UB4
110 results found
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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.5 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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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…10 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 votesThank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.
In order to proceed with this enhancement, we will need additional validation and support from the UB4 community. Broader engagement helps us better understand demand and prioritize future development efforts.
We encourage community members to review and vote on this idea.
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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.
4 votesThank you for your enhancement request and for contributing your idea to the UB4 community. We value this input and appreciate the effort taken to share potential improvements.
In order to proceed with this enhancement, we will need additional validation and support from the UB4 community. Broader engagement helps us better understand demand and prioritize future development efforts.
We encourage community members to review, comment, and vote on this idea.
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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.
11 votes -
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.
4 votesThank you for your enhancement request and for contributing your idea to the UB4 community. We value this input and appreciate the effort taken to share potential improvements.
In order to proceed with this enhancement, we will need additional validation and support from the UB4 community. Broader engagement helps us better understand demand and prioritize future development efforts.
We encourage community members to review, comment, and vote on this idea.
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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.
32 votes -
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.
10 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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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.
6 votes -
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.
2 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
10 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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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.
7 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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6 votes
This enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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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 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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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.
7 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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Incorporate a way to get electronic signatures from customers.
We would like to be able to send our forms to customers directly from UB4. For them to be able to electronically sign and upload the required documents for service.
13 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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When taking a credit card payment, have a check box to also add to autopay
this option was available in UMS and is not in UB4. This now requires us to ask for their card information twice rather than being able to do it all at once.
3 votesThank you for your suggestion. We are currently seeking additional votes to move it forward. If you support it, please consider casting your vote.
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Open Balance and Aged Receivables Balances over XXX.XX
Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.
2 votesThank you for your suggestion. We are currently seeking additional votes to move it forward. If you support it, please consider casting your vote.
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Adjustment Amount
Add a security option where UB4 Users are only allowed to enter adjustments of a max amount.
2 votesThank you for your suggestion. We are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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Transfers
When completing a property transfer with an account that has a prior balance, there should be an option to put the due date of the charges like in CBSW. This is causing our penalties to be out of balance and we are having to make adjustments to the accounts.
4 votesThank you for your suggestion! We appreciate your input. At this time, we need additional votes and support from other users to move this request forward.
Your engagement helps us prioritize improvements that matter most to our users.
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