New Articles

  1. Edit Service Record (Accounts) - Switch Work Type on Service Records Option Available (16833) [New Feature]

    Switch Work Type on Service Record A green 'switch' button has been added to the Service Record screen, allowing users to switch work types for 'Scheduled' and 'On Call' services. This option is only available to work types that have 'Allow Swi...
  2. Import Manual Charges (Database) - New Menu Option Added to Import (16825) [New Feature]

    A new import feature 'Import Manual Charges' has been added to the Import menu in the Database module. The Import Manual Charges feature provides users a method of importing a large amount of manual charges across multiple sites. Once imported, char...
  3. Import Manual Charges

    Pathway:  Database > Import > Import Manual Charges The Import Manual Charges feature provides users a method of importing a large amount of manual charges across multiple sites. Once imported, charges are included on the next invoice. ...
  4. Notification History and Block List (Database) - Label Renamed (16867) [New Feature]

    The Notification History screen has been renamed to 'Notification History and Block List.' Pathway:  Database > Notification History And Block List ...
  5. Billing Statements (Accounts) - Longer Email And Division Names Cut Off On Statements (16863)

    An issue has been resolved that caused longer division names and email addresses to get cut off on printed statements.  Pathway:  Accounts > Search > Accounts ...
  6. Dispatch (Operations) - Edit Route Record Title Bar Updated (16851) [New Feature]

    The title bar in the Edit Route Record popup editor has been updated to include the route name and date. Pathway: Operations > Dispatch ...
  7. Billing (Accounting) - Create Billing Batch, Billing 'Types' Renamed (16866)

    The billing types in Create Billing Batch have been renamed from "Scheduled" and "Off Scheduled" to "All Charges" and "Work Order and Manual Charges Only." Pathway: Accounting > Billing ...
  8. Route Management (Operations) - Map Not Opening in Current Tab (16850)

    An issue has been resolved that prevented the map from opening when double-clicking on a single service in the Current tab of Route Management.  Pathway: Operations > Route Management  ...
  9. Rate Update Batch (Sales) - Service Frequency Displayed 'On Call' For Every Record (16794)

    An issue has been resolved in the Extended view of the Rate Update Batch screen that caused the Service Frequency to display 'On Call' for each record. Pathway: Sales > Rate Update Batch ...
  10. Rate Update Batch (Sales) - 'Next Invoice Date' Column Added To Rate Update Batch (16835) [New Feature]

    An enhancement has been made to the Site Service Charge Rate Update Batch and Site Service Rate Update Batch to add a 'Next Invoice Date' column, displaying the date, batch number, and status. Pathway:  Sales > Rate Update Batch  ...