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Previously, invoice numbers in SMS notifications were sent with HTML markups in the link. This has been resolved to display the invoice number in plain text. Pathway: Setup > System > Notification Template ...
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To improve keyboard compatibility, minor changes are being made to various screens. These changes include adjustments to fields with drop-down time entry selections and numeric fields that previously used +/- arrows. In the image example a...
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When creating a billing batch, users will notice that the Type field has been updated to display the following selection options: 'All Charges' and 'Work Order and Manual Charges Only.' Additionally, the 'Bill From Date' field has been removed, ...
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Created On: 07/08/2024
in Accounting Home
Pathway: Accounting > Invoice Message Management The Invoice Message Management screen is used to create messages that will display on invoices. This screen allows users to create and edit messages specific to a Division, Bill Group, Ac...
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A new "Invoice Message Management" screen has been added to the Accounting module. This screen allows users to create and edit messages specific to a Division, Bill Group, Account Class, and Service Region, which will be displayed on customer invo...
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In the Recent Activity and Sales Rep Homepages, the Account Requests column has been renamed to "Requests" and will display both account requests and cancellation requests. Pathway: Recent Activity and Sales Rep Homepages ...
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An 'Enable Temporary Service' field has been added to the Reason Code Setup screen. When enabled and the reason code is selected for an active service, the 'Duration' field will display with the options 'Permanent' or 'Temporary'. Additionally, to ...
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Previously, within the Highlights section on the Customer Service screen, images did not display as expected when the user hovered their mouse over the image icon. This has been resolved. Pathway: Customer Service Screen > Highlights ...
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With in the Service Region setup screen, a new field 'Require Surcharge Group' has been added. If enabled, the surcharge field will become a required field when adding an account or site, or editing a site. Pathway: Setup > ...
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The following changes have have been applied to the Task Management screen that was previously called "Assigned Tasks:" Division and Priority filters have been added as available filtering options. Columns 'Division' and 'Type' were added. Di...