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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...
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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 ...
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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...
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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. ...
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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
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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...
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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
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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...
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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...
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Created On: 01/23/2023