UB4
108 results found
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batch management numbers and amounts
on the batch management screen, there are two boxes for the total and the number of transactions, but those boxes never generate data. You have to open the details to see what is in that batch. It would be great if it would populate as entries are put into a batch or at the very minimum when the batch is posted.
6 votes -
Emergency Contact List - Limit search
Currently the emergency contact list only allows you to search by street. Having the ability to narrow that search down to a certain range of house numbers (ex: 2010 - 2026) would be helpful because the notification would only be sent to the affected customers instead of the entire street.
10 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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We need the "shutoffs to be posted on a certain date and immediately show the shutoffs as due, not the day after.
We need the "shutoffs to be posted on a certain date and immediately show the shutoffs as due, not the day after. Our customers complain that they won't pay the fee because it isn't due yet.
1 vote -
adding services in the location tab
When adding services in the location tab it takes a really long time. In CBSW you could add everything very quickly. In UB4 you have to wait 10 seconds for things to load and then wait for them to add, get back to the location screen and add another service and then wait again and continue this over and over until all the services have been added. When setting up new locations this is very time consuming compared to the amount of time it took in CBSW.
11 votes -
Incorporate a way to get electronic signatures from customers.
We would like to be able to send our forms to customers directly from UB4. For them to be able to electronically sign and upload the required documents for service.
13 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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ADD SITUATION CODE ON METER READ REPORT
Would like to see the Situation code field when entering/preparing meter manual reads on the report. The field does not appear as a column on the report . Data/column available for entry but does not appear anywhere on any of the reports. Would like to run report to get data or a list that need verify reading status, generate work order, or add notes back to customer account.
2 votes -
Shut off letter
I would like to mail/ email shut off letters the property owner. I only have the option for customer or contacts. That would mean I would have to enter the property owner as a contact too (double entry).
Also, I would like the entry of a new contact to be less steps. If they have a customer number we should be able to enter that.5 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
10 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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Interest, Misc, and Adjustments
Would be nice if interest, miscellaneous, and adjustments that are posted the same day as charges should show prior to the charge to reflect a current balance.
3 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Graph should be based on water usage history
Because our company only meters water it would be better if the graph on the statement and on the UB4 account screen we should be able to pick what to show on the graph and it would be nice if when you hovered over the dots that is pops up the usage related to the dot.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Sort Note Type
On the note tabs, When you create a new note, the Note Type categories are not sorted.
1 vote -
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!!24 votesThanks for this suggestion — this work has been reviewed and is planned for an upcoming release. We'll share more details as it gets closer to launch.
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Account History Filter
Customer Payments should allow you to click on each one to provide detailed information like it does without the filter, add charges as an option in the filter, and usage in the account history as a column.
1 vote -
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.26 votesThank you for your suggestion. We are reviewing this request.
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Add Business to Customer Contacts, and Location Contacts
Contact Type should give you a drop down for Government, Business, Individual, Non Profit and Profit and generate Organization Name field. Some of our Location Contacts are business and right now we have to split the name and Customer Type should add Business as an option as well and generate Organization Name field.
1 vote -
cash tendered
When going to post your deposit for the day and you look at batch management it says cash tendered not cash accepted. I don't care how much cash was tendered I care what should be in my money draw.
4 votesThank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.
In order to proceed with this enhancement, we will need additional validation and support from the UB4 community. Broader engagement helps us better understand demand and prioritize future development efforts.
We encourage community members to review and vote on this idea.
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final bill date
create a column on reports that includes customers with "final Status" that shows their final bill date. For example, when doing open balance reports, it would be easier to see it right on there rather than having to run another report or look at the account to see hold long the account has been closed and not paid.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Automatic Notes on Account
Account notes are automatically generated any time a modification is made to the account: phone number change, last name change, billing address change. It would also be beneficial to have an automatic note if a notification has been given, such as any IVR/text notifications for delinquencies and shut offs.
4 votesThank you for your enhancement request and for contributing your idea to the UB4 community. We value this input and appreciate the effort taken to share potential improvements.
In order to proceed with this enhancement, we will need additional validation and support from the UB4 community. Broader engagement helps us better understand demand and prioritize future development efforts.
We encourage community members to review, comment, and vote on this idea.
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Show the 12 month customer average on the account.
Most all utilities have an average available on customer accounts and on customer bills. The average can help customers compare their previous usages and allow us to share the info quickly without running a report for an individual customer.
7 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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Usage History on UB4 and CWP
We only meter water and it would be nice if the usage history on both the UB4 side and the customer side defaulted to water instead of sewer first.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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