New Articles

  1. Orders, Quotes and Contracts (Accounts) - Logic Updated to Multi-Site Proposals (17581)

    The logic for proposals with multiple sites has been updated. Proposals and contracts that include more than one site will now be visible on all associated sites, not just the primary site. Pathway : Accounts > Orders, Quotes, and Contra...
  2. Dispatch (Operations) - Edit Route Updates for Disposal Records (15174)

    The disposal record has been enhanced with the following features: Edit Completed Disposal Tickets: The ability to edit a disposal ticket for a route with a completed status. Reassign Disposal Tickets: The ability to reassign a disposal tick...
  3. Photos (Accounts) - Updates to Photos in Accounts (17580)

    The following updates and fixes have been applied to the Photos tab in Photos, Attachments, Purchase Orders and Waste Profiles: The Work Order # column has been renamed to Source and now displays the ID of the source associated with the phot...
  4. Account Request Management (Accounts) - 'Division' and 'Assigned To' Logic Updated (17606)

    The logic for the "All" selection in the Division and Assigned To filters on the Account Request Management screen have been updated to display only results for the divisions the user has access to. Pathway: Accounts > Account R...
  5. Active Services (Accounts) - Logic Updates to Site Service Charge Rates with Future Rate Increase (17585)

    Previously, in the Active Services section of the Customer Service screen, the current pricing displayed in purple if a future site service charge existed, and the future change not shown. With this update, service charge rates with a future increas...
  6. Service Record (Accounts) - Display of Site ID (17623)

    The Service Record screen now displays the Site ID above the site name. When the service record is accessed from the Inbound/Outbound screen, the Site ID appears as a hyperlink to the Customer Service screen, with a Return option to navigate back ...
  7. AR Payment Batch (Accounting) - Logic Updated to Division Filter and Import Button (17626, 17634)

    Division Filter Previously in AR Payment Batch, selecting "All" in the Division filter loaded payment batches for all divisions, including those outside the user's access permissions. This has been updated to display payme...
  8. Tax Setup (Accounting Setup) - Tax Rate to Allow 4 Decimals (17627)

    The Rate field in the Tax Rate tab of the Tax Region Setup screen has been updated to support up to four decimal places. ...
  9. Add Account (Accounts) - Update to Surcharge Group for Prospect Accounts (17586)

    On the 'Create Account' screen, the Surcharge Group is now visible for the Prospect status and automatically defaults based on the selected Service Region. Pathway:  Accounts > Add Account  ...
  10. Database Query (Database) - New Cancellation Entity Added (17603) {New Feature}

    In Database Query, a new Cancellation Requests entity has been introduced, enabling it as a basis for creating queries to pull historical cancellation data. Pathway: Database > Database Query ...