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The Notification History screen has been updated with the following column modifications: From (column): Added 'Sent By' to display the name of the user who sent the message Logic updated to display SMS for text mes...
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Add All / Remove All functionality has been added to the Service Code and Charge Code setup screens. Red and Green Icons If Add All is selected, all items will display the red '-' icon. Select to individually remove ...
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Created On: 01/23/2023
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Created On: 01/23/2023
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When accessing a Task from the Task Column in the Home screen, the task contact was displaying the wrong contacts for the account. This has been fixed. Pathway: Home > Task (column) Articles: N/A
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GL Account functionality has been added to Reason Code Set Up for new and existing Reason Codes. After a GL Account has been identified for a Reason Code, it will display in the GL Account column of the Reason Code Set Up...
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The AR Period drop down field in the Pending and Posted tabs of the GL Batch Processing tool have been updated to list all AR periods that have an AR record. Pathway: Accounting > GL Batch Processing Articles: N/A
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Created On: 01/23/2023
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Logic has been updated to Customer AR History to prevent the reversal of invoices if the invoice is referenced in a more recent invoice. Only the latest invoice for an account/site can be reversed IF the posting period is still ...
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A new notification template has been created to notify an account's billing contacts that the credit card on file will soon expire. Notifications are triggered 30 days from, 7 days from and the day of expiration. Billing contact...