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The Customer Portal has been updated to provide portal users the option to manage their paperless billing preference. Requirements: The portal user must be a billing contact OR an account contact for an account that has no billing contacts ...
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Previously, an error was produced when attempting to import a route. This has been fixed. Pathway: Operations > Route Management > Current (Tab) > Import ...
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The Rate UOM field in Charge Code setup has been updated to limit the list of options to types that relate to volume, weight, area, each (per unit) and length. Time based UOMs have been removed. Pathway: Setup > Services > Charge Cod...
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A Description column has been added to the Database Query screen to explain the field with the description from the database. If a description does not exist in the database, none will display for the field. Pathway: Database...
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The Composition tab has been updated to include a total below the Quantity column. Pathway: Accounts > Search > Work Order ...
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Enhancements have been applied to the following Service Record tabs: Charges Ability to add the same charge code more than once. Source Location (enabled on the Work Type) Ability to add more than one Source Location. Select the green + ...
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Created On: 03/21/2023
in Setup Home Services
Pathway: Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
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An issue has been resolved that caused the incorrect bill group to populate in Billing Batch when a single invoice was created. Pathway: Accounting > Billing
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Created On: 03/21/2023
in Setup Home Setup - Other
This article details the setup to enable the Paper Bill Fee feature. Permissions The following permissions are required: Permission ID Permission Name 5 View Account 6 View Site 22 ...
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The following modifications have been applied to the History screen of the Invoice Adjustment - Pending Approval and History tool: Added filters: Reason Code Submitted By Approved By Status Search box added. Count and Total display at bot...