UB4
105 results found
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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!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.
5 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.
11 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
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