New Articles

  1. Billing (Accounting) - Email and Print Disabled for Invoices Below Minimum Balance After Payment (20280)

    Automatic payment processing has been updated so that when a payment succeeds and the remaining balance is below the configured minimum amounts for notifications to be sent, invoice emails and printing are disabled. Pathway: Setup > A...
  2. Site Services (Customer Portal) - Active Site Services Not Displaying When First Site Did Not Have Active Services (20106)

    An issue has been resolved where site services were not loading when the first site viewed did not have any active services.  ...
  3. Work Order Info (Customer Portal) - PDF Links Load Correctly (20107)

    Previously, clicking a PDF attachment name in the Work Order details would generate a browser error. This has been resolved, and PDF attachments now load correctly when accessed via the link. Attachments accessed through the paper clip icon were alr...
  4. Inbound / Outbound (Operations) - Material Edit Retains Quantity for Non-Matching Disposal Codes (20010)

    Editing the material on a scale ticket now clears disposal values from any disposal charge code that does not match the selected material and sets the quantity on the matching disposal code. Pathway: Operations > Inbound / Outbound - Ad...
  5. Inbound/Outbound (Operations) - Addition of Volume Tracking (19965)

    Inbound receiving now supports tracking and billing by volume in addition to weight. A new Volume field has been added to disposal records for Inbound / Receiving orders. To support this, the following logic is applied: The Volume field is only di...
  6. Disposal Activity (Operations) - Disposal Records Not Limited When Single Division Selected (19855)

    The Division filter has been updated to ensure disposal records are filtered based on the appropriate division. When a disposal ticket is associated to a work order, the filter is applied using the division associated to the site. When a disposal ...
  7. Bill Group (Setup / Accounting) - New Catchup Billing Feature (20140, 20031) [New Feature]

    Billing has been enhanced to support a new Catch Up billing batch type that includes previously unbilled services and charges, including recurring services and any catch up billing charges enabled at the bill group level. Catch Up billing may be...
  8. Account Class (Setup / Account) - New Convenience Fee Feature (20116)

    A new optional Convenience Fee feature has been added for Manual Payments, with setup established on the Account Class. To support this, the following changes were made: Account Class Setup Three new settings associated to Convenience F...
  9. Active Services (Accounts) - Vendor Site and Vendor Rate Missing After Rate Update Batch (20313)

    An update has been applied to ensure that Vendor Site ID and Vendor Rates are correctly carried forward when a rate update batch is released. Previously, after releasing a rate batch update, new site service records were created without the asso...
  10. Contacts (Accounts) - Portal Access Logic Correction (20173)

    Previously, when a new contact was added and the account class has  Auto Send Portal Invitation on Contact Creation was set to Yes, the portal invitation link was sent, but the Enable Portal Access checkbox remained unchecked in Add Contact, prev...