Accounts - 70 Release

Logic has been updated to the Add Account Templates to restrict access based on the user's division access (assigned on their user account). If the template does not have a division assigned, it will continue to be visible to all users. ...

Previously, 'Prepayment Amount' and 'Total' field labels were not displaying in the Post A Payment screen when the invoice list was empty. This has been fixed.  Pathway:  Accounts > Search > Accounts ...

The "Require Deposit Amount" field on the Add Proposal screen has been renamed to "Payment Required at Customer Signature" and has been updated to include the following options: Not Required Customer and Sales Rep can sign the contract without co...

An issue has been resolved that caused a discrepancy between the date and label displayed on the Order Processing screen and what appeared on the work order when a service was edited. Pathway:   (Load) Accounts > Edit Service ...

Logic has been updated to the 'New Site Template' to restrict access based on the user's division access (assigned on their user account). If the template does not have a division assigned, it will continue to be visible to all users.  Pat...

Previously ,  the Division filter 'All' on the 'New Customer/Site' tab in Order Processing was not loading initially. This has been resolved. Pathway:  Accounts > Order Processing  ...

The problem affecting township addresses, where the city name was not populating correctly in the City field from the Google lookup, has been successfully resolved. Pathway: Accounts > Add Account ...

The following logic updates have been applied to the Reason and Competitor fields for 'Lost' proposals/contracts: Reason is hidden until "Lost" is selected from the Status drop down. The Reason field has been relocated to the left of the Competit...

Previously, an issue was occurring with customers receiving multiple Credit Card Expiration Notifications when Quick Pay was setup. This has been resolved so 'Quick Pay' payments are no longer included in expired credit card notifications. ...

The 'Edit Account' screen has been updated to display in two separate tabs: "Account" and "Settings." This enhancement has also resolved the issue of the 'Update Account Custom Settings' gear icon being pushed off the screen. Pathway: Ac...

The 'Applied Date' column has been removed from the Applications From Payment screen. Pathway: Customer Service Screen (Accounts) > AR History ...

If a site includes a warning message, the popup logic has been updated to prevent the message from reappearing on the screen after user-initiated manual refreshes and system-generated refreshes. Pathway: Customer Service Screen (Account...

Logic has been updated to 'Calculate Manual Finance Charges and Late Fees' to correctly reference the 'Apply Finance Charges' option in an account's settings. If 'Calculate Manual Finance Charges and Late Fees' is configured, and the account does no...

Previously, in the Edit Service Contract screen, when a service change involved changes to the equipment, the Order Processing screen did not display the Delivery Work Order, and a Delivery Work Order was not generated for the service being added/ed...

An issue has been resolved that prevented the successful processing of Service Transfers.  Pathway: Accounts > Customer Service Screen > Menu - Transfer Service ...

Logic has been updated to ensure that when 'Calculate Manual Finance Charges / Late Fees' is processed, only accounts with an outstanding balance in one of the 'past due' buckets will incur charges. Additionally, an unapplied payment exists that can...

The logic has been modified to restrict a user from reversing a service if it is linked to multiple work orders, and at least one of those work orders has a status other than 'Scheduled.' Pathway:  Customer Service Screen > Right-Click o...

The character limit for address line 2 on invoices has been extended to 255 characters, and the Postal Code limit has been increased to 12 characters. This resolves the issue of addresses not printing on the invoice if the character limit was exceed...

Previously, when there was a future change to work order charge pricing, the new pricing was being used before the effective date of the price change. This has been fixed.  Pathway: Customer Service Screen ...

Previously, when creating an on call work order, the External ID was not copying over to  the service record. This has been resolved.   Pathway:  Accounts > Search > Accounts  ...

The Tax Verification screen has been updated with the following changes: Previous check box selections for "Verified," "Not Verified," "Failed," "Address Not Found" and "Errors" now display as a tabset. A Confirmation prompt has also been added ...

In AR History, the Reason Code drop down for Balance Write Offs has been updated to only include "Invoice Adjustment" reason code types that also have a GL Account identified. Pathway: Accounts > AR History ...

An issue that previously resulted in an error when a user tried to print labels has been resolved. ...

The following changes have been applied to the AR History screen when (options are available upon right-click): A "Convert to Payment" option has been added for received deposits, when selected, a confirmation prompt will display. The "Set to Dep...

Service Record logic has been updated to allow for the addition or removal of a photo to a Posted or Billed work order. Pathway:  Accounts > Search > Accounts ...

An issue has been resolved that prevented a user with permission 303 (Modify Disposal Records For Posted/Billed Work Orders) from being able to edit a disposal record. Pathway:   Accounts > (Open) Service Record > Disposal/Ship tab ...

 In the Duplicate Accounts screen that is returned in the process of adding a new account, when the user follows the hyperlink to view a possible duplicate account, a return link has been added to return the user back to the duplicate results scree...

A fix has been deployed to reversal logic functionality to prevent the restoration of the history of previously ended services when the most recent ended service is reversed. Pathway: Accounts (Customer Service screen) > Active Services...

Invoice Detail Level functionality has been added to allow for grouping invoice details by Line of Business, Material, or Site Service. This option is only visible when the invoice format assigned to the Bill Group is formatted to use this functiona...

An issue has been resolved that caused the Value to disappear from the Site Custom Settings Properties if an edit was made to the site. Pathway:  Accounts > Edit Site > [select} Site Custom Settings icon ...

When print ing a single Invoice, the system will show the invoice balance and a 'Make a Payment' link, accompanied by a list of the work orders presented as selectable hyperlinks.    Pathway:  Accounts > Search > Accounts  ...