New Articles

  1. Unapplied Management (Accounting) - Bill Group Filter Cleared when Multiple Divisions Selected (20898)

    An issue has been resolved where the Bill Group drop down would clear after the screen was loaded and multiple divisions were selected. Pathway: Accounting > Unapplied Management ...
  2. Customer Portal - Submit a Request

    Pathway:  Customer Portal > Submit an Online Request The Submit Request  feature in the Customer Portal allows customers to submit a request. An account request is a specific action or information requested by a customer. To understand...
  3. Customer Portal - Create an Order

    Pathway:  Customer Portal > [Create Order] The Create Order feature in the Customer Portal allows customers to request a service that has not yet been scheduled. Given specific account requirements have been met, users can quickly in...
  4. Site Geocoding & Service Time (Operations) - Geocoding Enhancements (21297)

    The following enhancements have been made to the process of geocoding non-geocoded service sites: The ability to override the Account Class Default Geocoding Type has been added.  If an Account Class is set to Street Side by default, user...
  5. Dispatch (Operations) - Addition of Yard Filter (21139) [New Feature]

    A Yard filter was added to the Dispatch screen allowing users to focus on operations from a single or a limited number of yards, if they choose.  By default, the screen filters on 'No Yard Assigned'. Use the drop-down to select one more yards.  ...
  6. Inbound / Outbound (Operations) - Capturing Tare / Out Was Clearing Manually Entered Charges (21292)

    An issue has been resolved that caused charge code quantities to be set back to '0' after saving the ticket and going back in to record the Tare / Out weight.  Pathway: Operations > Inbound / Outbound ...
  7. GL Transaction Processing (Accounting) - GL Batch Export for SAP Enhancements (20502)

    The SAP Export for a GL Batch has been updated so that the export is in excel format (instead of csv format) and the blank rows between row 3 and the header have been removed. This creates a more efficient path for importing into SAP. Pa...
  8. Billing (Accounting) - Logic Updated to Prevent Duplicate Autopay Processing Attempts From Different Browser Tabs (21314)

    Auto Pay logic has been updated to prevent duplicate processing when multiple browser tabs are open and Auto Pay is initiated from more than one tab. To support this, auto pay validation logic now happens at the start of the process rather than at...
  9. Route Management (Operations) - Add Filter to Display only Delivered Services (21061)

    A Delivered Services Only filter was added to the Pending tab on the  Route Management screen to improve prioritization of scheduled services over services that have not had their service equipment delivered. In addition, a new   Delivery Date ...
  10. Rate Update Batches (Sales) - Resume Posting Feature Added (21335)

    The Rate Update Batch: [Batch#]  screens now include a Resume Posting  button if a batch stops processing.  Selecting the button restarts/resumes the posting process for this batch. Pathway : Sales > Rate Update Batches > [Select a ...