UB4
73 results found
-
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…10 votes -
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.
4 votesThank you for your suggestion! We appreciate your input. At this time, we need additional votes and support from other users to move this request forward.
Your engagement helps us prioritize improvements that matter most to our users.
-
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.
-
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.
-
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 easier8 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.
-
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.
8 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.
-
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.
3 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.
-
No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
6 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.
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 -
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.
10 votesWe need more votes on this request.
-
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.
6 votesWe need more votes on this request.
-
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 -
Operation Summary Report -
On the Operations Summary Report -
It would be helpful if under the Usage information : To be able to make each description custom to my water system and not have to retype each time.2 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.
-
UB4 Exceptions noted in account
Have exceptions noted in the UB4 account transaction history similar to the UMS process
2 votesWe are reviewing this request.
-
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 voteThank you for your suggestion. We are currently seeking additional votes to move it forward. If you support it, please consider casting your vote.
-
Open Balance and Aged Receivables Balances over XXX.XX
Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.
1 voteThank you for your suggestion. We are currently seeking additional votes to move it forward. If you support it, please consider casting your vote.
-
Automatic email generated to customer if change made on their account
When a change, like an address change, is made on an account where that customer is signed up for the web portal, an email is automictically generated to them. in the body of the email that is sent to the customer there is a box in the upper left hand corner that has nothing in it. It says click on the "x" to see image. It would be nice if the box could be removed all together or if maybe our company logo can go in it.
5 votesWe need more votes on this request.
-
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.
7 votesAdditional votes are needed to support this software change request.
-
Adjustment Amount
Add a security option where UB4 Users are only allowed to enter adjustments of a max amount.
1 voteThank you for your suggestion. We are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
.png){kind=link}
- Don't see your idea?