UB4
51 results found
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PRINT UPDATED BILL
there needs to be away to print updated bills. If a customer has made a payment on a bill that has a remaining balance there should be away to print an updated bill showing the payment and new balance. Also, if we have to make an adjustment on an account there should be away to print an updated bill after an adjustment has been made. We could print updated bill in CBSW after payments or adjustments have been made. Would really love for this to be added to UB4.
1 vote -
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.
1 vote -
Expiration Date Disallow Payment Methods
An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.
2 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 vote -
Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
2 votes -
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.
1 vote -
1 vote
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Billing Review Calculations: Add Export Option
On the review calculations tab under billing, you should be able to export the calculations into a grid like you were able to do in CBSW. This was extremely helpful when trying to balance the billing and finding any errors. It took minutes to find any calculation errors versus having to print the billing edit list or review calculations page and going line by line.
2 votes -
Easily Add Email Address to Account
When emailing a statement/receipt from the history tab of the ACP the email address populates if we have one saved for that customer. If not, the user has the option to type in the email address. Please consider adding a check box that would allow the user to save the email address to the account that they type in. See image attached.
1 vote -
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.
3 votes -
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.
1 vote -
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 vote -
Adjustment Amount
Add a security option where UB4 Users are only allowed to enter adjustments of a max amount.
1 vote -
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 -
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.
2 votes -
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 -
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 -
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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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…
5 votes -
1 vote
We are reviewing this request.
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