UB4
36 results found
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on payment screen: would like CHECK to prefill instead of cash
9 times out of 10 I'm posting a check payment vs a cash payment. It would save time if CHECK would prefill instead of CASH. Since most of the payments are checks, each time it takes 2 extra clicks to change it to check. Or could you make it that you only have to do one click to change the payment method.
right now you have to click the down arrow to change the payment method and then have to click on the method.13 votesWe need more votes on this request.
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Allow posting from Control Panel
Allow posting of misc fees and adjustments from the Account Control Panel. Current workflow requires adding the transaction on the control panel, leaving that screen to go to posting, post the transaction then go back to the control panel for any follow up tasks. This causes significant time loss during daily tasks when multiple misc fees or adjustments are needed across many accounts.
13 votesWe need more votes on this request.
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the WEB USER tab on the customer screen should change to a different color if the customer signed up for a web portal account.
by having it change color when someone signs up as a WEB USER this will make it jump out at you. It already changes color from black to green if someone signed up for autopay and it changes color for documents if a document was scanned in.
12 votesWe need more votes on this request. This was discussed in our quarterly meeting and in case you didn't know, there is a 'globe' at the top of the ACP that is displayed when users are signed up for the portal. Our plan is to deny this request because of the quick glance icons but we are leaving it out there to see if it gets some traction.
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Incorporate a way to get electronic signatures from customers.
We would like to be able to send our forms to customers directly from UB4. For them to be able to electronically sign and upload the required documents for service.
10 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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Meter status On or Off on main customer screen in bold
It would be really nice if the status of the meter either ON or OFF would show up bold or RED so it jumps out at you.
I have a couple of accts that the water mtr is shut off for various reasons but there is no where on the screen that it jumps out at you with out searching for the fine print towards the bottom. In CBSW it was in RED that the meter was shut off. This would make things a lot easier10 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 Screen - make customers name in Bold
on the payment screen can you make the customers name in BOLD.
Since the customers name on is the opposite side on the payment screen and the amount due, by having it in BOLD will make it jump out at you.
10 votesWe need more votes on this request.
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Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
8 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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On account screen, customer tab should open up first not history
When opening an account, have the customer tab in the 1st position to open up right away or just change it that the customer tab opens up right away instead of history tab. I'm always having to go and click on customer tab and with the slight delay it can waste time.
8 votesAdditional votes are needed to support this software change request.
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Link to my CWP from my UB4 Dashboard
It would be convenient to be able to get to CWP from within the UB4 UI.
I think the UB4 Dashboard would be a logical place for a link to my CWP.
Bonus points for single sign on, i.e. if I am logged in to UB4 as an admin, then automatically log me in to CWP as an admin.
8 votesWe need more votes on this request.
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Emergency Contact List - Limit search
Currently the emergency contact list only allows you to search by street. Having the ability to narrow that search down to a certain range of house numbers (ex: 2010 - 2026) would be helpful because the notification would only be sent to the affected customers instead of the entire street.
7 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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billing exception edit list - color code when account is reviewed
When going through the billing exception edit list by manual review. It would be nice if the account changed color after it was reviewed then you will know where to pick up if you got side tracked or had to leave that screen and come back.
7 votesWe need more votes on this request.
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billing exception list/changeouts - create single line review
when going through the change-out billing exception's, it would be nice to have a single review screen where you can review/edit prior/current dates and readings and usages on both meters. instead of having to go to two different places.
7 votesWe need more votes on this request.
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6 votes
This 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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Billing Review Calculations: Add Export Option
On the review calculations tab under billing, you should be able to export the calculations into a grid like you were able to do in CBSW. This was extremely helpful when trying to balance the billing and finding any errors. It took minutes to find any calculation errors versus having to print the billing edit list or review calculations page and going line by line.
6 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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Show the 12 month customer average on the account.
Most all utilities have an average available on customer accounts and on customer bills. The average can help customers compare their previous usages and allow us to share the info quickly without running a report for an individual customer.
5 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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Easily Add Email Address to Account
When emailing a statement/receipt from the history tab of the ACP the email address populates if we have one saved for that customer. If not, the user has the option to type in the email address. Please consider adding a check box that would allow the user to save the email address to the account that they type in. See image attached.
5 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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Printing Bills
When printing the bills in UB4, there should be a way to sort by zip code + customer name. There should also be a way that when it prints by zip code, that it prints with the lowest zip code first like it did in CBSW. The billing is printing in an opposite order than it used to and it is taking a lot longer to sort through the billing.
5 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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Configurable Dashboard
CS Week 2024. A consistent theme for almost every demo was the ability to configure the primary UB4 dashboard that is displayed upon initial login to UB4. These dashboards would be configured based upon user role. There should be several canned widgets that users can select from like the admin/customer dashboards in CWP. Ideally users could create custom widgets
5 votesWe need more votes on this request.
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cash tendered
When going to post your deposit for the day and you look at batch management it says cash tendered not cash accepted. I don't care how much cash was tendered I care what should be in my money draw.
4 votesThank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.
In order to proceed with this enhancement, we will need additional validation and support from the UB4 community. Broader engagement helps us better understand demand and prioritize future development efforts.
We encourage community members to review and vote on this idea.
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Adjustment wizard enhancement
We would like the ability to make adjustments to multiple rates within one adjustment transaction. I may make an adjustment but adjust water, sewer, & tax all in one adjustment. Using the wizard would put those into 3 different transactions when it really could be solved in one transaction.
4 votesThank you for your enhancement request and for contributing your idea to the UB4 community. We value this input and appreciate the effort taken to share potential improvements.
In order to proceed with this enhancement, we will need additional validation and support from the UB4 community. Broader engagement helps us better understand demand and prioritize future development efforts.
We encourage community members to review, comment, and vote on this idea.
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