Candace
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14 votesCandace
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6 votes
Please vote if this is something you would like to see changed on a future update.
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7 votes
Thanks 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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6 votesCandace
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An error occurred while saving the comment Candace
commented
@Kim
Set special options to "fixed amount" and then it will draw just that amount.Candace
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3 votesCandace
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8 votes
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An error occurred while saving the comment Candace
commented
Billing> Meter Reads> Prepare meter reads
Showing average usage and prior month's useage next to hte current usage would help us code a reading as high or request a service order right from early on in the process, even before we get to exclusion reports.
Also adding in the right click to open account history from here would be so beneficial for saving clicks and time.
Also - the box should be expandable like the customer control panel so we can see more at once. Sometimes it's easier to spot a pattern this way IYKYK sort of thing.
Candace
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6 votes
An error occurred while saving the comment Candace
commented
Similarly, budget versus actual does not show the reconcilliation amount so that the customer can see the potential future impact. Other utilities in our area provide this so we're behind on the customer service aspect here.
An error occurred while saving the comment Candace
commented
Not me saying yes this is what I need only to find out I'm the one that started the ask.... LOL
Honestly, whenever the customer and CSR can see the same amount of detail and data the less likely we are to get a phone call and the more easily the CSR can walk a customer through the inquiry and teach them how to self-serve. Transparency is of ineffable value.Candace
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2 votesCandace
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10 votesCandace
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3 votesCandace
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7 votes
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8 votes
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3 votesCandace
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15 votes
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We can see the draft under the Audit tab.
Activity = add; Change type = recurring payment
New value = draft, pay account balance (or if they select flat)
change date shows date and time stamp
changed by shows the log in name