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The following updates have been applied to the AR Payment Batch, batch editor: The Batch Number and Division were moved to the title bar. The Entry Order 'Up/Down' icons have been corrected. The Excel Export icon has been moved to the left ...
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An issue has been resolved that triggered a 'Failed to Transfer Payment' error message when attempting to transfer full or partial payments from one account to another. Pathway: Accounts > Account > AR History > Payment Reversal / Trans...
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Functionality has been added to Manual Charges for uploaded Attachments. The option 'Include With Invoice' is now available and will append the attachment to the invoice if selected. In addition, when an attachment has been added, a paperclip icon...
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Tabs in the Edit Service Agreement screen (Orders, Quotes and Contracts section of an account) have been updated to display a total count for each. Counts display on the following tabs: Services Attachments History Pa...
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The following functionality updates have been added to the Worker Calendar: New right click functionality has been added to the Worker Calendar with a single 'Add Availability Exception' option. When the exception includes a note, the note will d...
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A minor grammatical correction was made to 'Invoice List Past Due Dunning Letter 3' in AR/AP Aging Management. A corrected sample letter is displayed below. Pathway: Accounting > AR/AP Aging Management ...
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Logic has been updated to the default dates that populate the 'Bill To Date' and 'Bill From Date' fields in the Create Billing Batch tool. Bill From Date - defaults to the date that is one day after the date in the 'Bill To Date' field of the las...
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A new Worker Availability and Capability tool is available in the Operations module. The Worker Availability and Capability tool is used to establish daily time frames a worker is available to be assigned to a route and identify what a workers cap...
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The Services List screen has been updated to include a Distance column to track the distance between the service location's address and the location the driver marked the service complete. The value in the Distance column displays as a link and wi...
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A new Re-Number tab has been added to the Route Management tool in Operations. This tool is used for the purpose of re-numbering a route's sequence and can be used for multiple routes at a time. To use the tool: Select each route sequence re...