New Articles

  1. Fuel Record – Fields Added to Fuel Record (13929 & 13968) [Enhancement]

    The Fuel Records screen has been updated to include the following additional fields: Fuel Source - Click within the column and select the fuel source from the drop down options. Fuel sources are added in Setup > Operations...
  2. Credit Card Expiration- Multiple Screen Enhancements (13856) [Enhancement]

    The following enhancements have been made to the Credit Card Expiration tool: Added a new Active Services filter with options: All (default), Yes and No. Added a new 'Active Services' column to indicate if the credit card ...
  3. Calendar - Communication Filtering Option Added (13893)[Enhancement]

    Previously, users could apply a communication filter to the Calendar in the Customer Details screen by selecting the Communication check box. This has been updated to a drop down selection with specific types of communication to...
  4. Manifest Consolidation -Screen Updates(13965)[Enhancement]

    We have now added a drop down check box selection of options and 2 columns to display the Status and Source. Once the status has been changed it will be reflected in the column as well as the source in the column next to it. ...
  5. Service Code page taking longer to load (13842)

    A performance issue was causing the Service Code screen to take longer to load. This has been fixed. Pathway: Set Up > Services > Service Code Articles: N/A ...
  6. Setup (Account) - Additional Option Added to Finance Charge Type (14155) [Enhancement]

    A new option, 'One Time Fee Per Invoice' has been added to the Finance Charge Type selection field in the Add Account Class screen. When 'One Time Fee Per Invoice' is selected, the Annual Rate field below it will display as 'Rat...
  7. AR Payment Batch- Error Message Displays When Attempting to Upload a File (13922)

    Previously, an issue was causing an error message to display when a user attempted import a file into AR Payment Batch. This has been fixed. Pathway: Accounting > AR payment Batch Articles: N/A ...
  8. On Call Orders - Unable to Send Text Message Prepayment Requests to Contacts For On Call Orders (13911)

    Previously, an issue was reported that the option to send an account contact a prepayment request via text message was not available. This has been fixed. Contacts are eligible to receive a texted prepayment request if: Email...
  9. AR History – Option to Add/Remove Service Record Line Items for Single Invoices (13941) [Enhancement]

    Single invoices generated from a customer's account have been updated to allow users to add or remove service record line items before generating the invoice. With this change, recurring services will display grouped together a...
  10. Customer