UB4
63 results found
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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.12 votesWe need more votes on this request.
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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.
3 votes -
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 -
Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
3 votes -
3 votes
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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.
2 votes -
Work Order Screen
Would love see an actual work order screen instead of UB4 just showing the number of work orders. CBSW had a work order screen showing all the outstand work orders and we could complete the work orders from there.
1 vote -
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.9 votesWe need more votes on this request.
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need someway to verify an e-bill didn't get kicked back for some reason
Mass e-bills are now being sent from a no-replay email. Now I have NO WAY to see if an e-bill got kicked back for some reason. In CBSW the e-bill were sent from our company's email and I got notification if one got kicked back. Plus I also could see all the e-bills that were sent in the sent file.
Please create some way to see this besides just a note in the Notes tab. I have a bunch a customers who said they didn't get the e-bill and I can't confirm. Right now I'm just going to have to…8 votes -
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.
2 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.
2 votes -
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.
3 votes -
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.
9 votesWe need more votes on this request.
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Transfers
When completing a property transfer with an account that has a prior balance, there should be an option to put the due date of the charges like in CBSW. This is causing our penalties to be out of balance and we are having to make adjustments to the accounts.
2 votes -
No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
5 votes -
Enhance reports to list the total of the columns/categories
Currently in certain reports, like the Rate Study Report, the dollar totals are not calculated and displayed at the end of the report so we have to either manually add them up, or export it into CSV to total them. It would be nice if the total for all categories in a report showed as the final line in the report.
5 votes -
Bill Calculation Error Report
Need to return an error for "Meter Not On" when UB4 cannot calculate for a metered service because the device is not on.
1 vote -
Prenote Transactions
When processing a prenote transaction for autopayments, we need the ability to see the accounts that are being processed like it was in CBSW. With it being a $0 transaction, nothing is showing on the screen when you process and often times we need to delete a record before it goes to the bank. We also printed the report to have on file to show that the prenote transaction was run and we cannot do this with it not showing up in UB4.
2 votes -
Add customer names to the route resequence screent
It is easier to move a customer to the correct read position if you will include customer names in the resequence a route screen.
4 votes -
When taking a credit card payment, have a check box to also add to autopay
this option was available in UMS and is not in UB4. This now requires us to ask for their card information twice rather than being able to do it all at once.
1 vote
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