UB4
77 results found
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would like less clicks of tab button on the payment screen after entering check number
After you enter the check number on the payment screen and hit TAB, it would be nice if it would go directly to the green PAY button to post the payment. Instead you have hit the tab button 4 times just to get to the green PAY button.
Suggestion: What would be really nice is, after you enter the check number you can just hit the enter button on the key board and than it would take you to the green PAY button and you can hit the enter button again. For me that would make it a smoother flow.23 votesThank you for your suggestion. We are reviewing this request.
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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.
18 votes -
Web portal account- It should state if a customer is signed up for autopay.
If a customer signed up for Autopay it should state that in their web portal account.
I had a few customers who were unsure if they were set up for autopay and they logged into their web portal account to check but it doesn't state if the customer is signed up or not.17 votesThe request is scheduled for inclusion in CWP 3.0, which is expected to be released in late 2025.
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when on the payment screen, need to be able to go directly to the customers account without having to search it again.
Currently if you're on the payment screen for a particular account and for some reason if you need to go to their account screen there needs to be a button to click on to take you directly there. Right now there isn't. You have to search it which takes extra steps.
Having an option to take you right to their account screen would be huge!!17 votes -
Payment screen-after posting a payment-cursor should automatically go the the OMNISEACH field.
On the payment screen, when you click on the green pay button to submit a payment at the bottom right of the screen, it should then automatically put the cursor in the OmniSearch field so you can type the next account number.
17 votesThank you for your suggestion. We are reviewing this request.
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on payment screen: would like CHECK to prefill instead of cash
9 times out of 10 I'm posting a check payment vs a cash payment. It would save time if CHECK would prefill instead of CASH. Since most of the payments are checks, each time it takes 2 extra clicks to change it to check. Or could you make it that you only have to do one click to change the payment method.
right now you have to click the down arrow to change the payment method and then have to click on the method.12 votesWe need more votes on this request.
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Allow posting from Control Panel
Allow posting of misc fees and adjustments from the Account Control Panel. Current workflow requires adding the transaction on the control panel, leaving that screen to go to posting, post the transaction then go back to the control panel for any follow up tasks. This causes significant time loss during daily tasks when multiple misc fees or adjustments are needed across many accounts.
11 votesWe need more votes on this request.
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need someway to verify an e-bill didn't get kicked back for some reason
Mass e-bills are now being sent from a no-replay email. Now I have NO WAY to see if an e-bill got kicked back for some reason. In CBSW the e-bill were sent from our company's email and I got notification if one got kicked back. Plus I also could see all the e-bills that were sent in the sent file.
Please create some way to see this besides just a note in the Notes tab. I have a bunch a customers who said they didn't get the e-bill and I can't confirm. Right now I'm just going to have to…10 votes -
the WEB USER tab on the customer screen should change to a different color if the customer signed up for a web portal account.
by having it change color when someone signs up as a WEB USER this will make it jump out at you. It already changes color from black to green if someone signed up for autopay and it changes color for documents if a document was scanned in.
10 votesWe need more votes on this request. This was discussed in our quarterly meeting and in case you didn't know, there is a 'globe' at the top of the ACP that is displayed when users are signed up for the portal. Our plan is to deny this request because of the quick glance icons but we are leaving it out there to see if it gets some traction.
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Payment Screen - make customers name in Bold
on the payment screen can you make the customers name in BOLD.
Since the customers name on is the opposite side on the payment screen and the amount due, by having it in BOLD will make it jump out at you.
10 votesWe need more votes on this request.
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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.
9 votes -
Add Expand All option on the Notes Tab
The idea is to add an "Expand All" option on the notes tab within the utility billing system. This feature would allow users, such as Customer Service Representatives (CSRs) or Billing Clerks, to view all the notes at once without having to click on each note individually. This can be particularly useful when they need to quickly access and review all the notes related to a customer's account.
By having an "Expand All" option, it would streamline the process of viewing all notes, making it more efficient and user-friendly. This can save time and reduce the chances of missing important…
9 votes -
Meter status On or Off on main customer screen in bold
It would be really nice if the status of the meter either ON or OFF would show up bold or RED so it jumps out at you.
I have a couple of accts that the water mtr is shut off for various reasons but there is no where on the screen that it jumps out at you with out searching for the fine print towards the bottom. In CBSW it was in RED that the meter was shut off. This would make things a lot easier9 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. To move forward with this enhancement, we require additional support from the broader user community.
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move out - email final bill option
I would like an email final bill option during the move out process.
8 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?
8 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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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.
8 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…7 votes -
Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
7 votes -
billing exception edit list - color code when account is reviewed
When going through the billing exception edit list by manual review. It would be nice if the account changed color after it was reviewed then you will know where to pick up if you got side tracked or had to leave that screen and come back.
7 votesWe need more votes on this request.
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billing exception list/changeouts - create single line review
when going through the change-out billing exception's, it would be nice to have a single review screen where you can review/edit prior/current dates and readings and usages on both meters. instead of having to go to two different places.
7 votesWe need more votes on this request.
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