UB4
101 results found
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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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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.
4 votesWe need more votes on this request.
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Report Criteria
Please, please add the same limitation criteria for all reports within UB4, this is a very important tool for us that we cannot use for all of our reports. It would also be helpful to have date selections on all reports. Also, it would be helpful to have better sorting of report information too. If we sort by customer name, location number, etc. our reports are all over the place! When we run a list report we would like to be able to run it for a specific time period.
3 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.
3 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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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.
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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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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payment time stamp
It would be nice if we could see what time the payment was made on an account under payment information. When running shut off's we will have customers who will make online payments before the technician makes it to that address.
2 votes -
IVR & Bill Pay Payments Splits Between Locations
When customer that has multiple locations under 1 account number makes a payment for a certain location, it will split the payment & apply to each location, can you fix it to where they can decide which location it will go to??
2 votes -
Improvements to Prepare Meter Reads
The lay out of the "Enter Meter Readings" was more functional to use. You can view history by scrolling, view notes the same way. The PDF reports for everything you click on is not useful or functional. You should be able to sort by account number or location number which should be included instead of category or added. Or at least have the option to sort all of the titles at the top instead of just current read date, current read, and unbilled. In CBSW you could sort any of the titles. The whole screen was user friendly. I spend…
2 votes -
notifications
We need a way to delete notifications. I know that we can hit stop but it will start again. We need a way to delete them so they aren't receiving the notification 2 weeeks+ later. Thanks.
2 votes -
Sort Prior Date in Billing Enter Reads
While reviewing reads, the Prior Date column should have the option to sort by date. Some prior dates don't appear as a "Date Exception"
2 votes -
ADD SITUATION CODE ON METER READ REPORT
Would like to see the Situation code field when entering/preparing meter manual reads on the report. The field does not appear as a column on the report . Data/column available for entry but does not appear anywhere on any of the reports. Would like to run report to get data or a list that need verify reading status, generate work order, or add notes back to customer account.
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 -
Usage History on UB4 and CWP
We only meter water and it would be nice if the usage history on both the UB4 side and the customer side defaulted to water instead of sewer first.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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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.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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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.
2 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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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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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.
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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