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UB4

31 results found

  1. 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.

    4 votes

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  2. 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.

    3 votes

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  3. 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.

    3 votes

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  4. 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.

    3 votes

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  5. Link to my CWP from my UB4 Dashboard

    It would be convenient to be able to get to CWP from within the UB4 UI.

    I think the UB4 Dashboard would be a logical place for a link to my CWP.

    Bonus points for single sign on, i.e. if I am logged in to UB4 as an admin, then automatically log me in to CWP as an admin.

    3 votes

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  6. payment entry

    The manual payment entry screen is awkward. Can it be made more user friendly?

    3 votes

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    1 comment  ·  Admin →
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  7. Have the Capability of Editing the Read Type on the Customer Control Panel Level

    In UMS you're able to edit the Read type by going to Location > Manage Installations > On the meter click 'Edit Item' > Meter > Select your Register > Change Read Type there

    In UB4 Go to Devices > Search for Meter > click on Meter > Make the Changes there

    That process is fine, however we would like to be able to change the Read Type in the Control Panel based level also.

    3 votes

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  8. Company logo

    CS Week 2024:Ability to add the company logo on the main UB4 login screen.

    3 votes

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  9. Configurable Control Panel

    CS Week 2024: - Several of the largest utilities we spoke with suggested that the control panel itself be configurable based on user role. This includes the ability to hide any tab along with customizable widgets along the top of the screen where the customer and location cards are located.

    3 votes

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  10. No Credit Cards After

    Create a company option for No Credit Card Payments after X disputes for accounts.

    2 votes

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  11. Have reports list the total of the columns/categories

    Currently in certain reports, like the Rate Study Report, the dollar totals are not calculated and displayed at the end of the report so we have to either manually add them up, or export it into CSV to total them. It would be nice if the total for all categories in a report showed as the final line in the report.

    2 votes

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  12. Add google map balloon that was in CBSW customer tab to the Account screen in UB4

    Please add the google map balloon that was in the customer tab in CBSW to the account screen in UB4.
    I used this a lot in CBSW and miss not having it.

    2 votes

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  13. Automatic email generated to customer if change made on their account

    When a change, like an address change, is made on an account where that customer is signed up for the web portal, an email is automictically generated to them. in the body of the email that is sent to the customer there is a box in the upper left hand corner that has nothing in it. It says click on the "x" to see image. It would be nice if the box could be removed all together or if maybe our company logo can go in it.

    2 votes

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  14. 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.

    2 votes

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  15. 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 easier

    2 votes

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  16. 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.

    2 votes

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  17. Notes checked off to show up in message center under location or account tab. The NEWEST note needs to be at the top, not the oldest. der

    When on the note tab and you check the box off for the note to also show up in message center under the location or account tab. The NEWEST note needs to be at the top, not the oldest. IF it doesn't do that then after a few years you will have a lot of scrolling to due to fine the newest note and you may miss something very important.

    2 votes

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    1 comment  ·  Admin →
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  18. 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.

    2 votes

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  19. 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.

    2 votes

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    1 comment  ·  Admin →
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  20. My Tasks Due Date or Notification

    Allow a due date to be added to My Tasks

    2 votes

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