UB4
101 results found
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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.
9 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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Mass Customer Contact Filter & Import Options
UB4 already supports Customer Contact Wizard for targeted communication campaigns, including multi-channel messaging (Email, SMS, & IVR notifications). However, the current targeting relies on filters like service cycles, routes, and custom User Code criteria—not direct account imports. This request is to propose adding the ability to import a CSV file of Account Numbers to target for Informational Messages, similar to functionality available in UMS. Utilities often need to communicate with a specific subset of customers (e.g., backflow notifications or general informational service updates) that cannot be easily filtered by existing criteria options. Manual selection is time-consuming and prone to error;…
8 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.
8 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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On account screen, customer tab should open up first not history
When opening an account, have the customer tab in the 1st position to open up right away or just change it that the customer tab opens up right away instead of history tab. I'm always having to go and click on customer tab and with the slight delay it can waste time.
8 votesAdditional votes are needed to support this software change request.
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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.
8 votesWe need more votes on this request.
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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.
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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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.
6 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 -
PRINT USAGE HISTORY
Have the ability to print customer usage history from the account screen. Currently only have ability to see graph to print or run a consumption report for that customer. seems like a lot of functionality in the account screen was lost when we went to ub4
6 votes -
Preview before posting bills
It would be so much better to preview the bills before post and create. This will cut down on error billing and billing date errors.
6 votes -
Statement Due Date
Need the ability to update the statement due date after posting.
6 votes -
batch management numbers and amounts
on the batch management screen, there are two boxes for the total and the number of transactions, but those boxes never generate data. You have to open the details to see what is in that batch. It would be great if it would populate as entries are put into a batch or at the very minimum when the batch is posted.
6 votes -
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 -
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.
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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No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
6 votes -
Configurable Dashboard
CS Week 2024. A consistent theme for almost every demo was the ability to configure the primary UB4 dashboard that is displayed upon initial login to UB4. These dashboards would be configured based upon user role. There should be several canned widgets that users can select from like the admin/customer dashboards in CWP. Ideally users could create custom widgets
6 votesWe need more votes on this request.
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