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UB4

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  1. Would like to see the past due balance for all locations in one area. Right now we have to go to each location and add the amounts.

    We have many customers with multiple locations and would like to see the past due balance for all locations in one tab, not have to go to each location and add them up.

    3 votes
    1 comment  ·  Admin →
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  2. move out - email final bill option

    I would like an email final bill option during the move out process.

    2 votes
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  3. 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
    0 comments  ·  Admin →
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  4. 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.

    2 votes
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  5. Work Order Screen

    Would love see an actual work order screen instead of UB4 just showing the number of work orders. CBSW had a work order screen showing all the outstand work orders and we could complete the work orders from there.

    1 vote
    0 comments  ·  Admin →
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  6. 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…

    3 votes
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  7. 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
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  8. 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
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  9. 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 votes
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  10. adding services in the location tab

    When adding services in the location tab it takes a really long time. In CBSW you could add everything very quickly. In UB4 you have to wait 10 seconds for things to load and then wait for them to add, get back to the location screen and add another service and then wait again and continue this over and over until all the services have been added. When setting up new locations this is very time consuming compared to the amount of time it took in CBSW.

    6 votes
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  11. Adjustment wizard enhancement

    We would like the ability to make adjustments to multiple rates within one adjustment transaction. I may make an adjustment but adjust water, sewer, & tax all in one adjustment. Using the wizard would put those into 3 different transactions when it really could be solved in one transaction.

    2 votes
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  12. 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.

    9 votes
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  13. 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.

    5 votes
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  14. 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.

    3 votes
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  15. 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
    0 comments  ·  Admin →
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  16. Unbilled usage needs to be displayed in the usage tab.

    This will allow quicker responses to customers inquiring about the new meter read.

    3 votes
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  17. 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.

    2 votes
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  18. 3 votes
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  19. 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.

    6 votes
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  20. 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.

    2 votes
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