Pending Bills
We would like for customers not to be able to see pending bills online. We would like for statements to be available for viewing only after they are posted. This can be confusing for customers, to be able to see a pending charge while we are still processing/making adjustments or corrections to bills. We have had numerous customers call because they could see a pending charge, but then the charge ended up being a different amount once the statements were actually processed.
Rachel Jackson
shared this idea
Thank you for your request. There is already a setting in your CWP Portal Configuration that will allow users to 'Hide Unposted Transactions' on your customers' accounts in the web portal. You can enable this setting by signing into your web portal as an administrator, then selecting the 'Configure Portal Features' button. Inside the list of options is a toggle to 'Hide Unposted Transactions' that can be enabled. Once enabled, unposted transactions will no longer show in the portal. Please visit https://cusits.zendesk.com/hc/en-us/articles/9801899719700-CWP-Configure-Portal-Features for more information.
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Rachel Jackson
commented
The CUSI tech that I spoke to told me that it wasn't an option, but suggested I post to this board. This is going to be a huge help to us, thanks so much!!