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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...
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Created On: 11/08/2024
in Accounting Home Billing
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...
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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 ...
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Created On: 11/07/2024
in Accounts Home Account Menu
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...
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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 ...
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The following Display Fields have been added to the Disposal Record entity: Weight In Weight Out Pathway: Database > Database Query > Disposal Records (Entity) ...
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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 ...
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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 ...
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The logic has been updated to exclude reversed invoices from invoice reminder notifications. Pathway: Accounts > AR History ...
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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 ...