New Articles

  1. Driver Incentive Factor (Operations / Setup) - New Setup Screen (20423) [New Feature]

    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...
  2. Inbound / Outbound (Operations) - NTEP Compliance Controls Added (20219)

    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...
  3. Account Class (Setup) - Screen Enhancements (20543)

    We have redesigned the Add Account Class interface to streamline data entry and improve page navigation. These updates focus on visual clarity and reducing time spent.  The key enhancements are:  Real-Time Validation Indicators: Each of the...
  4. Bank Account (Setup / Accounting) - Screen Updates (20650)

    The Bank Account Setup screen has been updated to include a Division filter as well as Export and Search options.  Pathway: Setup > Accounting > Bank Account ...
  5. Calculate Intercompany Revenue (Accounting) - New Feature (20546) [New Feature]

    A new configuration option is available to support revenue allocation by servicing yard or depot . When caonfigured, revenue generated from services can be tracked based on the yard responsible for performing the work. To support this, a new Cal...
  6. Send Bulk Customer Portal Invites (Database) - Screen and Functionality Improvements (20564)

    To improve the handling and processing of large data volumes, logic has been enhanced and screen improvements have been made to the Bulk Customer Portal Invites screen. Refer to the article linked below for additional information about this screen...
  7. AR Aging Management (Accounting) - New Filter Option Added (20690)

    A  “Max balance over 120”  filter has been added as an option in the  Quick Filter dropdown on the AR Aging Management screen.  Pathway:  A ccounting > AR Aging Management ...
  8. Rate Update Batch (Sales) - Added Filter Options (20422)

    Three changes have been made to the Add Filte r option on the Add Site Service Rate Update Batch screen. Two (2) new date fields have been added to the filtering options.  For all date type fields, 3 additional filtering options have...
  9. Waste Profile Mgmt (Accounts) - Profiles with no material assigned are not displaying (20684)

    When creating waste profiles, material type is not required. However, when attempting to view the Waste Profiles in Accounts > Waste Profile Management , the profiles with no material assigned were being excluded from the listing. This issue has ...
  10. System Options (Setup) - Account and Site Logic Updated if SAP Enabled (20781)

    To prevent accounts and sites to mix divisions, so all sites must match the account's division, if SAP is enabled for the Enable ERP Integration  setting in System Options Setup,  then the Division field in the Edit Account and  Add/Edit S...