UB4
59 results found
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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.
8 votesThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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Scroll instead of pages
Replace pages with scrolling for things like review calculations, devices, and so on.
6 votesThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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Statement Due Date
Need the ability to update the statement due date after posting.
6 votesThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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Add Notification Options to Backflow Testing Schedule Report
Add a notification toggle for options to send eMail/IVR/SMS notifications to the Backflow Testing Schedule Report, modeled after the Emergency Contact Report. This enhancement would enable utilities to send electronic notifications and/or reminder notifications for device testing when test are upcoming, due, or past due. This would aid in improving communication and compliance with customers.
7 votesThank 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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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.
5 votesThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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Print account history should allow condense view
Report Type should allow a condensed option when printing account history.
4 votesThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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Process Delinquencies
When processing delinquencies, it would be nice to be able to export an excel spreadsheet like we did in CBSW. We had the option to "export grid contents to CSV." We used this a lot when reviewing delinquencies balances and making sure everything was posted. Now, we have to print the register report in UB4 and can take hours to compare our lists to make sure everything is being posted. Also, we were previously able to print just the review transactions so there were less pages, but now it won't let you sort by location number when you print, it…
4 votesThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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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.
11 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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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.
13 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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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.
2 votesThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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Shut off letter
I would like to mail/ email shut off letters the property owner. I only have the option for customer or contacts. That would mean I would have to enter the property owner as a contact too (double entry).
Also, I would like the entry of a new contact to be less steps. If they have a customer number we should be able to enter that.5 votesThank 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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Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
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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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.
3 votesThank 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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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 votesThank 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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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 voteThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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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 voteThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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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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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 votesThank 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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Automatic Notes on Account
Account notes are automatically generated any time a modification is made to the account: phone number change, last name change, billing address change. It would also be beneficial to have an automatic note if a notification has been given, such as any IVR/text notifications for delinquencies and shut offs.
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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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.
7 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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