UB4
102 results found
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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!2 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.
3 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 -
IVR & Bill Pay Payments Splits Between Locations
When customer that has multiple locations under 1 account number makes a payment for a certain location, it will split the payment & apply to each location, can you fix it to where they can decide which location it will go to??
2 votes -
MOVE TRANSACTIONS
In CBSW we could move partial payments from one location or account to another under misc transactions, in UB4 we have to move all of it, could you make it to where we can move partial payments?
7 votes -
Improvements to Prepare Meter Reads
The lay out of the "Enter Meter Readings" was more functional to use. You can view history by scrolling, view notes the same way. The PDF reports for everything you click on is not useful or functional. You should be able to sort by account number or location number which should be included instead of category or added. Or at least have the option to sort all of the titles at the top instead of just current read date, current read, and unbilled. In CBSW you could sort any of the titles. The whole screen was user friendly. I spend…
2 votes -
Assigning Field Operators to Service Orders
We need to be able assign a field operator to a service order without having to create and pay for additional users that do not utilize the mobile service order program. In our situation, the field operators do not access the mobile service order program nor the billing program. We need the ability to assign operators to service orders for our records. We were able to do this with CBSW by assigning the work order to a "worker code", new user creation was not necessary.
8 votes -
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.
9 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.
2 votes -
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.6 votes -
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.
3 votes -
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.
5 votes -
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.
12 votes
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