New Articles

  1. Add Active Service (Accounts) - Default Service Days Based on Nearby Sites (17449) [New Feature]

    In Add Active Service, the Service Days selection boxes will default to days based on nearby sites within a 5-mile radius. This logic considers service frequency and line of business, with default selections applied for frequencies of 1x and 2x on...
  2. Anniversary 4 Week Billing (28 Day)

    The 28-day anniversary billing system operates on a cycle that initiates billing every 28 days from the first billing date after the start of service. This document outlines the essential components of the 28-day billing setup, including the logic...
  3. GL Segmentation (Setup/Accounting) - Franchise Fees Segmentation Added (17448)

    The GL Segmentation Setup screen now includes a Franchise Fee segmentation option. Further information on GL Segmentation Setup can be reviewed here: GL Segmentation Setup . Pathway: Setup > Accounting > GL Segmentation ...
  4. Refund Request

    Pathway:  Accounts >  Menu  >  Refund Request Initiate refund requests seamlessly for a customer using the Refund Request feature, located in the account menu. This tool streamlines the refund process, ensuring all necessary details...
  5. Service Region (Setup) - Setup for Default Service Region and Tax Region (17446) [New Feature]

    Service Region and Tax Region setup screens now include a mapping feature for purposes of creating default settings for new accounts and sites.  The following logic applies to support this change: When creating a new account or site without using ...
  6. Database Query (Database) - New Query Fields Added to Disposal Record Query (17454)

    The following Display Fields have been added to the Disposal Record entity: Weight In Weight Out Pathway: Database > Database Query > Disposal Records (Entity) ...
  7. Anniversary Billing (Accounts) - Logic Updated to 'Anniversary Next Bill Date' Field (17435)

    The Anniversary Next Bill Date field now supports date editing. This field will only appear if the account is set to "Anniversary Billing" and cannot be cleared once set. Pathway:  Accounts > Edit Site > Billing Settings ...
  8. Search (Accounts) - Logic Updated to 'Account ID' Search Type (17391)

    The 'Account ID' search type has been enhanced to support 'contains' searches by allowing the use of a percentage character (%) before the value. Pathway: Accounts > Search ...
  9. Reversed Invoices (Accounts) Logic Updated to Reminder Emails (17387)

    The logic has been updated to exclude reversed invoices from invoice reminder notifications. Pathway: Accounts > AR History  ...
  10. Waste Profile (Accounts) - Update to Add Attachment Option (17357)

    In an account's Waste Profile, the 'Add Attachment' popup has been updated to remove the 'Type' selection box. Pathway: Accounts > Photos, Attachments, Purchase Orders and Waste Profiles ...