UB4
92 results found
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PRINT USAGE HISTORY
Have the ability to print customer usage history from the account screen. Currently only have ability to see graph to print or run a consumption report for that customer. seems like a lot of functionality in the account screen was lost when we went to ub4
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 -
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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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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When applying shut off fees add it to the "past due" amounts.
When applying shut off fees the charges need to be added to the past due amounts at the top of the screen or have a line item just for "shut off fees". The customer will call and want to know what they need to pay to get reconnected and we have to manually add the past due fee and then scroll down and add the shutoff fee together to give them their total.
1 vote -
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.
1 vote -
Amount Due in Search Results
We need when you go into account search to be able to see the $ amount due on the screen that comes up and
not have to hit the drop down arrow to find the amount. We have several landlords with multiple accounts and
they come in and want to know what total due is. It is taking us several minutes on landlord accounts with several accounts to find the total due. I would like to see the $ amount next to current.1 vote -
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.
1 vote -
More than one Email address
We have households and businesses request that we have more than one email address on their account that can receive ebills.
1 vote -
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"
1 vote -
Sort Note Type
On the note tabs, When you create a new note, the Note Type categories are not sorted.
1 vote -
remove meter models and read types not used
remove meter models and read types my company will never use. this creates too much room for error when processing change outs or installing new devices. seems like we should be able to customize ub4 this way for each company
1 vote -
Account History Filter
Customer Payments should allow you to click on each one to provide detailed information like it does without the filter, add charges as an option in the filter, and usage in the account history as a column.
1 vote -
Print account history should allow condense view
Report Type should allow a condensed option when printing account history.
1 vote -
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.
1 vote
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