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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 Attach...
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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...
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Pathway: Operations > Site Geocoding & Service Time Site Geocoding is the process of assigning precise geographical coordinates (latitude and longitude) to a service location ( Site ). This creates a digital "pin" on the map, whic...
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The ability to capture a signature for all scale transactions when a payment does not exist has been added to Edit Work Order . For this, the following logic is used: The work order must have an Inbound or Outbound event type and marked as Comp...
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A new Driver Incentive Factor Setup screen has been added to Setup > Operations . This screen will allow companies to define and manage bonus structures that reward drivers for accuracy when completing work orders and routes. This feature cur...
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For scale operations that must follow NTEP requirements , a database-level setting will be enabled to restrict manual weight entry to three scenarios: The scale read was attempted and failed. When reading from a scale and an...