Articles
AR History - Logic Updated to Single Invoices if Account has a Billing Batch in Progress (15911) [Enhancement]
The logic has been revised to restrict the generation of a single invoice when a billing batch is currently in progress for the account. In the image below, 'Generate Invoice' is unavailable and the billing batch is referenced in red text at the top...
Site Search - Add Icon Relocated (14796) [Enhancement]
In order to maintain consistency with other sections of the product, we have moved the "add site" icon to the left side of the Site Search screen. ...
AR History - Grand Total Added to 'Create Invoice' Screen (15905) [Enhancement]
The Create Invoice screen has been updated to include a Grand Total at the bottom. Pathway: Accounts (Customer Service Screen) > AR History ...
On Call Orders - Service Code Resets When Scheduled Date Updated (15953)
Previously, if a user created an on call order, and changed the Schedule Date after the Service Code field was populated, the service code is removed. This has been resolved. Pathway: Accounts (Customer Service Screen) > Create On Call...
AR History - Functionality For Payment Deposits (15883) [Enhancement]
Functionality has been improved to enable the transfer of a deposit that has been converted into a payment to another account. Pathway: Accounts (Customer Service Screen) > AR History ...
Labels (Hazardous Waste) - New Generic Label Created (15922) [Enhancement]
A new '4x6 Hazardous Waste Label - With Background' option has been included in the Print Work Order Labels list on the Edit Service Record screen. Pathway: Work Order (search) > Charges (tab) ...
Customer Calendar - Double Click Logic Removed for Events Link (15966) [Enhancement]
Logic has been updated to Events to open the list of events with a single click. Pathway: Accounts > Customer Service Screen ...
Invoice Display - Screen Updates (15955) [Enhancement]
Improvements have been applied to the format and display of the 'Account Balance Due' and 'Past Due' fields, along with the 'Make a Payment' button for invoices. Additionally, a "Login to Portal" link has also been added. Pathway: Ac...
Service Records - Update to Decimal Logic for Charge Gross Qty and Charge Qty (16009) [Enhancement]
Service Record logic has been updated to prevent the rounding of the Gross Qty and Charge Qty fields to 2 decimal places. Pathway: Accounts (Customer Service Screen) > Service Record - Charges tab ...
Edit Account/Site - Option to Change The Division for Accounts and Sites (16011)(16010) [Enhancement]
Accounts An enhancement has been applied to allow editing of the Division field for accounts. Previously, attempting to edit this field when an Accounts Receivable (AR) record existed would result in an error message. For this enhancement, a...
Accounts - Service Completed Notification Not Sending (16035)
Previously, an issue prevented the Service Completed notification from sending when a work order's Work Status was marked 'Service Completed.' This has been resolved. Pathway: Accounts > Search > Accounts ...
Invoice Format Improvements for Format 12 (16059)
The position and placement of the recipient address for invoice Format 12 has been improved to display within an envelope's window dimensions. Pathway: Search - Invoice ...
Accounts - Notification Not Sending When Work Order Marked 'Service Completed' (16036)
Previously, when a work order was marked "Service Completed," and the notification setting "Send at 7pm" was enabled for the work type, the notification message was not being sent out. This has been resolved. Pathway: Accounts > Sear...
Accounts - Linked Items Now Display with 'Email Invoice with PDF Attachment' (16070) [Enhancement]
"Email Invoice with PDF Attachment" has been improved to included linked items such as tickets and images. Pathway: Accounts > Search > Accounts ...
Accounts - View/Edit Proposal Details Display Payment Information (16045) [Enhancement]
An enhancement has been made to View/Edit Service Agreement to display the payment information if payment was collected when the contract was signed. Pathway: Search > Accounts > Orders, Quotes, and Contracts (section) ...
Accounts (Proposals) - Service Agreement to Display Required Payment Information (15020) [Enhancement]
Red text with payment requirements has been added to the Service Agreement if a deposit is required and the amount is greater than $0.00. With this change, proposals can only be marked 'Sold' if both the signature and deposit are received. ...
Accounts - Transfer Service Option Relocated and Logic Updates (16063) [Enhancement]
A modification has been implemented to move the "Transfer Service" option from the customer service menu's list of choices to the "Active Services" section. To initiate a transfer, right-click on the relevant service and choose 'Transfer Service' f...
Accounts - Default Logic Updated for Accounts When Status Changes from Prospect to Active (15936) [Enhancement]
The following default setting logic has been updated to accounts when the status changes from Prospect to Active: In Account Class Setup, values found in the Default Account Term, Default Account Credit Limit, and Default Rebate Payment Typ...
Accounts - Scale Ticket Modifications (16094) [Enhancement]
The following changes have been made to the Scale Ticket: The placement of the site address and division addresses have been flipped. A Driver Signature line has been added. A Weighmaster Signature line will populate with the user's store...
Accounts - Service Record Weight Added to Multiple Screens (16102) [Enhancement]
An enhancement has been made to display the Service Record Weight detail in the following locations: As a link in the Completion tab of the Service Record. Select the link to open the Service Record Weight window. In the Services List screen...
Accounts - Account Name Display On Invoice Statement (16129)
The issue causing the cut-off of account names on the invoice statement has been resolved. This affected accounts with longer names. Pathway: Accounts > Search > Accounts ...
Accounts - Service Notification Manifest Hyperlink Not Displaying (16121)
Previously, when the Work Status of a work order was changed to 'Service Completed,' the notification email sent did not include the manifest hyperlink. This has been resolved. Pathway: Accounts > Search > Accounts ...
Accounts - Unable to Process Payment Using Credit Card On File (16139)
The issue preventing users from processing payments with the payment method on file and hindering the calculation of the total amount in the Post A Payment screen has been resolved. Pathway: Accounts > Search > Accounts ...
Accounts - Work Order Per Unit Rate 0.00 Not Saving (16155)
The issue with the Per Unit work order charge rate has been resolved. Specifically, if a user changed the rate from a previous amount back to the default rate of $0.00 the change did not stick. Pathway: Accounts > Search > Account...
Accounts - Active Services Taking Longer To Load (16173)
Previously, when viewing a site, the Active Services section of the screen was taking longer to load than usual. This has been resolved. Pathway: Accounts > Search > Accounts ...