UB4
112 results found
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Notification template menu to default to "no communication"
In "process delinquencies" we would like the shutoff notification menus to start out blank or with "no communication" as the default. Right now, the first template on the list shows in the menu and it's too easy to accidentally send a notification to that incorrect template.
1 vote -
Final Bills and mailed statements
I would like the customer to continue receiving statements as long as there is a balance. We send the final bill and that's it. The next month a statement doesn't generate even if I click final during the billing process. If they don't pay their balance, I would like to be able to generate another statement the next month, and next month.
1 vote -
Exempt sales tax at the customer level
We got in trouble with our auditors where we forgot to change a rate code and unintentionally didn't charge sales tax. If we could exempt this at the customer level, it would prevent user errors and we wouldn't have to change rate codes.
1 vote -
A button to change mailing address to service address.
We need a button that places the service address in the mailing address. You can't see it from the address screen in the customer tab and it would be nice just to have a button that enters the service address. In CBSW we had an arrow that just brought the service address over to the mailing address.
1 vote -
Customer portal display which account on auto pay
Customers with multiple accounts linked in their customer portal currently have a red asterisk after the amount due indicating the account is on auto pay. It's not very obvious so would it be possible to display in red "Account is enrolled in AutoPay" directly after the account number and service address on the same line?
1 vote -
Attach Statement as PDF for E-bills #2
Please add us to this category as well. Point #1 (picture attached) is somewhat negated because the summary bill contains the exact same information. If Azure charges more for processing time, could this be offered as a paid add-on? We only want certain accounts to still have this ability, not the entire customer base.
For some reason, we are going back to paper bills. Industrial and commercial customers will not accept having to log in to a non-automated website every month just to manually download a PDF record—or, worse, requiring us to do it for them every month.
Please reconsider.…
2 votes -
Add progress bar to "Save As PDF" when "printing" statements
We save our monthly statements as a PDF to send to our mailhouse for printing. When waiting for the 2656 pages to "Save As PDF" it would be helpful to see a progress bar to know if it is still working since it takes so long.
3 votes -
Open Service Order Identifier
In UMS, if there is an open service order, the Service Order tab lights up red. This identifier should also be implemented in UB4.
1 vote -
jhigh@denverboro.net
would like to submit an enhancement request for the ability to not have the allowance be factored in when trying to bill the First Bills for only the usage, and not the minimum.
1 vote -
Ebill Enrollment Automatic Message Trigger
Given the increasing prevalence of phishing and spam filtering, it would be beneficial from a customer service perspective to include an automatic message triggered when a customer enrolls in e-bill encouraging them to add the sender address to their safe senders list. This would help ensure they receive electronic bills and account notifications, reducing the likelihood that emails are filtered to spam or junk folders. Improving email delivery could also help customers avoid late fees and penalties resulting from missed invoices or account notices.
1 vote -
Payment arrangement issue
When a customer calls and just asks for their balance if they are on a payment arrangement it doesn't show on the main screen to let us know to look for what their arrangement amount will be. We had a very upset lady as she thought we should know at a glance and not give her the total amount of her bill but the amount of her monthly arrangement added to her current bill.
Thank you!5 votes -
Sort Deposit Register by deposit number
We would like to have the ability to sort the Deposit Register by deposit number.
1 vote -
Payment confirmation
Payment confirmation codes on IVR payments, customer's would love to have one.
1 vote -
Meter listing report to Include: Transmitter #, manufacture, End Read, rate code
The Meter listing report does not include the transmitter number, although you can run a query this is also limited because if there's no transmitter on a meter it does not appear on the report. You have to run multiple different reports to view the current active meter listing in one report. This makes things especially difficult and time consuming during a mass meter changeout process. Need meter listing to include transmitter #, manufacture, meter end read, meter end read date, rate code, customer email, and mailing mailing address
1 vote -
payment time stamp
It would be nice if we could see what time the payment was made on an account under payment information. When running shut off's we will have customers who will make online payments before the technician makes it to that address.
8 votes -
Change verbiage "Notify in Advance" to "pre-note only-notify in advance"
On the Customer screen on the autopay tab when enrolling a customer can you change the verbiage "Notify in Advance" to "pre-note only-notify in advance" .
Just having it "Notify in Advance" is kind of confusing, I first thought it meant it would would notify the customer in advance ( like a week if we wanted to) each time prior to the auto pay pmt being applied.1 vote -
Accounts Receivable Report date range
When running an Accounts Receivable Report, the "from" field for the date range automatically pops up as one year ago. We never want to run it starting a year ago so changing it to one month ago is kind of a pain. Can the "from" field start out blank, or one month ago, or (ideally) the same as the last time the user ran the report?
3 votes -
Adding sales tax on waiting customers
When adding sales tax to a waiting customer the status automatically updates the sales tax to current, leaving the other services in waiting status. This needs to be fixed or the greyed out box with the status needs to a drop down box so we can change the status to waiting ourselves.
1 vote -
Error report - meter reads
The error report after the reads are imported is not helpful. Listing a record number instead of an account number makes this report pretty much useless. Please give more information so we can search the errors and correct them before billing.
2 votes -
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
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