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The following updates have been made to Snoozed Alerts: Snoozed Alerts has been renamed to "Alert History." The Alert History screen has been split into two tabs: Snoozed Alerts : Displays alerts that have been snoozed. Alerts in this section...
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The following enhancements have been applied to the Services List screen: Left and Right-Click Enhancements Left-click anywhere within a row (that is not a link) and it will cause the selection of the row. Right-click ...
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The following division billing address information has been added to Account Statement notification template options: division.billingaddress.line1 division.billingaddress.line2 division.billingaddress.city division.billingaddress.state divisi...
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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...
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Created On: 01/07/2025
in Setup Home Services
Charge code tiered pricing is a flexible pricing strategy designed to offer varying pricing levels based on the quantity associated with a charge code. Setup for this pricing feature begins with configuring the charge code and is then further defi...
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Created On: 01/07/2025
in Database Home
Pathway: Database > Import > Import Account Notes; Import Site Notes The following article captures the requirements of importing account and site notes. Required Permissions The following permissions are required to acces...
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Two new import options—Import Account Notes and Import Site Notes—have been added to the Database module. These import options are visible only to authorized users. To support this feature, two new permissions have also been introduced. Review the...
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The rules for Invoice Adjustment Limit , Adjustment Approval Limit , and Amount Requiring Two Approvals have been updated to clarify which limit applies where. Invoice Adjustment Pathway: Customer Service (screen) > AR History >...
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The logic for the Auditor header in AR Aging Management has been updated to first check the Auditor Account Label field in System Options Setup and use the value listed. If the field is empty, the header defaults to 'Auditor'. Pathway...
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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 ...