Articles
AR History - Authorization Code Added to Payment Receipt (14476) [Enhancement]
Payment receipts have been modified to include the Authorization Code below the Payment Method. Pathway: Accounts > Search > Account (Customer Service) > AR History Release Version: 69 ...
Payment Receipt - Account ID Added to Payment Receipt (14475) [Enahancement]
The payment receipt's format has been updated to display the Account ID under the Payment Date. Pathway: Accounts > Search > AR History (Customer Service Screen) Version: 69 ...
Accounts - Edit Account Billing Contact 1 and 2 Updated (14337) [Enhancement]
In Edit Account, Billing Contact 1 and Billing Contact 2 fields have been updated to display the title of the employee after their name in the selection list of contacts. Title pulls from the Title field in the Contacts screen. ...
Account - Total Recurring Displays on all Views in Active Services (15080) [Enhancement]
Total Recurring has been added to display in all Active Services views. Total Recurring is the sum of all rates for recurring services. Pathway: Accounts > Search > Account (Customer Service Screen) > Active Services section ...
Accounts - Appointment Details Not Opening (15088)
An issue has been resolved that prevented appointment details from opening when double clicked on in the Pending section of Customer Details. Pathway: Accounts > Search > Accounts (Customer Service Screen) ...
Accounts - Auto Pay Option Added to AP Payment Methods (14746) [Enhancement]
The 'Auto Pay' option has been added to the Default Payment Method for an account and will display in AP Check Batches. Pathway: Accounts > Search > Accounts (Customer Service Screen) > right click Edit Account ...
Site Details - Add Site Inventory (15097)
Previously, an issue caused an error message to be produced when attempting to add and save a Site Inventory record. This has been resolved. Pathway: Accounts > Search > Accounts (Customer Service Screen) > select Display Inventory ...
Accounts - Creating On Call Order and Route Selection is Changing to Destination (15100)
An issue has been resolved in the Create On Call Order screen that caused the Route drop down to change to 'Destination' if the selection from Order Type allowed disposal entry. Pathway: Accounts > Search > Account (Customer Service S...
Accounts - On Call Service Reason Codes (15120)
Options available in the Reason Code drop down for On Call Orders have been corrected to limit to reason codes specific to On Call. In Setup > System> Reason Code , if Type = On Call, the reason code will display. Pathway: Accounts > S...
AR History - Invoice Adjustment Date Sort Updated (15126)
Sort logic has been updated in the Invoice Adjustment screen to correctly sort dates when clicking on Date in the column head. Pathway: Accounts > Search > Account (Customer Service Screen) > AR History ...
Accounts - Logic Updated to Inventory Count (15127)
Logic has been updated to Inventory count to limit the count to only include the current site's inventory. Pathway: Accounts > Search > Account (Customer Service Screen) > Display Inventory ...
Accounts - Add Active Service Screen Changes (14263)
The Active Services screen has been updated with the following changes: The Vendor search icon has been properly aligned with the Vendor and Vendor Rate boxes. The green + icon that previously displayed under the map has been relocated to...
Add Service - Entries to Max Weight Fields Not Displaying Active Service Screen (15119)
An issue has been resolved that prevented entries made in the Max Weight and Over Max Weight Rate fields from saving for tiered pricing service charges. Pathway: Accounts > Search > Accounts ...
Accounts - Separate Fields For PO Number and Tracking Number (15118)
To better track and correct where the PO Number and Shipping Tracking ID populated into work orders in Core (when created in Account Portal) the 'PO Number/Shipping Tracking ID' field has been separated into two fields. Pathway: Custom...
Attachments - Count Bubble Not Displaying For Blanket Purchase Orders Tab (15128)
Previously, the red bubble count was not displaying for the Blanket Purchase Orders tab and was also not reflected on the paperclip icon. This has been fixed. Pathway: Accounts > Search > Accounts (Customer Service Screen) > click Attac...
Accounts - Invoices Listed On The Receipt (15049)
An issue has been resolved that prevented payment receipts from displaying the invoices payment was applied to. Pathway: Accounts > Search > Accounts (Customer Service Screen) > AR History ...
Accounts - Service Record Disposal Entry Ticket (15099)
Previously, when a user added a disposal record in the Disposal tab, it was not displaying on the work order until the user closed and reopened it. This has been fixed. Pathway: Accounts > Search > Accounts ...
Accounts - Work Order Prepayment Notification Pending (14945)
The following changes have been applied to WO Prepayment Notifications: In Setup > System, 'WO PrePayment Receipt' has been renamed to 'Work Order Prepayment Notification'. This will display as WO Prepayment Notification on the calendar and...
Accounts - Selection of Default Destination Clearing Monthly Rate Field (15183)
Previously, when adding a service with Default Destination enabled, the Per Unit rate was resetting to 0.00 upon selection of a Default Destination. This has been fixed. Pathway: Accounts > Search Accounts > Add Service ...
Work Order - Default Destination Not Displaying on Scheduled Work Orders (14744)
An issue has been resolved that prevented the Default Destination assigned to a service from populating in the Service Record's Destination / Origin field. This affected Scheduled Event Type work orders. Pathway: Accounts > Search Work ...
Split Sites - New Accounts/Sites Not Displaying Information (15092)
Previously, when using the Split Site to New Account feature, the account/site details were missing for the new account. This has been fixed. Pathway: Accounts > Search Accounts > Account Detail s ...
Accounts - Disable Service Location Map For Sites That Aren't Geocoded (14278)
A change has been made to disable the Service Location Map button in Service Agreements for sites that are not geocoded. Pathway: Accounts > Search > Accounts > Service Agreements ...
Accounts - Work Type Set to 'Create One Service Record Per Qty' Issue Resolved (14472)
Previously, work types set to create one service record per quantity continued to create only one service record for all quantities. This has been fixed. In Work Type Event Setup, if ' Create One Service Record Per Qty ' is set to Yes ,...
Proposals - 'Disposal' Label Renamed (15206) [Enhancement]
The 'Deposit' field in the Settings tab of Proposals and Agreements has been renamed to 'Payment Required At Customer Signature'. Pathway: Accounts > Search - Quotes and Contracts ...
Customer Service (Calendar & Services Grid) - Photo Icon Visible for Any Service Record with Photos (15203, 15204) [Enhancement]
Previously, when a service record included a photo, the photo icon only displayed on the Calendar and in the Service History grid for Exceptions. Logic has been updated to display the icon for all service records a photo has been uploaded to. ...
Site Inventory - Add/Edit Truck Field Updates (15241) [Enhancement]
The following changes have been applied to the Add/Edit Truck screen in Site Inventory: Speed UOM has been removed. Volume Capacity and Weight Capacity along with their UOM fields are no longer required to save. Pathway: Ac...
Accounts - Edit Service Record From Posted Back To Pending (15217)
Previously, an issue occurred that prevented a user from reverting a work order's status back to Pending once it was posted. This has been fixed. Pathway: Accounts > Search > Work Order/Invoice/Reference/PO ...
Accounts - Logic Updated for Posted/Billed Service Records (15222)
Edit logic has been updated to Service Record Details for service records in a posted or billed status. If the posting status is 'Posted' or the work order billed, the following applies: All fields are disabled for edits Service Record Charge...
AR History - Email Receipt (15261)
Previously, email payment receipts and refund receipts in AR History were labeled as ' Credit Card Receipt Email ', regardless of the actual transaction type. This has been renamed to 'Email Receipt'. Pathway: Accounts > ...
Proposals - History Tab to Display Status Changes (14585)
The "Edit Proposal" has been updated to include all status changes for the proposal document in the History tab. This allows tracking of any status changes from the creation of the proposal through customer receipt. Pathway: Accounts > ...
Work Order - PO Number Not Appearing in Work Order Details (14116)
The issue of the PO number not appearing in Core on the service record after entering it in NavuNav during customer signature has been resolved. This issue was specific to the iPad version. Pathway: NavuNav (driver tablet); Account...
Service Record - New Columns Added to Payment Tab (15279)
The following columns have been added to the Payments tab in the service record: Batch# Batch Date Status Pathway: Accounts > Search Work Order > Payments Tab ...
AR History - New Option Added to Print or Email a Payment Refund (15186) [Enhancement]
AR History has been updated to include the option to email or print payment refunds. Using the same method as other payment receipts, right-click on the desired payment refund and select either Email or Print Receipt . Pathway: Acc...
Accounts - Credit Card 'Created By' Field Blank When Adding New Cards (15308)
We have fixed an issue that was causing the user's name to not display in the "Created By" field when adding a new credit card to an account. Pathway: Accounts > Search > Accounts ...
Accounts - New Bic Profile Fields Added to Edit Site (15266)
To meet regulatory reporting requirements for New York, two new fields have been added to the BIC Profile tab in the Edit Site screen. Field: Contract Type Selection Options: Written Oral Field: Other Financial Requirements Selection...
Accounts - Email Payment Receipts Stalling and Not Sending (15324)
Previously, when attempting to send an email payment receipt from the customer's AR History, the system would stall and not send. This has been resolved. Pathway: Accounts > Search > Accounts ...
Accounts - Account Credit Hold Removal To Run Hourly Rather Than Daily (15265)
The logic for removing an account from a credit hold status has been enhanced to run on an hourly basis instead of daily. Pathway: Accounts > Search > Accounts ...
Accounts - Edit Accounts 'Exclude From Payment Processing Fees' Updated (15325)
Previously, customer accounts with credit card fee disabled were still being charged when processing using Auto Pay. This has been fixed. Additionally, 'Exclude From Credit Card Fee' has been renamed to 'Exclude From Payment Processing' in the E...
Accounts - Credit Hold Notification Template (14441)
Previously an issue occurred with the Credit Hold Notification Template that prevented it from sending when an account was placed on credit hold. This has been resolved. Only the billing contacts for an account will receive a notification when a cr...
Accounts - Proposals Not Printing No-Charge Quantity (15355)
Previously when printing a proposal for an account that included a No Charge Qty, the No Charge Qty was not displaying when the proposal was printed. This has been resolved. Pathway: Accounts > Search: Quotes & Contracts ...
Accounts - Credit Card Payment Processing Core Changes (15094) [Enhancement]
The following enhancements have been applied to payment processing for accounts: A printer icon has been added to the left of each invoice to preview and print. An Apply check box has been added for each invoice. When checked, the Pay ...
Accounts - Change History Displaying Rate Change From Rate Update Batch (15342)
Previously, when a rate was modified using Rate Update Batches, the Change History for a service on an account did not reflect the updated rate. This has been resolved. Pathway: Accounts > Search: Accounts > right click on a service and...
Accounts - New Origin Field Added to Create Account and Add/Edit Site (15137) [Enhancement]
A new 'Origin' field has been added to Add Account , and Add/Edit Site to record. If the account is created with an origin assigned, the Origin field will auto populate in the Add Site screen when a new site is created. Pathway: A...
Accounts - Term Field Updates for Prepayments (15242)
An enhancement has been made to the Term field in Add/Edit Account for prepayments. When the Prepaid option is selected for an account, the Minimum Prepaid Balance field becomes available and requires users to enter a balance greater than '0'. ...
Accounts - Credit Hold Removal (15326)
The previous issue that prevented the removal of credit hold status from accounts without past due invoices has been resolved. Pathway: Accounts > Search > Accounts ...
Accounts - AR Aging Buckets Removed from Bill By Site Invoices (15395)
Invoice Format A has been modified to exclude the AR Aging Buckets from view for bill-by-site accounts. Pathway: Accounts > Search > Accounts ...
Service Records - Work Order Minimum Charging When It Should Not Be (15392)
Logic has been updated to correct how the work order minimum was being applied to service codes it is enabled for. This resolves the issue of the WO minimum being applied in addition to total charges that were already higher than the minimum amount....
AR History - FIeld Update in Account Payment Methods (15405)
The "Bank Account Type" field in Add Account Payment Methods has been changed from a text field to a selection drop down field. This resolves the problem where an error would occur when an unsupported entry was entered, and the user tried to save it...
Service Record - Voided Work Order Labels Included in Billing (15223)
Previously, if a user voided a label and did not close and reopen the service record screen before posting, the label was included when the work order was billed. Functionality when voiding a label has been improved to automatically save once the la...
Account Request Management - Photos and Linked Items Updates (15317) [Enhancement]
The following modifications have been applied to the Account Request screen: Linked Items and Photos have been separated into distinct tabs for improved organization. The Photos tab now allows for the attachment of multiple photos, expanding the ...
Accounts - Work Order Prepayment Link to Support Text Message (15146) [Enhancement]
The Prepayment link for on-call orders has been enhanced to enable the sending of the link as a text message to account contacts whose Service Notification Method setting is 'Text Message'. Pathway: Accounts > Search > Accounts ...
Customer Details - Service History Search Bar Added (15418) [Enhancement]
An enhancement has been made to add a search bar to the Service History section on the Customer Details screen. Pathway: Accounts > Search > Accounts ...
AR History Statement - Past Balance Due Not Displaying (15427)
Previously, the Past Balance Due amount on the email AR Statement was not displaying. This has been fixed. Pathway: Accounts > Search: Accounts > Customer Details: AR History ...
Accounts - Logic Updated to Notification Message Views (15409) [Enhancement]
An enhancement has been made to the Customer Details screen to display the full notification message for email and text messages when clicked on by the user. Pathway: Accounts > Search: Accounts ...
Accounts - AR History Logic Fix For Adjustments (15365)
A fix has been deployed to the AR History screen related to invoice adjustments to correctly display adjusted amounts. Pathway: Accounts > Search > Accounts: AR History
Service Record - Payments Tab Added (14950) [Enhancement]
A new Payments tab has been added to the Service Record screen, enabling direct application of payments for services. The following payment method types are supported: Cash Check Credit Card ACH If the account has a saved payment method on fi...
Edit Account - New Field Options Added for Inbound Work Orders (15347) [Enhancement]
The Edit Account screen has been updated to include two new check boxes in the Billing section: Hide Work Order Format Rate If selected, rates will be hidden from view on scale tickets or work orders that support printing rates. This option is...
Service Record - Split Order Improvements to 'Created By' and 'Created Date' Fields (15494)
The Created By and Created Date fields for split orders have been updated to display the name of the user who created the split order and the date the split order was created. Prior to this update, the split order used to show the user of the parent...
AR Payment Batch - Display of Work Order Number (15469) [Enhancement]
The Batch screen has been updated to display the work order number under the account name if the payment is associated to a work order (payment was collected on the Payments tab of the Service Record/Work Order). Pathway: Accounting > A...
Manifest Consolidation Batch - Shipping Reports Not Showing Summary for Transfer Batches (15493)
Previously, the summary section in the Shipping Report for transfer batches was not displaying the information. This has been fixed. Pathway: Operations > Manifest Processing > Manifest Consolidation: Option to Print Shipping Report ...
Accounts (Customer Details)- Unable to Delete Attachments (15452)
Within the 'View Photos, Attachments and Waste Profiles' (paperclip icon) of an account, an issue in the Attachments tab prevented the deletion of attachments that had been added. This has been resolved. Pathway: Accounts > Search >...
Accounts - Customer Service Calendar And Tool Tip Information Not Matching (15498)
Previously , the Customer Service Calendar displayed different 'From' and 'Send To' information than what the tooltip displayed. This has been resolved. Pathway: Accounts > Search > Accounts ...
Edit Active Service - Logic Updates for When Equipment Type is Changed (15426) [Enhancement]
The following logic has been updated to Edit Active Service screen: If the equipment type is changed for an active service, a removal work order is created for the old equipment and a delivery work order is created for the new equipment. Removal a...
User Activities - 'Created Date' and 'Last Viewed' Times Not Matching (15505)
Within the User Activity and Customer Calendar screens, the 'Created Date' time stamp and 'Last Viewed' time stamp did not match. This has been resolved. Pathway: Accounts > User Activities ...
Accounts (Calendar)- Notification Message Updates (15497) [Enhancement]
In the Customer Calendar, additional details have been added to the Notification Message dialog box to include the following information: Message Type (SMS or Email) Message Subject Message Direction (Sent or Received) From Email A...
Account Request Management - Linked Item Showing Twice (15481)
An issue has been resolved that caused linked items to display twice in both the Account Request screen and Account Request Management screen. Pathway: Accounts > Accounts Request Management ...
Accounts - 'Paper Bill Fee' Should Only Display When 'Invoice By Email' Is Disabled (15521)
Previously, 'Paper Bill Fee' continued to display for accounts that had 'Invoice By Email' enabled. This has been resolved. Pathway: Accounts > Search > Accounts ...
AR History - Logic Updates to Account Payment Method (15492)
Logic has been updated to the AR History screen to not include Quick Pay in Payment Methods. Previously, these were included and displayed as "Recently Expired." Pathway: Open Account > Select "AR History" ...
Work Orders - Charge Codes Missing When Work Order is Created from a Proposal or Agreement (15589)
An issue has been resolved that prevented the default charge codes from displaying on the work order when the work order was generated from services originating from a proposal/agreement. ...
Edit Service - Confirmation Window Popup Added (15606) [Enhancement]
A new Confirmation popup has been added to active services. This popup will be displayed when a user tries to edit a service included in an open rate update batch. To proceed, the user must select either 'Yes' or 'No'. Yes: Opens the edit screen a...
Accounts - Edit Service Add Service Charge Saving Over Weight and Over Max Weight Rate - (15581)
An issue has been resolved that prevented the rates for Max Weight and Over Max from saving when a service charge was added to an existing active service. Pathway: Accounts > Search > Accounts ...
Accounts - Statement Email Link Presentation Enhancements (15613)
Previously, an issue occurred on emailed account statements that caused a floating "0" to display under the address. This has been removed. Additionally, Past Due Balance has been corrected to display the past due amount. Previously this displayed ...
Accounts (Route Scheduling) - Duplication of Service Record When Rescheduling to Another Day (15640)
Previously, rescheduling a recurring service to a different day of the week resulted in the creation of work orders for both the original and rescheduled days. This issue has been resolved, and now only a single work order is generated for the newly...
Site Inventory - Logic Update to Match Inventory Management Tool (15592, 15532) [Enhancement]
The Equipment tab in Site Inventory has been updated to include similar logic used by the Inventory Management tool when adding or adjusting site inventory. Review the Related Articles links at the bottom of this page to learn more. Path...