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To support unattended scale requirements that require geolocation for more precise accuracy than a physical address, a Map Location feature was added to the Update Facility screen. If selected, it has the same functions as the map accessed from t...
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Permission (485) has been added to limit users from being able to delete an account request. If the user does not have permission 485, the "Delete" button will be disabled on the Account Request screen and the delete action button on the Account ...
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The issue with the Tare Weight and UOM fields not displaying when adding to a Site Inventory for Serialized Equipment has been fixed. Both fields are correctly being displayed on the Add Site Inventory (serialized only) screen. Pat...
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When working with account requests, the user often enters a completion note and clicks Save but forgets to manually mark the request 'Closed'. The system has been updated so that a prompt is displayed if a Completion Note was entered but ...
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Previously, users without permission 399 (Write Off Balance) were still able to perform balance write-offs. This has been corrected and Balance Write Off is now disabled on the AR History screen for any user who is not assigned permission 399....
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Created On: 04/09/2026
in Setup Home Account Pathway: Setup > Account > Default Bill Group Default Bill Group Setup provides a way to assign an existing Bill Group as the default bill group for a given Division and Account Class . Field Descriptions Field ...
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Created On: 04/08/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Type
The Collections Type Setup screen is used to set up and manage the collection types that can be assigned to accounts. A Collection Type is a classification code used to categorize account...
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Created On: 04/01/2026
in Setup Home Account
Pathway: Setup > Account >Attachment Type Attachment Type Setup provides a way to categorize and organize different types of files uploaded to an account or site. Field Descriptions Field Description Att...
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Created On: 03/31/2026
in Accounts Home Add Accounts
Pathway : Customer Service Screen (Accounts)
To accommodate accounts with multiple sites where each require a separate AR History, an account can be established as a “Parent” account with child accounts linked to it. This allows ea...
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Geocoding typically happens automatically when an address is selected from the system’s validated list of addresses during account creation. However, if this doesn't happen or f or new construction, cross-streets, human error, or locations Goog...