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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...
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An issue has been resolved where site services were not loading when the first site viewed did not have any active services. ...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...