New Articles

  1. Route Management (Operations) - Map Marker Colors Enhanced (16790)

    Created On: 05/22/2024 in Release Notes Home Release 73 Operations - 73 Release
    An enhancement has been made the Route Management Map to change the colors of the map markers to better stand out against the map background. Pathway:  Operations > Route Management  ...

  2. Account Class (Setup) - Updates to Finance Charges / Late Fees (16821, 16831, 16823) [New Feature]

    Created On: 05/22/2024 in Release Notes Home Release 73 Setup - 73 Release
    Setup of Insufficient Fund Fee and Credit Hold Placement Fee Pathway:  Setup > Account > Account Class The following changes have been applied to the Finance Charges and Other Fees tab in Add/Edit Account Class: Previously, this tab...

  3. Available Charge Code (Setup) - Screen Enhancements (16282) [New Feature]

    Created On: 05/21/2024 in Release Notes Home Release 73 Setup - 73 Release
    The following enhancements have been applied to the Available Charge Code Setup screen: 'Equipment Type' and 'Material Type' selection filters have been added. A refresh option has been added.  The 'Add' and 'Remove' action buttons were replace...

  4. Available Service Code (Setup) - Enhancements Made to Screen (16281) [New Feature]

    Created On: 05/21/2024 in Release Notes Home Release 73 Setup - 73 Release
    The following enhancements have been applied to the Available Service Code Setup screen: A Material Type selection filter has been added. A refresh icon was added. The Add and remove action buttons were replaced with an Availability drop down ...

  5. AR Payment Batch (Accounting) - Import Logic Updated to Use Default Payment Type (16809) [New Feature]

    Created On: 05/20/2024 in Release Notes Home Release 73 Operations - 73 Release
    When importing payment batches, import logic has been updated to use the 'Default Payment Type' selection to populate the 'Type' field for each payment line. Pathway:  Accounting > AR Payment Batch ...

  6. AR History (Accounts) - Payment Methods Renamed To 'Wallet' (16837) [New Feature]

    Created On: 05/20/2024 in Release Notes Home Release 73 Accounts - Release 73
    The "Payment Methods" section within an account's AR History screen has been renamed to "Wallet." This change has been reflected across all subsequent screens, including the Customer Portal. Pathway:  Customer Service Screen > AR...

  7. Material Type Setup (Setup) - Multiple Screen Updates (16799) [New Feature]

    Created On: 05/20/2024 in Release Notes Home Release 73 Setup - 73 Release
    The following enhancements have been applied to the Material Type Setup screen: A Excel Export option was added. A Search bar was added. 'Division' and 'Disposal Location' filters were added to the Material Type Value tab. P...

  8. AR History (Accounts) - Authorization Logic Updated to Generate Single Invoices (16829) [New Feature]

    Created On: 05/20/2024 in Release Notes Home Release 73 Accounts - Release 73
    The following changes have been applied to the Create Invoice screen and the permission it includes: The 'Create Invoice' screen has been renamed to 'Preview Invoice.' The permission logic for the 'Generate Invoice' button has been updated. If ...

  9. Reason Code - 'Service' Label Added to Service Reason Code Types (16832)

    Created On: 05/20/2024 in Release Notes Home Release 73 Setup - 73 Release
    Reason codes categorized as "service" now include a "Service" label following the reason code. Pathway: Setup > System > Reason Code ...

  10. Customer Portal - Allow Customers To Re-Print Scale Tickets From Portal (16701)

    Created On: 05/17/2024 in Release Notes Home Release 73 Customer Portal - 73 Release
    An enhancement has been made to enable the ability for customers to re-print scale tickets within the Customer Portal. Pathway: Customer Portal ...
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