UB4
92 results found
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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.
1 vote -
Viewing Past Due Balances for Accounts with Multiple Locations
We would like to see the past due balances total up somewhere. We have customers with many locations and to have to total them outside of the program just seems to not be very helpful and takes longer to post a payment. Trying to save time and work easier not harder.
4 votes -
notifications
We need a way to delete notifications. I know that we can hit stop but it will start again. We need a way to delete them so they aren't receiving the notification 2 weeeks+ later. Thanks.
1 vote -
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.1 vote -
Report Criteria
Please, please add the same limitation criteria for all reports within UB4, this is a very important tool for us that we cannot use for all of our reports. It would also be helpful to have date selections on all reports. Also, it would be helpful to have better sorting of report information too. If we sort by customer name, location number, etc. our reports are all over the place! When we run a list report we would like to be able to run it for a specific time period.
1 vote -
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.
1 vote -
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.
5 votes -
Sort Prior Date in Billing Enter Reads
While reviewing reads, the Prior Date column should have the option to sort by date. Some prior dates don't appear as a "Date Exception"
1 vote -
Sort Note Type
On the note tabs, When you create a new note, the Note Type categories are not sorted.
1 vote -
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
2 votes -
remove meter models and read types not used
remove meter models and read types my company will never use. this creates too much room for error when processing change outs or installing new devices. seems like we should be able to customize ub4 this way for each company
1 vote -
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 -
Print account history should allow condense view
Report Type should allow a condensed option when printing account history.
1 vote -
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.
1 vote -
AUTO PAY WITHDRAW ON FINAL & WAITING STATUS
Would like for all customers regardless of status to be pulled into auto pay for ACH or Credit card. Rental properties/landlord accounts generate adjustments and final bill customers do not pull to withdraw final billing statements. Over 1/2 of accounts that are final bill have to be moved back into a 'current status' in order to run auto pay to pull final bill balance.
4 votes -
Scroll instead of pages
Replace pages with scrolling for things like review calculations, devices, and so on.
4 votes -
Scroll through Review Calculations and see history and notes
It would be better if you could scroll through review calculations instead of going through 100+ pages. I have over 100 pages to review and it is hard to pick up on error. Also when clicking on an account you can access the history and notes for the account.
3 votes -
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 -
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.
5 votes -
Process Delinquencies
When processing delinquencies, it would be nice to be able to export an excel spreadsheet like we did in CBSW. We had the option to "export grid contents to CSV." We used this a lot when reviewing delinquencies balances and making sure everything was posted. Now, we have to print the register report in UB4 and can take hours to compare our lists to make sure everything is being posted. Also, we were previously able to print just the review transactions so there were less pages, but now it won't let you sort by location number when you print, it…
3 votes
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