Articles
Add Contact (Accounts) - Newer Area Codes Not Recognized (19898)
Logic has been updated to recognize newer U.S. area codes, including area code 557 (introduced in August 2022). This ensures valid phone number formats are accepted when adding and editing contacts and are no longer incorrectly flagged as invalid....
Edit Account/Site (Accounts) - Option to Clear Billing Contact Fields Added (20102)
The billing contact fields in the Billing Settings tab of the Edit Site screen and the billing contacts fields in the Edit Account screen have all been updated so they can now be cleared. Previously, you had to select a different contact to ...
AR History (Accounts) - Updates to Proration Calculations (20258, 20260, 20257, 20256)
The following resolutions have been applied to proration calculations: Logic update to proration start date and calculation logic An issue has been resolved where proration charges and proration credits could round to different amounts. Whe...
Edit Site (Accounts) - Modification to Site Level Finance Charges (20255)
The billing process has been updated for accounts with Bill by Site enabled to apply only site-level finance charges associated with the site’s assigned bill group, excluding account-level finance charges. Pathway: Customer Service Scre...
Active Services (Accounts) - Last Activity Date Not Displayed (20067)
An issue was resolved that prevented the most recent completed work order date from displaying in the Last Activity column within the Active Service section. Pathway: Customer Service Screen > Active Services [section] ...
User Activity (Accounts) - Sales Rep Name Not Dispaying on Detail Export (20012)
An issue was resolved that prevented the Sales Rep name from displaying in the Detail Export of the User Activity screen. Pathway: Accounts > User Activity ...
AR History (Accounts) - Invoice Format 7 Udpated (20048)
Formatting was updated in Invoice Format 7 to prevent total values exceeding 999,999.00 from being cut off. Pathway: Customers Service Screen > AR History ...
Active Services (Accounts) - 'View Routing History' Updated (20069)
An issue was resolved that prevented some schedule changes and timestamps from displaying on the Routing History screen. Pathway: Customer Service Screen > Active Services [section] > [right click] View Routing History ...
Edit Account (Accounts) - Edit Account Screen Accessible After Splitting or Transferring Check Payments (20143)
An issue was resolved where the Edit Account screen would not open after a payment was split or transferred on an account, regardless of whether it was accessed by right-clicking and selecting Edit or by double-clicking. Pathway: Cus...
Active Services (Accounts) - 'Minimum Type' Now Carried Forward When Transferring Service (20011)
An issue was resolved in the Transfer Service process where the Minimum Type was not carried forward to the new site service on the target account. Pathway: Customer Service Screen > Active Services > [right click] Transfer Service ...
AR History (Accounts) - Merchant Processing Fee Invoices Missing Account Information (20215)
An issue has been resolved where invoices generated for merchant processing and convenience fees were missing key account details. The account “mail to” header, site header, and invoice detail line items were not displaying on these invoices. ...
Orders, Quotes and Contracts (Accounts) - Service Frequency and Routing Missing After Posting Service Changes from Proposal (20279)
An issue has been resolved where posting a service change from a Service Agreement (Order/Proposal) could result in the service frequency and routing being removed from the Active Services record. In these cases, the service rate was updated corre...
Edit Site (Accounts) - Update to Display of Site Class Field (20104)
Logic was updated on the Edit Site screen to display the Site Class field for accounts where the account class type was Residential . Previously, this field was only available for sites where the account class type was Commercial . ...
Service Records (Accounts) - Every-X-Weeks Services Duplicating After Route Renumbering (20119)
An issue has been resolved that caused every-X-weeks service records to duplicate across multiple future weeks after changes were made in Route Management . ...
Service History (Accounts) - Excel Export Column Layout Updated (20237)
The Excel export from Customer Details > Service History has been updated to separate the Sequence and Completion Date/Time into distinct columns. Previously, both values were combined into the same column in the export file. Pathwa...
Contacts (Accounts) - Portal Access Logic Correction (20173)
Previously, when a new contact was added and the account class has Auto Send Portal Invitation on Contact Creation was set to Yes, the portal invitation link was sent, but the Enable Portal Access checkbox remained unchecked in Add Contact, prev...
Active Services (Accounts) - Vendor Site and Vendor Rate Missing After Rate Update Batch (20313)
An update has been applied to ensure that Vendor Site ID and Vendor Rates are correctly carried forward when a rate update batch is released. Previously, after releasing a rate batch update, new site service records were created without the asso...