My feedback

11 results found

1. Edit of unposted payment on account screen - doesn't let you change from cash to check

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   4 votes

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   0 comments  ·  UB4  ·  Delete…  ·  Admin →
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   Angie Guzman supported this idea  ·  Oct 2, 2025

2. Add Expand All option on the Notes Tab

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   9 votes

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   1 comment  ·  UB4  ·  Delete…  ·  Admin →
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   Angie Guzman supported this idea  ·  Oct 2, 2025

3. Billing Review Calculations: Add Export Option

   6 votes

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   0 comments  ·  UB4  ·  Delete…  ·  Admin →
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   Angie Guzman supported this idea  ·  Oct 2, 2025

4. adding services in the location tab

   6 votes

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   0 comments  ·  UB4  ·  Delete…  ·  Admin →
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   Angie Guzman supported this idea  ·  Oct 2, 2025

5. PRINT UPDATED BILL

   12 votes

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   2 comments  ·  UB4  ·  Delete…  ·  Admin →
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   Angie Guzman supported this idea  ·  Oct 2, 2025

6. Would like to see the past due balance for all locations in one area. Right now we have to go to each location and add the amounts.

   6 votes

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   1 comment  ·  UB4  ·  Delete…  ·  Admin →
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   Angie Guzman shared this idea  ·  Oct 2, 2025

7. would like less clicks of tab button on the payment screen after entering check number

   20 votes

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   1 comment  ·  UB4  ·  Delete…  ·  Admin →
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   Under Review  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

   Thank you for your suggestion. We are reviewing this request.

   Angie Guzman supported this idea  ·  Aug 28, 2025

8. Search by Billing Address in UB4

   10 votes

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   0 comments  ·  UB4  ·  Delete…  ·  Admin →
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   Under Review  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

   We are reviewing this request.

   Angie Guzman supported this idea  ·  Aug 28, 2025

9. Add google map balloon that was in CBSW customer tab to the Account screen in UB4

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   14 votes

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   3 comments  ·  UB4  ·  Delete…  ·  Admin →
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   Planned  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

   We’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!

   Angie Guzman supported this idea  ·  Aug 28, 2025

10. Omnisearch Default Setting

    7 votes

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    2 comments  ·  UB4  ·  Delete…  ·  Admin →
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    Under Review  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    Thank you for your suggestion.

    We appreciate your input and are currently reviewing the request to assess its feasibility and alignment with our roadmap. We’ll keep you informed of any updates as the evaluation progresses.

    Angie Guzman supported this idea  ·  Aug 28, 2025

11. Viewing Past Due Balances for Accounts with Multiple Locations

    2 votes

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    1 comment  ·  UMS  ·  Delete…  ·  Admin →
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    Angie Guzman commented  ·  Aug 28, 2025  ·  Edit…  ·  Delete…

    If it were a custom feature that can be added and invoiced, we would consider that option.

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    Angie Guzman shared this idea  ·  Aug 28, 2025