UB4
101 results found
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Report Criteria
Please, please add the same limitation criteria for all reports within UB4, this is a very important tool for us that we cannot use for all of our reports. It would also be helpful to have date selections on all reports. Also, it would be helpful to have better sorting of report information too. If we sort by customer name, location number, etc. our reports are all over the place! When we run a list report we would like to be able to run it for a specific time period.
3 votes -
Change verbiage "Notify in Advance" to "pre-note only-notify in advance"
On the Customer screen on the autopay tab when enrolling a customer can you change the verbiage "Notify in Advance" to "pre-note only-notify in advance" .
Just having it "Notify in Advance" is kind of confusing, I first thought it meant it would would notify the customer in advance ( like a week if we wanted to) each time prior to the auto pay pmt being applied.1 vote -
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.
4 votes -
Accounts Receivable Report date range
When running an Accounts Receivable Report, the "from" field for the date range automatically pops up as one year ago. We never want to run it starting a year ago so changing it to one month ago is kind of a pain. Can the "from" field start out blank, or one month ago, or (ideally) the same as the last time the user ran the report?
1 vote -
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 votes -
IVR & Bill Pay Payments Splits Between Locations
When customer that has multiple locations under 1 account number makes a payment for a certain location, it will split the payment & apply to each location, can you fix it to where they can decide which location it will go to??
2 votes -
Edit of unposted payment on account screen - doesn't let you change from cash to check
I went to edit an unposted payment. Wanted to change it from CASH to CHECK. Even though it gives you the option when you click on the black drop down arrow to switch it from cash to check, it doesn’t let you save it. You must delete the unposted payment and repost it.
My suggestion it..... Since the black drop down arrow is already there and you CAN switch it back and forth from cash to check, Why not allow you to just SAVE it. Why is the black drop down arrow even there if you can't do it?
It…10 votes -
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…
2 votes -
batch management numbers and amounts
on the batch management screen, there are two boxes for the total and the number of transactions, but those boxes never generate data. You have to open the details to see what is in that batch. It would be great if it would populate as entries are put into a batch or at the very minimum when the batch is posted.
6 votes -
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.
2 votes -
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 -
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.
4 votes -
adding services in the location tab
When adding services in the location tab it takes a really long time. In CBSW you could add everything very quickly. In UB4 you have to wait 10 seconds for things to load and then wait for them to add, get back to the location screen and add another service and then wait again and continue this over and over until all the services have been added. When setting up new locations this is very time consuming compared to the amount of time it took in CBSW.
11 votes -
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"
3 votes -
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 votes -
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.
9 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.
12 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 votes -
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.4 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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