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In the GL Setup Errors screen (within GL Transaction Processing), the Record ID field has been enhanced to display as a clickable link. Clicking on this link will take the user to the screen where the error was found and can be fixed. ...
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Logic has been updated to the creation of on call work orders to auto-populate the Service Code field if the site has only one active service. Otherwise, if there is more than one active service, the Service Code field remains null requiring the...
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The Division filter in the Tax Summary report has been enhanced to support multiple selections. Pathway: Reports > Standard Reports > AR > Tax Summary ...
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An issue has been resolved that was causing Work Order Format 3 to display an incorrect timestamp than the Service Record. Pathway: Accounts > Customer Service ...
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The logic for the "Payment Required" calculation in the Electronic Signature screen has been updated for both scenarios: calculating recurring services without taxes and surcharges, and calculating recurring services with taxes and surcharges. ...
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The following enhancements have been made to the AR Payment Batch screen: Search and Add Accounts/Sites To search and add accounts and sites to the batch, an 'Add' icon has been introduced. Additionally, the search can also be initiated by selec...
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The following keyboard shortcuts that previously used the Command (Cmd) key in Mac have been updated to use the Option (Opt) key: Mac Opt + Shift + S = Search Opt + Shift + C = Create Account Opt + Shift + O = Order Processing Opt + Shi...
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An issue has been resolved where default rates were not considering the effective date. Pathway: Setup > Services > Default Pricing > Service Code ...
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An issue has been resolved that prevented proposals and contracts from automatic approval, even when the "Automatic" option was selected in the Document Type Setup. Additionally, in "Update Document Type," the "Automatic" approval selection option h...
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The following enhancements have been applied to the Search screen: 1. Keyboard-friendly: Each search field on the Search screen supports keyboard entry and responds to the tab key. Upon typing in a search field, the system will generate a lis...