UB4
97 results found
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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.
5 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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Printing Bills
When printing the bills in UB4, there should be a way to sort by zip code + customer name. There should also be a way that when it prints by zip code, that it prints with the lowest zip code first like it did in CBSW. The billing is printing in an opposite order than it used to and it is taking a lot longer to sort through the billing.
5 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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Add customer names to the route resequence screent
It is easier to move a customer to the correct read position if you will include customer names in the resequence a route screen.
5 votes -
Enhance reports to 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.
5 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
5 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.
4 votes -
AUTO PAY WITHDRAW ON FINAL & WAITING STATUS
Would like for all customers regardless of status to be pulled into auto pay for ACH or Credit card. Rental properties/landlord accounts generate adjustments and final bill customers do not pull to withdraw final billing statements. Over 1/2 of accounts that are final bill have to be moved back into a 'current status' in order to run auto pay to pull final bill balance.
4 votes -
Add Notification Options to Backflow Testing Schedule Report
Add a notification toggle for options to send eMail/IVR/SMS notifications to the Backflow Testing Schedule Report, modeled after the Emergency Contact Report. This enhancement would enable utilities to send electronic notifications and/or reminder notifications for device testing when test are upcoming, due, or past due. This would aid in improving communication and compliance with customers.
4 votes -
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.4 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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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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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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My Tasks Due Date or Notification
Allow a due date to be added to My Tasks
4 votesAdditional votes are needed to support this request.
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Service Order Control Panel
Provide a way to delete open service orders (MSO) in mass from the Service Order Control Panel.
4 votesWe need more votes on this request.
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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.
4 votesWe need more votes on this request.
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Automations
CS Week 2024: Larger utilities will require more automations in general, however the most common request here was involving the delinquency/shutoff process. A common call out was creating a workflow that would automatically notify customers x days in advance of receiving a penalty or shutoff without the utility manually generating these notices. I understand that any automation surrounding shutoffs could a bit scary. Perhaps this is an area where a focus group with some larger customers or consultants could help inform this process.
4 votesWe need more votes on this request.
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Create Re-read service order
CS Week 2024: When demoing the usage exception reporting in UB4 most utilities asked if they could generate re-read service orders from this report. Ideally users would be able to use the exception type limit options to generate these service orders in MSO or a third-party asset management application in mass. They could also create an individual re-read service order from the “enter reads” screen itself. Closing that service order should update the read in UB4.
4 votesWe need more votes on this request.
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Print account history should allow condense view
Report Type should allow a condensed option when printing account history.
3 votes -
Scroll through Review Calculations and see history and notes
It would be better if you could scroll through review calculations instead of going through 100+ pages. I have over 100 pages to review and it is hard to pick up on error. Also when clicking on an account you can access the history and notes for the account.
3 votes -
Process Delinquencies
When processing delinquencies, it would be nice to be able to export an excel spreadsheet like we did in CBSW. We had the option to "export grid contents to CSV." We used this a lot when reviewing delinquencies balances and making sure everything was posted. Now, we have to print the register report in UB4 and can take hours to compare our lists to make sure everything is being posted. Also, we were previously able to print just the review transactions so there were less pages, but now it won't let you sort by location number when you print, it…
3 votes
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