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Logic has been updated to correct how default pricing rates are determined when a charge code is added to the work order. Pathway: Accounts > Search > Work Order
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The Add/Edit Active Service and Add/Edit Service Proposal screens have been updated to support an Over Max flat rate charge. To support this, the following changes were made: Over Max Type column was removed Over Max Weight was renamed to...
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Created On: 03/26/2023
in Setup Home Services
Pathway: Setup > Services > Charge Code Charge Codes establish the charges available to a line of business and are used when billing for a service. This is the first step in setting up charge codes for use in active services, work orders...
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New functionality has been added to the account's Bill Group to support the Paper Bill Fee option. Once enabled, fees display in Customer Service and on the invoice for all accounts assigned to the Bill Group. If an account should be excluded from...
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An issue has been resolved that prevented service notifications from sending out for services marked complete by the driver on their iPad or tablet. Pathway: Database > Notification History ...
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Invoice History Export logic has been updated to include all details displayed on the History screen. Pathway: Accounting > Vendor Invoice Management ...
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The Unit of Measure Setup screen has been re-added to Setup > System and uses the following logic: Edits to all existing UOMs are restricted to the Active status. Pathway: Setup > System > Unit of Measure ...
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Route optimization running time has been updated to display in local time (timezone configured in Setup > System > System Options) and not the previously used UTC time. This is viewed by right-clicking on the route after optimization has been initia...
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Options in the Enable Max. Weight Charge field have been updated to the following: Yes - Per Unit Yes - Flat Charge Pathway: Setup > Services > Charge Code ...
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An issue has been resolved that prevented the Bulk Account Portal Invites tool from sending out emails if 'Accounts with Active Services' was checked and more than one active service existed for an account. Pathway: Database > Bulk Acco...