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Created On: 09/26/2024
in Accounts Home Services
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...
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Created On: 09/25/2024
in Setup Home Accounting
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...
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The Edit Bundle tool has been updated to restrict Service Region options based on the selected Division. Pathway: Setup > Services > Bundle ...
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An issue has been resolved that prevented changes to the Available Charge Code screen from saving. Pathway: Setup > Services > Available Charge Code ...
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Created On: 09/23/2024
in Setup Home Accounting
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...
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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 ...
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A search bar has been added to the EPA Waste Code Setup screen. Pathway: Setup > Operations > EPA Waste Code ...
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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 ...
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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 ...
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Created On: 09/12/2024
in Setup Home Services
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...