UB4
35 results found
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A copy of billing statement needs to be attached to the e-bill like it was in CBSW
A copy of the billing statement needs to be attached to the e-bill like it was in CBSW so the customer can just click on it so it opens up. Now in UB4 it is not attached to the e-bill and it instructs a customer to go to their web portal to view statement. I have a bunch of people who requested the e-bill's but do not have a web portal account. They requested e-bills mainly because of issues with the mail. Now they are upset that the statement was not attached to the e-bill. They really do not want…
8 votes -
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.6 votes -
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.
5 votes -
when on the payment screen, need to be able to go directly to the customers account without having to search it again. acrch . celty to
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!!4 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
3 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 -
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.3 votes -
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 -
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 -
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.3 votes -
billing exception list/changeouts - create single line review
when going through the change-out billing exception's, it would be nice to have a single review screen where you can review/edit prior/current dates and readings and usages on both meters. instead of having to go to two different places.
3 votes -
Payment Screen - make customers name in Bold
on the payment screen can you make the customers name in BOLD.
Since the customers name on is the opposite side on the payment screen and the amount due, by having it in BOLD will make it jump out at you.
3 votes -
Add customer names to the route resequence screent
It is easier to move a customer to the correct read position if you will include customer names in the resequence a route screen.
2 votes -
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.
5 votes -
Notes checked off to show up in message center under location or account tab. The NEWEST note needs to be at the top, not the oldest. der
When on the note tab and you check the box off for the note to also show up in message center under the location or account tab. The NEWEST note needs to be at the top, not the oldest. IF it doesn't do that then after a few years you will have a lot of scrolling to due to fine the newest note and you may miss something very important.
2 votes -
payment entry
The manual payment entry screen is awkward. Can it be made more user friendly?
4 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.
1 vote -
Automatic email generated to customer if change made on their account
When a change, like an address change, is made on an account where that customer is signed up for the web portal, an email is automictically generated to them. in the body of the email that is sent to the customer there is a box in the upper left hand corner that has nothing in it. It says click on the "x" to see image. It would be nice if the box could be removed all together or if maybe our company logo can go in it.
2 votes -
billing exception edit list - color code when account is reviewed
When going through the billing exception edit list by manual review. It would be nice if the account changed color after it was reviewed then you will know where to pick up if you got side tracked or had to leave that screen and come back.
2 votes
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