online and then change their preferences. It would be nice if we could send them like a link via email that they could click on to approve signing up for texts. Or a simple entry on our website, much like when you sign up to receive a coupon code on a retail website that you just enter your phone number and it sends you a text that you have to reply "Yes" to. The way it is setup just doesn't…

    6 votes

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  2. Break Out Delinquencies in Communication Preferences

    Our organization currently utilizes the system’s Communication Preferences functionality to manage automated notifications related to customer delinquencies. At present, the system defaults all delinquency-related notifications to a single, unified communication preference setting, which is robocall. This creates challenges when we attempt to tailor communications based on the stage or severity of the delinquency.

    Current Process: We run penalties and send out corresponding penalty notices.
    Separately, we process shutoff actions for accounts that have escalated beyond the penalty phase.
    The system’s default robocall configuration applies uniformly to all delinquency stages, without allowing differentiation between penalty communications and shutoff communications.

    Business Need::…

    3 votes

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    We'll continue to monitor this request and update it as interest grows.

  3. Deposit Register Sort Order

    It would be beneficial to have a "charge date" sort order option. We would like to review the oldest deposits on file to ensure security deposit refund accuracy. Thank you

    Posted on the behalf of The City of Shelby Utilities

    3 votes

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    We'll continue to monitor this request and update it as interest grows.

  4. Automated E-Billing & Autopay Incentive Feature

    This proposal requests the development of a new, touchless software feature designed to automatically reward customers who enroll in both E-Billing (paperless) and Autopay.

    By creating a method for zero staff touchpoints we would be able to maximize the cost savings to our customers and provide a larger incentive (statement credit). That proivdes us the opportunity for boosting customer loyalty to our most efficient customers.

    The feaure would have 3 steps;
    1. Capture ebill (no paper) customers' company number, account number, and location number (the requirements of a mass add/mass adjustment),

    1. When the autopay file is generated any matching sequences…

    6 votes

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    1 comment  ·  Admin →
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  5. 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 votes

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  6. disallowed payments by location and/or customer instead of just customer with expiration

    Function for disallowed payments by location instead of by customer (or if we could do customer and/or location). For example a landlord has mulitple locations, but only one location is not allowed to pay by check. Also an expriation date for each disallowed payment type.

    5 votes

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  7. 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 votes

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  8. Manual removal of shutoff status or allow for different threshold customization

    We allow our customers to pay their past due bill to avoid shut off, rather than the entire account balance. Their account will show 'shutoff' unless they have a zero balance. This is contradictory to our policy and confusing to customers. I would also like to be able to customize the shutoff notice that is sent, like we can do with our email statements.

    1 vote

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  9. Provide option to add additional emails for a user

    Currently only one email can be added to a user in Security Setup, but a CSR may have 2 emails; their individual email and the CSR group email. Having the option to add a second email to a user's Security Setup will allow payment notification to be sent to the second email, which could be their CSR group email.

    8 votes

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  10. 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 votes

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  11. 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 votes

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  12. expiration limitation on UDC

    UDC code that can expire. example - no payment plans for a year, apply a no plans udc that expires in a calendar year. they we don't have to manually review reports to put accoutns on and off.

    2 votes

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  13. accomodation request for default font change

    the default microsoft font is not accessible friendly. we should be able to select a font that is more accessible for visual imparement needs as well as for neurodivergents or any other accessibility need.

    3 votes

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  14. Reminders/ tasks

    make them have the ability to "pop out" like notes do when you open UB4. It could either be by individual task date (which would be GREAT!) or just the entire task note. This would help to remind us of important things that might need changed, reviewed, or checked on before billing for example.

    2 votes

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  15. 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 votes

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  16. Customer Name when re-sequencing route

    when resequencing a location, it would be much easier to know exactly where to insert if the name of the current occupants of the locations were shown. Even though we have over 12,000 service locations, the names still mean something to us and would improve our accuracy of getting the sequence correct.

    (on behalf of Conway County Regional Water Distribution District, AR)

    2 votes

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  17. Cities in search results

    The ability to view service address cities in the search results box would be amazing! Often times we're looking for an address that is more generic, and we have to click on multiple people and open their accounts to view the city and see if it is the correct account. A huge time saving improvement!

    1 vote

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  18. All capital letters for the parcel number

    Can be changed or an option added to have the parcel number in the location tab, only be entered as capital letters? When the parcel number is entered with lowercase letters by mistake, it conflicts with some of our programs that use this information.

    3 votes

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  19. wants to add "User closed" on the service order control panel

    created on behalf of Greater Ouachita

    wants to add "User closed" on the service order control panel to determine who actually 'closed' the service order.

    1 vote

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  20. Batch Total Report

    Add an option to the Batch Totals report to be able to select batches by user.

    4 votes

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