UB4
108 results found
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payment time stamp
It would be nice if we could see what time the payment was made on an account under payment information. When running shut off's we will have customers who will make online payments before the technician makes it to that address.
5 votes -
One click to print receipt
Printing a physical receipt requires an unnecessary amount of clicks compared to CBSW. The expected behavior is to click print and have it print at the receipt printer as that is their dedicated printer. Instead, I am taken to a print preview screen, I have to select the correct printer, and hit print. Perhaps the ability to assign default printers to specific reports would be a way to add this functionality while also allowing other users the option to utilize it or not.
15 votes -
Email History on Customer Account
When sending an email through the customers account it is not keeping the history of that email on the customers account. It is putting it in the MASS communications section. All emails sent should show up on customers accounts, and the actual email should be there, not just a notice that says one was sent.
13 votes -
When applying shut off fees add it to the "past due" amounts.
When applying shut off fees the charges need to be added to the past due amounts at the top of the screen or have a line item just for "shut off fees". The customer will call and want to know what they need to pay to get reconnected and we have to manually add the past due fee and then scroll down and add the shutoff fee together to give them their total.
11 votes -
Payment arrangement issue
When a customer calls and just asks for their balance if they are on a payment arrangement it doesn't show on the main screen to let us know to look for what their arrangement amount will be. We had a very upset lady as she thought we should know at a glance and not give her the total amount of her bill but the amount of her monthly arrangement added to her current bill.
Thank you!4 votes -
Assigning Field Operators to Service Orders
We need to be able assign a field operator to a service order without having to create and pay for additional users that do not utilize the mobile service order program. In our situation, the field operators do not access the mobile service order program nor the billing program. We need the ability to assign operators to service orders for our records. We were able to do this with CBSW by assigning the work order to a "worker code", new user creation was not necessary.
8 votes -
MOVE TRANSACTIONS
In CBSW we could move partial payments from one location or account to another under misc transactions, in UB4 we have to move all of it, could you make it to where we can move partial payments?
7 votes -
More than one Email address
We have households and businesses request that we have more than one email address on their account that can receive ebills.
8 votes -
PRINT USAGE HISTORY
Have the ability to print customer usage history from the account screen. Currently only have ability to see graph to print or run a consumption report for that customer. seems like a lot of functionality in the account screen was lost when we went to ub4
8 votes -
PRINT UPDATED BILL
there needs to be away to print updated bills. If a customer has made a payment on a bill that has a remaining balance there should be away to print an updated bill showing the payment and new balance. Also, if we have to make an adjustment on an account there should be away to print an updated bill after an adjustment has been made. We could print updated bill in CBSW after payments or adjustments have been made. Would really love for this to be added to UB4.
32 votes -
Portal Template Messages
We received an email from a customer stating that she received an email when we updated/changed her mailing address. So making the simplest of changes like spelling out DRIVE would generate an email. I understand that this function was set up for transparency but it causes confusion for the customer and generates unnecessary phones calls or emails from the customer. It would be nice if each template had an on/off function added to it.
10 votes -
Accounts Receivable Report date range
When running an Accounts Receivable Report, the "from" field for the date range automatically pops up as one year ago. We never want to run it starting a year ago so changing it to one month ago is kind of a pain. Can the "from" field start out blank, or one month ago, or (ideally) the same as the last time the user ran the report?
3 votes -
Add progress bar to "Save As PDF" when "printing" statements
We save our monthly statements as a PDF to send to our mailhouse for printing. When waiting for the 2656 pages to "Save As PDF" it would be helpful to see a progress bar to know if it is still working since it takes so long.
2 votes -
Mass Customer Contact Filter & Import Options
UB4 already supports Customer Contact Wizard for targeted communication campaigns, including multi-channel messaging (Email, SMS, & IVR notifications). However, the current targeting relies on filters like service cycles, routes, and custom User Code criteria—not direct account imports. This request is to propose adding the ability to import a CSV file of Account Numbers to target for Informational Messages, similar to functionality available in UMS. Utilities often need to communicate with a specific subset of customers (e.g., backflow notifications or general informational service updates) that cannot be easily filtered by existing criteria options. Manual selection is time-consuming and prone to error;…
11 votes -
Amount Due in Search Results
We need when you go into account search to be able to see the $ amount due on the screen that comes up and
not have to hit the drop down arrow to find the amount. We have several landlords with multiple accounts and
they come in and want to know what total due is. It is taking us several minutes on landlord accounts with several accounts to find the total due. I would like to see the $ amount next to current.6 votes -
move out - email final bill option
I would like an email final bill option during the move out process.
16 votes -
Preview before posting bills
It would be so much better to preview the bills before post and create. This will cut down on error billing and billing date errors.
7 votes -
Scroll instead of pages
Replace pages with scrolling for things like review calculations, devices, and so on.
5 votes -
Customer portal display which account on auto pay
Customers with multiple accounts linked in their customer portal currently have a red asterisk after the amount due indicating the account is on auto pay. It's not very obvious so would it be possible to display in red "Account is enrolled in AutoPay" directly after the account number and service address on the same line?
1 vote -
Statement Due Date
Need the ability to update the statement due date after posting.
6 votes
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