Articles
AR Aging Management (Accounting) - Multiple Screen Enhancements (16657) [New Feature]
The following changes have been made the the AR Aging Management screen: A drop down selection box has been added, offering two screen view options: Account Information or Contact Information. The Account Information view will retain t...
Invoice Message Management (Accounting) - New Screen Available (16963, 16972) [New Feature]
A new "Invoice Message Management" screen has been added to the Accounting module. This screen allows users to create and edit messages specific to a Division, Bill Group, Account Class, and Service Region, which will be displayed on customer invo...
GL Transaction Processing - Screen Stuck on 'Loading' When 'Fix Errors' is Selected (16717)
Previously, when selecting 'Fix Errors' within the GL Transaction Processing screen, the interface would become stuck on 'Loading,' preventing the errors from being fixed. This issue has been resolved. Pathway: Accounting > GL T...
AR Aging Managment - Account Class Filter Updated (16721) [Enhancement]
The Account Class filter in AR Aging Management has been enhanced to offer users the flexibility of selecting multiple account classes. Pathway: Accounting > AR Aging Management ...
GL Transaction Processing (Accounting) - Support for Individual GL Batch Creation (16732) [Enhancement]
A new 'Create Individual GL Batches' button has been added to the GL Transaction Processing screen. When selected, the user will be prompted to add a note that will be copied onto each created GL Batch. If the user has selected multiple batches ...
AR Payment Batch (Accounting) - F5 Shortcut To Payment Screen Not Working Consistently (16718)
Previously, there was an issue within the AR Payment Batch screen where using the F5 key shortcut to add payments to a batch did not consistently open the Search Accounts/Sites screen as intended. This issue has been resolved. Pathwa...
GL Transaction Processing (Accounting) - Unable to Post 'Pending' GL Transactions (16792)
In a few isolated scenarios, users were unable to post pending GL Transactions in the GL Transaction Processing screen. This has been resolved. Pathway: Accounting > GL Transaction Processing ...
AR Payment Batch (Accounting) - Batch Timestamps Displaying Incorrect Time Batch Was Created (16857)
An issue in AR Payment Batch that caused the timestamp for batch creation to display the incorrect time has been resolved. The timestamp uses the time zone assigned to the division to reflect when the payment batch was created. Pathway...
Aging AR Management (Accounting) - 'All' Option Added To Division Filter (16846)
An enhancement has been made to include an 'All' filter option to the Division filter on the AR Aging Management screen. Pathway: Accounting > Aging AR Management ...
Invoice Notification Monitoring (Accounting) - Screen Enhancements (16921) [New Feature]
An enhancement has been made to the Invoice Notification Monitori ng screen to include a Type column and Type filter. Pathway: Accounting > Invoice Notification Monitoring ...
AR Payment Batch (Accounting) - F5 Refreshing Screen For Windows Users (16930)
Previously, when using the F5 shortcut to open the Search Accounts/Sites in the AR Payment Batch screen on a Windows system, the F5 key would also refresh the page. This issue has been resolved so that the page no longer refreshes when the F5 shor...
Billing (Accounting) - Updates to 'Create Billing Batch' (16994) [New Feature]
When creating a billing batch, users will notice that the Type field has been updated to display the following selection options: 'All Charges' and 'Work Order and Manual Charges Only.' Additionally, the 'Bill From Date' field has been removed, ...
Billing (Accounting) - Enhancement to Allow Omitting One or More Divisions from a Billing Batch (16882) [New Feature]
Functionality has been added to exclude specific divisions from a billing batch when the batch includes more than one division. On the Billing screen, if a batch is in the 'Not Started' status and the Bill Group is not limited to a single division...
Billing Analysis (Billing) - Bill Batch Summary Not Loading (17010)
An issue has been resolved that prevented the loading of the Bill Batch Summary screen in Billing Analysis Window. Pathway: Accounting > Billing ...