UB4
74 results found
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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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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.
3 votes -
Automatic Notes on Account
Account notes are automatically generated any time a modification is made to the account: phone number change, last name change, billing address change. It would also be beneficial to have an automatic note if a notification has been given, such as any IVR/text notifications for delinquencies and shut offs.
3 votes -
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.
3 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.
3 votes -
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.
3 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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My Tasks Due Date or Notification
Allow a due date to be added to My Tasks
3 votesAdditional votes are needed to support 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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Portal Template Messages
We received an email from a customer stating that she received an email when we updated/changed her mailing address. So making the simplest of changes like spelling out DRIVE would generate an email. I understand that this function was set up for transparency but it causes confusion for the customer and generates unnecessary phones calls or emails from the customer. It would be nice if each template had an on/off function added to it.
2 votes -
Graph should be based on water usage history
Because our company only meters water it would be better if the graph on the statement and on the UB4 account screen we should be able to pick what to show on the graph and it would be nice if when you hovered over the dots that is pops up the usage related to the dot.
2 votes -
final bill date
create a column on reports that includes customers with "final Status" that shows their final bill date. For example, when doing open balance reports, it would be easier to see it right on there rather than having to run another report or look at the account to see hold long the account has been closed and not paid.
2 votes -
Interest, Misc, and Adjustments
Would be nice if interest, miscellaneous, and adjustments that are posted the same day as charges should show prior to the charge to reflect a current balance.
2 votes -
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.
2 votesThank you for your suggestion. We are currently seeking additional votes to move it forward. If you support it, please consider casting your vote.
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Operation Summary Report -
On the Operations Summary Report -
It would be helpful if under the Usage information : To be able to make each description custom to my water system and not have to retype each time.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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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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WANTED - Annual User Group Mtg focused on UB4 software
WANTED-Annual User Group Mtg/s focused on UB4 software... Recent past User Group Mtgs around the country and/or regionally have been primarily focused on their older program UMS. New and existing UB4 Users would greatly benefit and appreciate such an offering by CUSI.
1 vote -
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…
1 vote
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