Articles
Customer Service (Account) - Photo in Highlights Section Not Displaying Upon Hover (16968)
Previously, within the Highlights section on the Customer Service screen, images did not display as expected when the user hovered their mouse over the image icon. This has been resolved. Pathway: Customer Service Screen > Highlights ...
Accounts - Keyboard Functionality Improved Across Multiple Screens (16884, 16885, 16624)
To improve keyboard compatibility, minor changes are being made to various screens. These changes include adjustments to fields with drop-down time entry selections and numeric fields that previously used +/- arrows. In the image example a...
Generate Invoice (Accounts) - Performance Improved to Preview Invoice (16906)
The performance of the Preview Invoice screen has been improved. This update resolves an issue where the amount displayed on the Preview screen differed from the amount generated on the generated invoice if it included a prorated service. ...
Create Account (Accounts) - Account and Site Custom Properties Moved (17085)
Within the 'Create Account' screen, Account Custom Properties and Site Custom Properties have been relocated to the bottom left of the screen. Pathway: Accounts > Add Accounts ...
Add/Edit Account (Accounts) - Broker Group Field Added (17084) [New Feature]
A new Broker Group field has been added to the Add/Edit Account screen. To enable this field, the following setup is required: In Setup > System > System Options , under the Account tab, 'Require Broker Group For Broker Account Class Type' mus...
Account Status (Accounts) - Internal/External Collection Status Options Added (17081) [New Feature]
Two new status options, 'Internal Collections' and 'External Collections,' have been added to the Account Status drop down menu. To apply either status, the following requirements must be met: In Setup > Accounting , a new 'Collection Group / A...
Add/Edit Contact (Accounts) - Additional Contact Option for Invoice & Past Due Notifications (17099) [New Feature]
Edit Contact has been updated to include the option to allow a non-billing contact to receive invoice and past-due notifications. For this, the following requirements must be met: This field only displays IF 'None' is selected for the Billing ...
Proposals (Accounts) - Updates to Proposal Pre-Authorization and Support for Terms Addendum and Surcharge Rates (16922, 17060, 17082) [New Feature]
Proposals can now be configured to require either a single pre-authorization or two pre-authorizations before being sent to a customer. Additionally, the Proposal screen has been updated to include settings for Terms Addendum and Surcharge Rates. ...
Cancellation Request (Accounts) - Edit Cancellation Request Updates (17104) [New Feature]
Two new tabs have been added to the Edit Cancellation Request screen: A History tab has been added to track changes to cancellation requests, including updates to the assigned personnel and the current stage of the request. A Linke...
Accounts - Display Title and Department After User Name - Affects Multiple Screens (17152) [New Feature]
An update has been implemented across multiple screens with user dropdown lists, now showing the user's title and department next to their name. ...
Account Request (Accounts) - Inactive Request Types Continue to Display for Selection (17196)
Logic has been corrected to request types to restrict what is available to only active types. Pathway: Accounts > Search > Accounts ...
Customer Service Screen (Accounts) - Label Update for Wallet/Default Payment Method (17197)
Previously, when the 'Payment Methods' label in the Customer Portal and an account's AR History was updated to 'Wallet', the change unintentionally impacted other areas where the label was used. Any unintended changes have now been corrected. ...
Transfer Service (Accounts) - Transfer Service Rate/Rate Per Unit Fixed (17203)
Previously, when transferring a service, the Rate and Rate Per Unit were being multiplied together instead of being directly copied, which resulted in incorrect rates for the transferred service. This has been resolved. Pathway: Accoun...
WO Add Disposal / Shipment (Accounts) - Fields in Add Disposal / Shipment Record Rearranged (17296)
An issue has been resolved that was causing the Transport Method to clear out when selecting the Facility. In addition, this fix also included the rearrangement of fields in the Add Disposal / Shipment screen. Pathway: Work Order > D...
(Active Services) Accounts - Add/Edit Service Frequency Error Message (17268)
In the Add/Edit Active Service screen, if 'Frequency' and 'Days' did not match, the Save button was inactive without an explanation. The logic has been updated to display a message indicating that the Frequency does not align with the number of se...
Refund Requests (Accounts) - Tracking User Who Created Refund (17350)
Enhancements have been made to track the user who created a refund request. This information can be viewed in the History tab of the new Edit Refund Request popup window, accessible by double-clicking the refund request in the Customer Service scr...
Edit Service (Proposals) - Availability of Service Days Selection (17306)
The Edit Service screen has been updated to always display the Service Days selection boxes, except when the frequency is set to on-call. Pathway: Accounts > Contracts and Proposals ...
Add Active Service (Accounts) - Only Allow Active Services to Accounts/Sites with an Active Status (17345)
The option to add an active service to a site is restricted if the site's status is: Inactive Prospect Vacant Exempt The option to add an active service to an account is restricted if the account's account class is 'Vendor,' or the acc...
Waste Profile (Accounts) - Update to Add Attachment Option (17357)
In an account's Waste Profile, the 'Add Attachment' popup has been updated to remove the 'Type' selection box. Pathway: Accounts > Photos, Attachments, Purchase Orders and Waste Profiles ...
Reversed Invoices (Accounts) Logic Updated to Reminder Emails (17387)
The logic has been updated to exclude reversed invoices from invoice reminder notifications. Pathway: Accounts > AR History ...
Search (Accounts) - Logic Updated to 'Account ID' Search Type (17391)
The 'Account ID' search type has been enhanced to support 'contains' searches by allowing the use of a percentage character (%) before the value. Pathway: Accounts > Search ...
Anniversary Billing (Accounts) - Logic Updated to 'Anniversary Next Bill Date' Field (17435)
The Anniversary Next Bill Date field now supports date editing. This field will only appear if the account is set to "Anniversary Billing" and cannot be cleared once set. Pathway: Accounts > Edit Site > Billing Settings ...
Add Active Service (Accounts) - Default Service Days Based on Nearby Sites (17449) [New Feature]
In Add Active Service, the Service Days selection boxes will default to days based on nearby sites within a 5-mile radius. This logic considers service frequency and line of business, with default selections applied for frequencies of 1x and 2x on...
Add/Edit Proposal (Accounts) - Updates to Window Title and Selections in Status Field (17470)
The Add/Edit Proposal window has been updated with the following enhancements: Renamed to "Add/Edit Document - Proposal" for clarity. The Status drop down now displays options specific to the selected Document Format. Pathw...
Active Service (Accounts) - Updates to Add/Edit Service (17469, 17535) [New Feature]
The following enhancements have been applied to the Active Service screen: Delivery and removal workflow fields are now hidden when 'Company' is not selected for Equipment Ownership, as the company is not responsible for the delivery or removal of...
Calendar (Accounts) - Calendar Timestamp to Use Local Time (17445)
The calendar's timestamp has been updated to align with the time zone configured for the division associated with the site. Pathway: Accounts > Customer Service Screen ...
Add Account (Accounts) - Update to Surcharge Group for Prospect Accounts (17586)
On the 'Create Account' screen, the Surcharge Group is now visible for the Prospect status and automatically defaults based on the selected Service Region. Pathway: Accounts > Add Account ...
Service Record (Accounts) - Display of Site ID (17623)
The Service Record screen now displays the Site ID above the site name. When the service record is accessed from the Inbound/Outbound screen, the Site ID appears as a hyperlink to the Customer Service screen, with a Return option to navigate back ...
Active Services (Accounts) - Logic Updates to Site Service Charge Rates with Future Rate Increase (17585)
Previously, in the Active Services section of the Customer Service screen, the current pricing displayed in purple if a future site service charge existed, and the future change not shown. With this update, service charge rates with a future increas...
Account Request Management (Accounts) - 'Division' and 'Assigned To' Logic Updated (17606)
The logic for the "All" selection in the Division and Assigned To filters on the Account Request Management screen have been updated to display only results for the divisions the user has access to. Pathway: Accounts > Account R...
Photos (Accounts) - Updates to Photos in Accounts (17580)
The following updates and fixes have been applied to the Photos tab in Photos, Attachments, Purchase Orders and Waste Profiles: The Work Order # column has been renamed to Source and now displays the ID of the source associated with the phot...
Orders, Quotes and Contracts (Accounts) - Logic Updated to Multi-Site Proposals (17581)
The logic for proposals with multiple sites has been updated. Proposals and contracts that include more than one site will now be visible on all associated sites, not just the primary site. Pathway : Accounts > Orders, Quotes, and Contra...
Service Record (Accounts) - Support for Non-Integrated Credit Card Terminal (17615)
A new "Enabled Non-Integrated Credit Card Terminal" field has been added to the Credit Card/ACH tab in the Division Setup screen. When this field is enabled, the "Credit Card - Non-Integrated Terminal" option becomes available in the Type dr...
Active Services (Accounts) - Update to Ensure Unique Service IDs (17599)
Service IDs have been updated to ensure uniqueness and prevent duplicates. Pathway: Customer Service Screen > Active Services ...
Statement (Accounts) - Due Date Added to Core Statement (17342)
An update was made to the core statement to include a Due Date column. ...
Payment Receipt (Accounts) - Not All Prined Receipts Successfully Generate (17662)
An issue has been resolved where selecting 'Print Receipt' in AR History generated a blank page instead of the payment receipt. ...
Active Services (Accounts) - Last Activity Column Added (17668)
The Active Services section of the Customer Service screen now includes a "Last Activity" column, displaying the date of the most recent service marked as 'Completed' or 'Not Serviced'. Pathway: Accounts > Active Services ...
Tiered Pricing (Active Services) - Tiered Pricing Cleared if Service Code was Updated in Site Service Rate Update Batch (16757)
Previously, tiered pricing for a service code was cleared during a site service rate update batch if the service code for the site was modified. This issue has been resolved, and tiered pricing will remain visible and unchanged. Pathway...