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UB System Overview
Updated on
Apr 01, 2021
Previous Article
UB Budget Billing
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UB Past Dues
Upcoming Training
Utility Billing
Videos
22
UB Refunds & Transfers
UB Payment Plans 7.17 and above
UB Payment Plans
UB Credit History
UB Collections
UB Adjustment & Fees
UB Winter Averaging
UB Budget Billing
UB System Overview
UB Past Dues
UB Billing Reports
UB Reports Consumption
UB Refunds
UB New Billing
UB Billing Meter Readings
UB Maintenance
UB Consumption Reports
UB Fiscal Year-End Processing
UB QBE Basics
Online Bills
Web Payments - Reports & Reconciliation
Web Payments - Customer Service & Settings
Overview
19
Open, Create or Final a UB Customer Account
Where Do I...
Bill Type
Direct Debits Overview
Service Requests
Usage Periods
Credit History
UB Final Account Wizard
UB New Account Wizard: Overview
New Account Wizard: Create a Customer Deposit
UB Address Certification
UB Deposits
UB Deposit Setup
UB Print and Mail Service
UB Print and Mail Upload
Receipt and Account Alerts
Net Metering
Bill to Report
Format of UB Account Number in Word Merge
Adjustments Fees
8
UB Bill a Service Request
UB Miscellaneous Billing
UB Redistribute Credit Balances
UB Remove Budget Accounts
UB Factor Interest on Deposits
UB Reset Net Meter Banks
UB Adjustment and Fees: Import
UB Adjustment and Fees: Input a Billing
Budget Billing
1
Process a Budget Billing Batch
Collections
2
UB Collections Setup
UB Collections
Final Billing
2
UB Final an Account Process Overview
UB Final Billing
Maintenance
31
UB Account Maintenance
UB Account Master Search Window
UB Account History Report
UB Account Template Maintenance
UB Add Bank Account to a UB Customer Account
Add a Comment to a UB Customer Account
UB Adjustment Type Maintenance
UB Type Maintenance
UB Category Code Maintenance
UB Class Maintenance
UB Comment Status Maintenance
UB Consumption Conversion Maintenance
UB Cycle Code Maintenance
UB Device Maintenance
UB Exempt Meters Overview
UB Backflow Device Type Maintenance
UB Electric Meter Device Type Maintenance
UB Gas Meter Device Type Maintenance
UB Transformer Device Type Maintenance
UB Water Meter Device Type Maintenance
UB Fee Code Maintenance
UB Forms Maintenance
UB Query by Example Report Builder Tool
UB Route Maintenance
UB Service Maintenance
UB Service Group Maintenance
UB Service Rate Maintenance
UB Service Request Code Maintenance
UB Statement Message Maintenance
UB Tax Code Maintenance
UB Zone Maintenance
Meter Management
13
UB Input a New Meter Reading
UB Edit Meter Readings
UB Update Meter Read Dates
UB Meter Readings Proof List
UB Meter Change-out Report
UB Misread Meters Report
UB Unread Meters Report
UB Meter Sheet
UB Meter Data Export
UB Meter Change Out Import
UB Export Meter Readings
UB Import Meter Readings
UB Resequence Meters
New Billing
2
UB New Billing
UB Consumption Not Billing
Past Dues
1
UB Past Dues
Refunds
2
UB Refunds Setup
UB Refunds
Reports
30
UB Account Master Report
UB Account Service Report
UB Accounts by Tax Code Report
UB Aging Report
UB AR Totals by UB Cycle Code
UB Backflow Test Results Report
UB Balance by AR Account Report
UB Comments by Status Report
UB Consumption Adjustment Report
UB Consumption by Class Report
UB Consumption by Meter Size Report
UB Consumption by Service Report
UB Consumption by Type Report
UB Consumption Revenue Report
UB Credit Balance by Cycle Report
UB Deposit Balances Report
UB Deposit Transactions Report
UB Detailed Meter Information Report
UB GL Comparison Report
UB Labels by Zip Report
UB Payment Plans Report
UB Payments by Past Due Report
UB Summary by Class Report
UB Summary GL Comparison Report
UB Top Users Report
UB Transactions by Date Report
UB Trend Monitoring Report
UB Trend Monitoring Report
UB Trial Balance by Date Report
UB Unpaid Deposits Report
Reports Consumption
5
UB Consumption by Report
UB Consumption by Service Rate Report
UB Summary by Service Rate Report
UB Sub Meter Listing Report
UB Account by Service Rate Report
Service Requests
11
UB Service Requests Input/View
UB Close and Commit a Service Request
UB Service Request Door Hangers
UB Service Request Report
UB Service Request Proof List
UB Add Device Service Request
UB Change-out Device Service Request
UB New Account Service Request
UB Read Device Service Request
UB Remove A Device Service Request
UB Final Account Service Request
Transfers
1
Process Transfers in UB
Utilities
16
UB Account Export
UB Add/Remove Services and/or Service Rates
UN Export Assistance Accounts
UB Alert Works Export
Add/Remove Bill Tos
UB Defaults
UB Import Adjustments from KVS
UB Import Assistance Accounts
UB Import Comments
UB Modify Account Number
UB Open an Exported Access Database in MS Excel
UB Pad Meter Sequence
UB Setup
UB Statement Setup
UB Synchronized Web Payments
UB Bill to Import
Winter Average
2
UB Winter Average Setup
UB Winter Averaging
Other Resources
Current Webinars
Calendar Year End Playbook
Fiscal Year-End Playbook
Affordable Care Act Playbook
Tableau
New Finance Director Training
Getting Started
Springbrook 101
Cirrus Overview
Cirrus Accounts Payable
Cirrus Accounts Receivable
Cirrus Bank Reconciliation
Cirrus Cash Receipts
Cirrus Clearing House
Cirrus General Ledger
Cirrus Payroll
Cirrus Project Management
Cirrus Purchase Orders
Cirrus System Setup
Cirrus Tax Collection
Cirrus Utility Billing
Account Payable
Accounts Receivable
Bank Reconciliation
Cash Receipts
Clearing House
Configurable Check Labels
Extended Budgeting
Financials
Fixed Assets
General Ledger
Inventory Control
Project Management
Purchase Orders
Washington State Audit Export
Work Orders
Payroll
Human Resources
CivicPay Online
CivicPay Administration
Building Permits
Business Tax
Code and Contact Management
Licenses and Permits
Parking Tickets
Special Assessments
Online Aplications
Springbrook Analytics
Backup Services
Cloud
System Setup
Demo Recordings
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