UB4
73 results found
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mailing labels
on the report to print mailing labels I can code filter to get clients that are final billed, but I need a way to ONLY print labels for the ones that still have a balance due.
1 vote -
businesses have no customer name
When running reports (open balance, aged receivables, etc) the column for Customer name is empty on several accounts. They are all business accounts. Isn't there a way to put the Business name in and STILL record it as a business?
1 vote -
final bill date
create a column on reports that includes customers with "final Status" that shows their final bill date. For example, when doing open balance reports, it would be easier to see it right on there rather than having to run another report or look at the account to see hold long the account has been closed and not paid.
2 votes -
seasonal FIXED billing
There should be a way to modify a fixed rate in a customer account so that one customer has the ability to be billed seasonally for two different multipliers on the same fixed rates without affecting anyone else on those rates/ services. If seasonal billing was an option in the location utilities screen this would prevent us from having to remember to go in and change accounts twice a year manually, which is hard when there are MANY accounts that all have different seasons based on their business model OR going in and creating multiple rates/ services for each scenario.
1 vote -
address type
In the new customer window, it asks you to choose an address type. What it is really looking for is a MAILING ADDRESS. I would specify that first. Second, I would like to see home removed since the service address is the "home" in that case. I'd like to see Post Office, Landlord home, and business added.
1 vote -
auto payment report
offer a timeframe to choose from so we can only find out who are the newest people who have signed up for auto pay.
Or else give us a way to tell if a customer has had a prenote run on their ACH information or not once the prenote has been cleared.1 vote -
Password Requirements
When customers are creating new account usernames and passwords, it should pop up and tell them what the requirements are for those items (i.e.- length, upper case, lower case, a number, etc.)
2 votes -
Landlord properties
When you have a landlord's account number pulled up, there is a drop down to the right on the top that lists the attached accounts, but it only lists one account number at a time. It would be great if it listed ALL the accounts that are attached to that landlord so that you can select which property you want to see.
1 vote -
batch management numbers and amounts
on the batch management screen, there are two boxes for the total and the number of transactions, but those boxes never generate data. You have to open the details to see what is in that batch. It would be great if it would populate as entries are put into a batch or at the very minimum when the batch is posted.
2 votes -
Interest, Misc, and Adjustments
Would be nice if interest, miscellaneous, and adjustments that are posted the same day as charges should show prior to the charge to reflect a current balance.
2 votes -
Usage History on UB4 and CWP
We only meter water and it would be nice if the usage history on both the UB4 side and the customer side defaulted to water instead of sewer first.
1 vote -
Enter Meter Reads by Service Address
We are able to print meter books by service address, but are unable to manually enter the reads by service address. It only allows you to enter by reading sequence. It's pointless being able to print by service address if it's still going to be mixed up when entering. Adding a "Sort By" option would be helpful so we can enter reads whichever way we choose.
1 vote -
Ability to Add Notes via Mobile Service Order
Posted on behalf of Jefferson PWA
Implement functionality within Mobile Service Orders to allow users to enter Location Notes or Customer Notes during service order creation or update. These notes should then be automatically synced and displayed under the corresponding Customer/Location Notes section in UB4.
1 vote -
move out - email final bill option
I would like an email final bill option during the move out process.
5 votes -
Payment Type Option On Posting
When finalizing payments, it would be extremely helpful to have the ability to filter by payment type. Currently, all payments are managed together, but in practice, we deposit checks and cash separately at the bank.
If we could separate payments by type (e.g., cash vs. checks) and post them independently, it would streamline the process significantly. This would eliminate the extra steps of managing different batches and make reconciliation with bank deposits much more efficient.
Adding a payment type filter when posting would save time, reduce errors, and improve overall workflow.
1 vote -
Shut off letter
I would like to mail/ email shut off letters the property owner. I only have the option for customer or contacts. That would mean I would have to enter the property owner as a contact too (double entry).
Also, I would like the entry of a new contact to be less steps. If they have a customer number we should be able to enter that.3 votes -
Edit of unposted payment on account screen - doesn't let you change from cash to check
I went to edit an unposted payment. Wanted to change it from CASH to CHECK. Even though it gives you the option when you click on the black drop down arrow to switch it from cash to check, it doesn’t let you save it. You must delete the unposted payment and repost it.
My suggestion it..... Since the black drop down arrow is already there and you CAN switch it back and forth from cash to check, Why not allow you to just SAVE it. Why is the black drop down arrow even there if you can't do it?
It…4 votes -
cash tendered
When going to post your deposit for the day and you look at batch management it says cash tendered not cash accepted. I don't care how much cash was tendered I care what should be in my money draw.
4 votes -
Automatic Notes on Account
Account notes are automatically generated any time a modification is made to the account: phone number change, last name change, billing address change. It would also be beneficial to have an automatic note if a notification has been given, such as any IVR/text notifications for delinquencies and shut offs.
3 votes -
Omnisearch Default Setting
In The UB4 software, OmniSearch. Since we do searches primarily by customer number, and not a general search option, I suggest that the Customer Number be the first thing to look for as a default setting. But it seems a general search is default and when you enter a customer number to search for, you have to select CustomerNumber, and you have to do that for every number you search for. I think the search options should be selectable by the client in client settings. Can we make this happen?
7 votesThank you for your suggestion.
We appreciate your input and are currently reviewing the request to assess its feasibility and alignment with our roadmap. We’ll keep you informed of any updates as the evaluation progresses.
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