New Articles

  1. Reports (Standard) - Additional Filters Added to Aging Report (14622) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Reports - 67 Release
    Bill Group and Account Class filters have been added to Aging Reports and will also display in the header of the report. Pathway:  Reports > Standard Reports > AR > Aging ...

  2. Request Audit – Screen Modifications and Response Code Filter Added (14003) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Database - 66 Release
    The following enhancements have been made to the Request Audit screen: Upon entry, the tool will default to display a blank screen. Results will load once selections have been made using the filter drop down options at the top. Addition of '...

  3. Operations (Dispatch) - Service Exception Reason Added to Services List Screen Display (14394) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Operations - 67 Release
    The Services List has been updated to display the service exception reason below the status in the WO Type column. Hover over the exception to view the full reason. Pathway: Operations > Dispatch > Select link from Exceptions column >...

  4. Set Up (Document Format) - Setup Custom Field 1 Updated

    Created On: 01/23/2023 in Release Notes Home Release 67 Setup - 67 Release
    A Custom Field 1 Label has been added for several formats in the Document Format setup tool. Pathway:  Set Up > Document Format > Format  ...

  5. Operations (Dispatch) - 'Resource Planning' View Added (14280) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Operations - 67 Release
    A Resource Planning view has been added to the Services List screen. The following logic applies: Select the green '+' icon to display the Add Labor popup editor. Select an employee from the Employee drop down and enter the Scheduled and Booke...

  6. Accounts - Service History Grid Updated to Display Route Name (14574)

    Created On: 01/23/2023 in Release Notes Home Release 67 Accounts - 67 Release
    Previously, Route ID displayed on Service History grid for an account. This has been updated to display the Route Name. Pathway : Accounts > Search > Accounts ...

  7. Accounting (Billing) - Vendor Payments Creating Billing Off Scheduled Batch (14276)

    Created On: 01/23/2023 in Release Notes Home Release 67 Accounting - 67
    Logic has been updated to prevent a 'Billing Off Scheduled' batch from being created after completing a vendor batch. Pathway: Accounting > Billing ...

  8. Set Up (Services) - Enable Labor Tracking Added to Update Line of Business Screen (14237, 14238) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Setup - 67 Release
    Enable Labor Tracking has been added to Line of Business setup screen and controls the display of the Labor tab in the Service Record. When enabled, the Labor tab displays. By default, the Enable Labor Tracking field is off and the Labor tab is hidd...

  9. Billing – Logic Updated for Auto Pay Batch Processing to Prevent Duplicate Batches (13986) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounting - 66 Release
    To prevent duplication of Auto Pay batches, the following enhancements have been made: Process Auto Pay Now: Once started, the 'Process Auto Pay' right click option no longer displays unless there is an interruption that requires finishing aut...

  10. Account - Resolved Issue Only Affecting Tasks Opened from Customer’s Pending Section (14057)

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounts - 66 Release
    Previously, when a task was opened from the Pending section of the customer's account, the 'Created By' field and the task note did not display. This issue was resolved. Pathway: Accounts > Account ...
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