UB4
98 results found
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Adjustment Amount
Add a security option where UB4 Users are only allowed to enter adjustments of a max amount.
2 votesThank 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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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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We need the "shutoffs to be posted on a certain date and immediately show the shutoffs as due, not the day after.
We need the "shutoffs to be posted on a certain date and immediately show the shutoffs as due, not the day after. Our customers complain that they won't pay the fee because it isn't due yet.
1 vote -
Sort Note Type
On the note tabs, When you create a new note, the Note Type categories are not sorted.
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 -
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 -
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 voteThank 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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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 voteThank 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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Landlord Reporting
When you have a landlord's (owner) 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. Even if a report was created that shows each landlords (owner) properties they are tied to would be suffice.
1 voteThank 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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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 voteThank 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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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 voteThank 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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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 voteThank 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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Adding sales tax on waiting customers
When adding sales tax to a waiting customer the status automatically updates the sales tax to current, leaving the other services in waiting status. This needs to be fixed or the greyed out box with the status needs to a drop down box so we can change the status to waiting ourselves.
1 vote -
Error report - meter reads
The error report after the reads are imported is not helpful. Listing a record number instead of an account number makes this report pretty much useless. Please give more information so we can search the errors and correct them before billing.
1 vote -
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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