UB4
85 results found
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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.
10 votesWe need more votes on this request.
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When taking a credit card payment, have a check box to also add to autopay
this option was available in UMS and is not in UB4. This now requires us to ask for their card information twice rather than being able to do it all at once.
2 votesThank you for your suggestion. We are currently seeking additional votes to move it forward. If you support it, please consider casting your vote.
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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.
3 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. To move forward with this enhancement, we require additional support from the broader user community.
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No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
6 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.
7 votesWe need more votes on this request.
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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.
7 votesWe need more votes on this request.
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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.
5 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.
11 votesWe need more votes on this request.
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Enhance reports to 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.
5 votes -
Bill Calculation Error Report
Need to return an error for "Meter Not On" when UB4 cannot calculate for a metered service because the device is not on.
1 voteThis 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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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.2 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. To move forward with this enhancement, we require additional support from the broader user community.
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Open Balance and Aged Receivables Balances over XXX.XX
Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.
1 voteThank you for your suggestion. We are currently seeking additional votes to move it forward. If you support it, please consider casting your vote.
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On account screen, customer tab should open up first not history
When opening an account, have the customer tab in the 1st position to open up right away or just change it that the customer tab opens up right away instead of history tab. I'm always having to go and click on customer tab and with the slight delay it can waste time.
7 votesAdditional votes are needed to support this software change request.
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Adjustment Amount
Add a security option where UB4 Users are only allowed to enter adjustments of a max amount.
1 voteThank you for your suggestion. We are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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Link to my CWP from my UB4 Dashboard
It would be convenient to be able to get to CWP from within the UB4 UI.
I think the UB4 Dashboard would be a logical place for a link to my CWP.
Bonus points for single sign on, i.e. if I am logged in to UB4 as an admin, then automatically log me in to CWP as an admin.
7 votesWe need more votes on this request.
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My Tasks Due Date or Notification
Allow a due date to be added to My Tasks
4 votesAdditional votes are needed to support this request.
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Service Order Control Panel
Provide a way to delete open service orders (MSO) in mass from the Service Order Control Panel.
4 votesWe need more votes on this request.
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Have the Capability of Editing the Read Type on the Customer Control Panel Level
In UMS you're able to edit the Read type by going to Location > Manage Installations > On the meter click 'Edit Item' > Meter > Select your Register > Change Read Type there
In UB4 Go to Devices > Search for Meter > click on Meter > Make the Changes there
That process is fine, however we would like to be able to change the Read Type in the Control Panel based level also.
4 votesWe need more votes on this request.
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Payment Breakdown chart
Could the Payment Breakdown chart on the Dashboard be customized for selected date ranges or given options so it can match up with the Collected Today, Collected This Month and Collected This Year figures?
2 votesAdditional votes are needed to support this request.
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Configurable Dashboard
CS Week 2024. A consistent theme for almost every demo was the ability to configure the primary UB4 dashboard that is displayed upon initial login to UB4. These dashboards would be configured based upon user role. There should be several canned widgets that users can select from like the admin/customer dashboards in CWP. Ideally users could create custom widgets
5 votesWe need more votes on this request.
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