UB4
40 results found
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would like less clicks of tab button on the payment screen after entering check number
After you enter the check number on the payment screen and hit TAB, it would be nice if it would go directly to the green PAY button to post the payment. Instead you have hit the tab button 4 times just to get to the green PAY button.
Suggestion: What would be really nice is, after you enter the check number you can just hit the enter button on the key board and than it would take you to the green PAY button and you can hit the enter button again. For me that would make it a smoother flow.8 votes -
Notes should sort by date not note level.
On the NOTES tab. Notes should be in date order with the newest note at the top. It shouldn't be by Note Level order. With the current set up, after a while when there are a lot of notes entered in, you are going to have to take extra time to go through the pages to find the newest note in a certain note level.
2 votesWe are reviewing this request.
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Payment screen-after posting a payment-cursor should automatically go the the OMNISEACH field.
On the payment screen, when you click on the green pay button to submit a payment at the bottom right of the screen, it should then automatically put the cursor in the OmniSearch field so you can type the next account number.
7 votes -
when on the payment screen, need to be able to go directly to the customers account without having to search it again.
Currently if you're on the payment screen for a particular account and for some reason if you need to go to their account screen there needs to be a button to click on to take you directly there. Right now there isn't. You have to search it which takes extra steps.
Having an option to take you right to their account screen would be huge!!5 votes -
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
5 votes -
Add Expand All option on the Notes Tab
The idea is to add an "Expand All" option on the notes tab within the utility billing system. This feature would allow users, such as Customer Service Representatives (CSRs) or Billing Clerks, to view all the notes at once without having to click on each note individually. This can be particularly useful when they need to quickly access and review all the notes related to a customer's account.
By having an "Expand All" option, it would streamline the process of viewing all notes, making it more efficient and user-friendly. This can save time and reduce the chances of missing important…
3 votes -
Web portal account- It should state if a customer is signed up for autopay.
If a customer signed up for Autopay it should state that in their web portal account.
I had a few customers who were unsure if they were set up for autopay and they logged into their web portal account to check but it doesn't state if the customer is signed up or not.4 votesThe request is scheduled for inclusion in CWP 3.0, which is expected to be released in late 2025.
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Prenote Transactions
When processing a prenote transaction for autopayments, we need the ability to see the accounts that are being processed like it was in CBSW. With it being a $0 transaction, nothing is showing on the screen when you process and often times we need to delete a record before it goes to the bank. We also printed the report to have on file to show that the prenote transaction was run and we cannot do this with it not showing up in UB4.
2 votes -
on payment screen: would like CHECK to prefill instead of cash
9 times out of 10 I'm posting a check payment vs a cash payment. It would save time if CHECK would prefill instead of CASH. Since most of the payments are checks, each time it takes 2 extra clicks to change it to check. Or could you make it that you only have to do one click to change the payment method.
right now you have to click the down arrow to change the payment method and then have to click on the method.4 votes -
Adjustment Amount
Add a security option where UB4 Users are only allowed to enter adjustments of a max amount.
1 vote -
Have reports list the total of the columns/categories
Currently in certain reports, like the Rate Study Report, the dollar totals are not calculated and displayed at the end of the report so we have to either manually add them up, or export it into CSV to total them. It would be nice if the total for all categories in a report showed as the final line in the report.
3 votes -
Search by Billing Address in UB4
When searching for a customer, the ability to search by the billing address is extremely helpful. We receive a lot of checks in the mail that do not have account information on them and we use the search field by billing address quite often in CBSW. With these types of situations, searching by the billing address becomes the only way we can easily identify which account to post the payment to correctly.
2 votesWe are reviewing this request.
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Add google map balloon that was in CBSW customer tab to the Account screen in UB4
Please add the google map balloon that was in the customer tab in CBSW to the account screen in UB4.
I used this a lot in CBSW and miss not having it.4 votesWe need more votes on this request.
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Transfers
When completing a property transfer with an account that has a prior balance, there should be an option to put the due date of the charges like in CBSW. This is causing our penalties to be out of balance and we are having to make adjustments to the accounts.
1 vote -
need someway to verify an e-bill didn't get kicked back for some reason
Mass e-bills are now being sent from a no-replay email. Now I have NO WAY to see if an e-bill got kicked back for some reason. In CBSW the e-bill were sent from our company's email and I got notification if one got kicked back. Plus I also could see all the e-bills that were sent in the sent file.
Please create some way to see this besides just a note in the Notes tab. I have a bunch a customers who said they didn't get the e-bill and I can't confirm. Right now I'm just going to have to…3 votes -
No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
3 votes -
Printing Bills
When printing the bills in UB4, there should be a way to sort by zip code + customer name. There should also be a way that when it prints by zip code, that it prints with the lowest zip code first like it did in CBSW. The billing is printing in an opposite order than it used to and it is taking a lot longer to sort through the billing.
1 vote -
Allow posting from Control Panel
Allow posting of misc fees and adjustments from the Account Control Panel. Current workflow requires adding the transaction on the control panel, leaving that screen to go to posting, post the transaction then go back to the control panel for any follow up tasks. This causes significant time loss during daily tasks when multiple misc fees or adjustments are needed across many accounts.
6 votesWe need more votes on this request.
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Operation Summary Report -
On the Operations Summary Report -
It would be helpful if under the Usage information : To be able to make each description custom to my water system and not have to retype each time.1 vote -
UB4 Exceptions noted in account
Have exceptions noted in the UB4 account transaction history similar to the UMS process
1 voteWe are reviewing this request.
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