UB4
77 results found
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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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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.
1 vote -
Add Business to Customer Contacts, and Location Contacts
Contact Type should give you a drop down for Government, Business, Individual, Non Profit and Profit and generate Organization Name field. Some of our Location Contacts are business and right now we have to split the name and Customer Type should add Business as an option as well and generate Organization Name field.
1 vote -
Preview before posting bills
It would be so much better to preview the bills before post and create. This will cut down on error billing and billing date errors.
1 vote -
mailing labels
on the report to print mailing labels I can code filter to get clients that are final billed, but I need a way to ONLY print labels for the ones that still have a balance due.
1 vote -
seasonal FIXED billing
There should be a way to modify a fixed rate in a customer account so that one customer has the ability to be billed seasonally for two different multipliers on the same fixed rates without affecting anyone else on those rates/ services. If seasonal billing was an option in the location utilities screen this would prevent us from having to remember to go in and change accounts twice a year manually, which is hard when there are MANY accounts that all have different seasons based on their business model OR going in and creating multiple rates/ services for each scenario.
1 vote -
address type
In the new customer window, it asks you to choose an address type. What it is really looking for is a MAILING ADDRESS. I would specify that first. Second, I would like to see home removed since the service address is the "home" in that case. I'd like to see Post Office, Landlord home, and business added.
1 vote -
auto payment report
offer a timeframe to choose from so we can only find out who are the newest people who have signed up for auto pay.
Or else give us a way to tell if a customer has had a prenote run on their ACH information or not once the prenote has been cleared.1 vote -
Landlord properties
When you have a landlord's account number pulled up, there is a drop down to the right on the top that lists the attached accounts, but it only lists one account number at a time. It would be great if it listed ALL the accounts that are attached to that landlord so that you can select which property you want to see.
1 vote -
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.
1 vote -
Enter Meter Reads by Service Address
We are able to print meter books by service address, but are unable to manually enter the reads by service address. It only allows you to enter by reading sequence. It's pointless being able to print by service address if it's still going to be mixed up when entering. Adding a "Sort By" option would be helpful so we can enter reads whichever way we choose.
1 vote -
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 -
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 voteThank 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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Adjustment Amount
Add a security option where UB4 Users are only allowed to enter adjustments of a max amount.
1 voteThank you for your suggestion. We are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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Service Categories
Would like to change the order of the service categories to company preference. In CBSW the service categories was Water, Sewer, and then Bay Fee. We only meter water so that should be 1st in the Location tab under Utilities
1 vote
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