UB4
96 results found
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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…
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 -
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 -
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 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 -
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 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 -
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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