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The NSF fee field has been removed from the Account Class Set Up screen. Pathway: Set Up > Accounts > Account Class
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Previously, an issue prevented options from displaying in the Adjustment Reason Code drop down when viewing the Edit Vendor Invoice screen (from the Pending tab, double click within the row of an account to open). This has been resolved. ...
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Additional fields have been added to the export of the Declined and Expired payment links for batches in Billing. Added fields include: Billing Contact Email -email for the account's Billing Contact Billing Phone Number - phone number for ...
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An enhancement has been made in the Services tab of the Edit Proposal tool to display "Services listed will be ended on the effective date of this agreement" in red text and the affected services highlighted with a red background. Pathw...
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A new 'division.paymentportalurl' keypath was added to the Account Portal Notification template. Pathway: Setup > System > Notification Template ...
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Previously, the 'Login Logo' field displayed twice in the Account Portal system setup screen. This has been updated to only display the field once. Pathway: Setup > System > System Options ...
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An issue was preventing users from being able to scroll down in the Unread Email Management screen. This has been fixed. Pathway: Accounts > Unread Email Management ...
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Logic has been updated to Task 'count' to only include the logged in user's assigned tasks in the red bubble displayed above the Task icon. Pathway: Tool Bar > Tasks Icon ...
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Account Request Management The Account Request Management screen has been modified with the following changes: Filter Changes Options in the Status filter have been renamed from Resolved to Completed. New Columns Added Completed B...
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Previously, the Photos tab in the Edit Service Record the timestamp was displaying server time. A fix has been installed to display the logged in user's local time for the Created On Timestamp. Pathway: Accounts > Search > Accounts > ...