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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...
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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...
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Created On: 05/24/2024
in Database Home
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. ...
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The Notification History screen has been renamed to 'Notification History and Block List.' Pathway: Database > Notification History And Block List ...
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An issue has been resolved that caused longer division names and email addresses to get cut off on printed statements. Pathway: Accounts > Search > Accounts ...
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The title bar in the Edit Route Record popup editor has been updated to include the route name and date. Pathway: Operations > Dispatch ...
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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 ...
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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 ...
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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 ...
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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 ...