UB4
73 results found
-
Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
5 votes -
Payment screen-after posting a payment-cursor should automatically go the the OMNISEACH field.
On the payment screen, when you click on the green pay button to submit a payment at the bottom right of the screen, it should then automatically put the cursor in the OmniSearch field so you can type the next account number.
16 votesThank you for your suggestion. We are reviewing this request.
-
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 -
businesses have no customer name
When running reports (open balance, aged receivables, etc) the column for Customer name is empty on several accounts. They are all business accounts. Isn't there a way to put the Business name in and STILL record it as a business?
1 vote -
Expiration Date Disallow Payment Methods
An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.
4 votes -
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 -
Search by Billing Address in UB4
When searching for a customer, the ability to search by the billing address is extremely helpful. We receive a lot of checks in the mail that do not have account information on them and we use the search field by billing address quite often in CBSW. With these types of situations, searching by the billing address becomes the only way we can easily identify which account to post the payment to correctly.
10 votesWe are reviewing this request.
-
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 -
Add google map balloon that was in CBSW customer tab to the Account screen in UB4
Please add the google map balloon that was in the customer tab in CBSW to the account screen in UB4.
I used this a lot in CBSW and miss not having it.14 votesWe’ve heard your feedback, and we’re excited to share that this enhancement request will be included in an upcoming release. Thank you for helping us improve!
-
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.
3 votes -
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 -
4 votes
-
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.
4 votes -
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 -
Payment Type Option On Posting
When finalizing payments, it would be extremely helpful to have the ability to filter by payment type. Currently, all payments are managed together, but in practice, we deposit checks and cash separately at the bank.
If we could separate payments by type (e.g., cash vs. checks) and post them independently, it would streamline the process significantly. This would eliminate the extra steps of managing different batches and make reconciliation with bank deposits much more efficient.
Adding a payment type filter when posting would save time, reduce errors, and improve overall workflow.
1 vote -
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.
-
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.
3 votes
- Don't see your idea?