UB4
62 results found
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3 votes
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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.
3 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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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.
3 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.
3 votesWe need more votes on this request.
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Company logo
CS Week 2024:Ability to add the company logo on the main UB4 login screen.
3 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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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.2 votes -
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.
2 votes -
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.
2 votes -
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.
2 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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Prenote Transactions
When processing a prenote transaction for autopayments, we need the ability to see the accounts that are being processed like it was in CBSW. With it being a $0 transaction, nothing is showing on the screen when you process and often times we need to delete a record before it goes to the bank. We also printed the report to have on file to show that the prenote transaction was run and we cannot do this with it not showing up in UB4.
2 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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UB4 Exceptions noted in account
Have exceptions noted in the UB4 account transaction history similar to the UMS process
2 votesWe are reviewing this request.
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My Tasks Due Date or Notification
Allow a due date to be added to My Tasks
2 votesAdditional votes are needed to support this request.
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Payment Breakdown chart
Could the Payment Breakdown chart on the Dashboard be customized for selected date ranges or given options so it can match up with the Collected Today, Collected This Month and Collected This Year figures?
2 votesAdditional votes are needed to support this request.
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Ability to Add Notes via Mobile Service Order
Posted on behalf of Jefferson PWA
Implement functionality within Mobile Service Orders to allow users to enter Location Notes or Customer Notes during service order creation or update. These notes should then be automatically synced and displayed under the corresponding Customer/Location Notes section in UB4.
1 vote -
Payment Type Option On Posting
When finalizing payments, it would be extremely helpful to have the ability to filter by payment type. Currently, all payments are managed together, but in practice, we deposit checks and cash separately at the bank.
If we could separate payments by type (e.g., cash vs. checks) and post them independently, it would streamline the process significantly. This would eliminate the extra steps of managing different batches and make reconciliation with bank deposits much more efficient.
Adding a payment type filter when posting would save time, reduce errors, and improve overall workflow.
1 vote -
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.
1 vote -
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.
1 vote -
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.
1 vote -
Adjustment Amount
Add a security option where UB4 Users are only allowed to enter adjustments of a max amount.
1 vote
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