New Articles

  1. Add a Service with a Daily Rental Fee

    Pathway:  Accounts > Add Active Service For site services with an on-call frequency, the option to apply a daily rental fee when the service is created is available. Daily inactivity rental is only charged during scheduled billing batches...
  2. GL Account Setup

    Pathway:  Setup > Accounting > GL Account A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific accounts, gi...
  3. Bundle Setup - Service Region Logic Updated (17253)

    The Edit Bundle tool has been updated to restrict Service Region options based on the selected Division. Pathway: Setup > Services > Bundle ...
  4. Available Charge Code (Setup) - Changes Not Saving (17257)

    An issue has been resolved that prevented changes to the Available Charge Code screen from saving. Pathway:  Setup > Services > Available Charge Code ...
  5. GL Segmentation Setup

    Pathway:  Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, S...
  6. Document Format (Setup) - Update to Prefix Column for Surcharge Rates and Addendums (17233)

    In the setup for contracts and proposals, if the 'Prefix' column for proposal_addendums is populated, the prefix will now appear as a bold header above the addendums. Additionally, each addendum will now be listed as a separate line item, instead ...
  7. EPA Waste Code (Setup) - Search Bar Added To Sceen (17229) [New Feature]

    A search bar has been added to the EPA Waste Code Setup screen. Pathway:  Setup > Operations > EPA Waste Code ...
  8. Service Region (Setup) - Logic Updated to 'Default Online Order Sales Rep' Field (17222)

    Enhancements to the Service Region Setup screen to restrict the 'Default Online Sales Rep' selection to users with permission 260, 'Assignable as Sales Rep.' Pathway:  Setup > Services > Service Region ...
  9. AR Payment Batch (Accounting) - Total Counts Updated (17198)

    A change has been made to the AR Payment Batch Screen to change the Open, Posted, and Voided count from a batch count to a count of payments. Pathway: Accounting > AR Payment Batch ...
  10. Temporary Services - Setup and Application

    The primary reason to enable temporary services is to track temporary service revenue. This article explains how to set up and apply temporary services to a site. When adding a service, if the reason code permits temporary services, the Add Activ...