Articles
Site Details (Accounts) - Tax Code Not Validating (15624)
An issue that caused errors when validating tax regions for certain addresses has been resolved. Pathway: Customer Service Screen> Site Details ...
Site Details (Accounts) - Site Not Found Error Resolved (19354)
An issue has been resolved that caused a 'Site Not Found' error when an edit was made to the Bill Group field. Pathway: Customer Service Screen > Site Details ...
Service Record (Accounts) - 'Display in Customer Portal' Not Respecting Account Class Setup Setting(19343)
An issue was identified where, if a driver marked a stop with an exception and attached a photo, and the account class setting Default Work Order Photo – Display in Customer Portal was set to Yes , the service record incorrectly showed Display i...
Work Orders (Accounts) - Updated to Work Order Format 2 (19407)
Work Order Format 2 has been updated to display both the route number and the driver’s name. ...
On Call Orders (Accounts) - Update to Information Displayed on Screen (16496)
The Create On Call Order screen has been updated to include the following information as it applies: COD - Payment Required Business Hours The Edit Service Record screen has been updated to include the following information as it applies:...
Service Record (Accounts) - Field logic update in 'Create On Call Order' (19459)
The Requested By field that appears when creating an on-call work order has been updated to allow a maximum of 50 characters . If the character limit is exceeded, the Create button is disabled. Pathway: Customer Service Screen > C...
PO Numbers (Accounts) - Logic Updated to PO Number Field (19542)
ChatGPT said: ChatGPT said: The PO Number fields have been updated to support entries of up to 50 characters , resolving a billing issue that previously occurred. PO number field updates were applied to the following areas: Serv...
Edit Service Record (Accounts) - Logic Corrected to 'Per Unit' Rate Field for Charge Codes (19586)
Previously, even when “Enable Negative Amount” was set to No for a charge code (Setup > Services > Charge Code), users were still able to enter negative Per Unit rates when editing a service record. This has been resolved, and a popup message wi...
Service Record (Accounts) - Issue resolved to added Site Service Charges (19405)
Previously, in some cases, adding a new charge code to an active service could cause the code to apply to all work orders, ignoring the intended work type setup. This has been corrected so charge codes now apply only to their designated work types. ...
AR History (Accounts) - Clicking the Invoices Link from an Emailed Receipt Opens a Blank Page (19710)
An issue has been resolved where selecting the Invoices link from an emailed receipt opened a blank page instead of displaying the corresponding invoice details. The link now correctly opens the intended invoice information. Pathway: ...
Active Services (Accounts) - Logic Update to Reverse Option for Active Site Services (19678)
An issue has been resolved where users could attempt to reverse an earlier active service even when a newer service change existed, resulting in duplicate service records. The system now correctly limits the Reverse option to only the latest activ...
Disposal Record (Accounts) - Disposal Facilities Not Restricted to Division When Creating Disposal Records from Route or Work Order (18231)
Previously, when creating or editing a Disposal Record from a Route or Work Order, the list of Disposal Facilities was not limited to those associated with the corresponding Division. This has been resolved. ...
Active Services (Accounts) - Logic Corrected to Site Service Charges (19460)
An issue that caused the duplication of service charges when an active service was edited has been resolved. ...
AR History (Accounts) - Credit Invoice Application Issue Fixed (17620)
An issue has been resolved where attempting to change the application of credit invoices resulted in a negative application amount and produced an error when trying to reapply. Pathway: Customer Service Screen > AR History ...
Post ACH Credit (Accounts Menu) - Feature Removed (17309)
Previously, Navusoft included the ability to process ACH Credits when using Pineapple. This functionality is no longer supported in CardPointe and has largely been replaced by the option to perform partial refunds. ...