UB4
58 results found
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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.
2 votes -
Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
2 votes -
2 votes
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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.
2 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.
2 votes -
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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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.
2 votesWe need more votes on this request.
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Work Order Screen
Would love see an actual work order screen instead of UB4 just showing the number of work orders. CBSW had a work order screen showing all the outstand work orders and we could complete the work orders from there.
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 -
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.
1 vote -
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.
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 -
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.1 vote -
UB4 Exceptions noted in account
Have exceptions noted in the UB4 account transaction history similar to the UMS process
1 voteWe are reviewing this request.
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1 vote
We are reviewing this request.
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