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The Role Setup screen has been modified to auto save upon tabbing or clicking away from an updated field. Pathway: Setup > System > Role Version: 69 ...
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A 'Bill Zero Amount' billing setting has been added to Service Code setup. Options for this setting include 'Yes' or 'No'. Pathway: Setup > Services > Service Code Version: 68 ...
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Created On: 03/29/2023
in Setup Home Services
Pathway: Setup > Services > Available Charge Codes The Available Charge Code Setup determines where charge codes are available. Charge codes must first be created in the Charge Code Setup before their availability can be configured o...
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Created On: 03/29/2023
in Setup Home Services
Pathway: Setup > Services > Available Service Code The Available Service Code Setup screen identifies the services provided to a division and further refines them to specific service regions. This screen also offers the option to app...
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Payment receipts have been modified to include the Authorization Code below the Payment Method. Pathway: Accounts > Search > Account (Customer Service) > AR History Release Version: 69 ...
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An issue has been has resolved in Surcharge Setup that prevented the Surcharge Rate section from displaying upon selection of a surcharge. Pathway: Setup > Services > Surcharge ...
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Site matching logic has been updated to use both Address Line 1 and Address Line 2. Additionally, if Address Line 2 is populated it will display in the same column as the Address Line 1. Pathway: Database > Merge Sites ...
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An issue has been resolved that affected Route drop down functionality. Pathway: Accounts > Search > (Edit) Active Service ...
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An issue has been resolved on the Add Disposal / Shipment screen that affected Qty and Save functionality. Additionally, the screen display has been corrected to open the Add Disposal / Ship record in a new window and not within the Disposal /...
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A new report ' Work Order Payments ' is available within AR reports and provides payment data based on the filter parameters selected. Start Date, End Date and Division are required to generate the report. Pathway: Reports > Standard Re...