New Articles

  1. Accounts - Work Order Transfer Services Flipped (need help with title) - (17296)

    Previously, an issue was occurring with entering a Disposal Ticket to a  Work Order, the Transport Method was not available for selection. Now an enhancement has been made to change the order of the fields within the disposal ticket to now be, Fac...
  2. Service Code Setup (Setup) - Unable To Select Tax Class When Field Is Enabled (17217)

    Previously, when adding a new service code in the Service Code setup, the list of Tax Class options would not display when the 'Taxable' field was enabled. This has been resolved. Pathway:  Setup > Services > Service Code  ...
  3. 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...
  4. Add a Service with a Daily Rental Fee

    Pathway:  Accounts > Add Active Service For site services with an on-call frequency, the option to apply a daily rental fee when the service is created is available. Daily inactivity rental is only charged during scheduled billing batches...
  5. GL Account Setup

    Pathway:  Setup > Accounting > GL Account A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific accounts, gi...
  6. Bundle Setup - Service Region Logic Updated (17253)

    The Edit Bundle tool has been updated to restrict Service Region options based on the selected Division. Pathway: Setup > Services > Bundle ...
  7. Available Charge Code (Setup) - Changes Not Saving (17257)

    An issue has been resolved that prevented changes to the Available Charge Code screen from saving. Pathway:  Setup > Services > Available Charge Code ...
  8. GL Segmentation Setup

    Pathway:  Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, S...
  9. Document Format (Setup) - Update to Prefix Column for Surcharge Rates and Addendums (17233)

    In the setup for contracts and proposals, if the 'Prefix' column for proposal_addendums is populated, the prefix will now appear as a bold header above the addendums. Additionally, each addendum will now be listed as a separate line item, instead ...
  10. EPA Waste Code (Setup) - Search Bar Added To Sceen (17229) [New Feature]

    A search bar has been added to the EPA Waste Code Setup screen. Pathway:  Setup > Operations > EPA Waste Code ...