New Articles

  1. GL Transaction Processing - Screen Stuck on 'Loading' When 'Fix Errors' is Selected (16717)

    Created On: 05/09/2024 in Release Notes Home Release 73 Accounting - Release 73
    Previously, when selecting 'Fix Errors' within the GL Transaction Processing screen, the interface would become stuck on 'Loading,' preventing the errors from being fixed. This issue has been resolved. Pathway:  Accounting > GL T...

  2. Accounts - Disposal / Ship 'Quantity' Not Matching Charges 'Gross Quantity' (16716)

    Created On: 05/09/2024 in Release Notes Home Release 73 Accounts - Release 73
    In the Service Record, the discrepancy between the value shown in the 'Gross Quantity' field in the Charges tab and what was input in the 'Quantity' field in the Disposal / Ship tab has been resolved.   Pathway:  Accounts > Serv...

  3. Sales Results Net New (Reports) - Site Counts Added to the Controllable and Non Controllable Columns (16706) [Enhancement]

    Created On: 05/07/2024 in Release Notes Home Release 73 Reports - 73 Release
    An enhancement has been made to add total site counts under the Controllable and Non Controllable column in the Sales Result Net New screen. Pathway:  Reports > Analysis > Sales Results Net New  ...

  4. Orders, Quotes and Contracts (Accounts) - Map Not Loading if Change to Site Selection (16546)

    Created On: 05/07/2024 in Release Notes Home Release 73 Accounts - Release 73
    The issue that prevented the map from loading the location when the site selection was changed on the Add Service screen for quotes and proposals has been resolved. Pathway:  Accounts > Orders, Quotes and Contracts ...

  5. Accounts - Logic Updated to 'Bill To Selection' Field in Add Site's Billing Settings (16704) [Enhancement]

    Created On: 05/07/2024 in Release Notes Home Release 73 Accounts - Release 73
    In the Billings Settings section of Add Site, for accounts with 'Bill By Site' enabled, the 'Bill to Selection' field will automatically default to 'Invoice Mailed to Account Address.' Pathway:  Accounts > Add/Edit Site ...

  6. Add Contact (Accounts) - Birthdate Field Removed From Screen (16627)

    Created On: 05/06/2024 in Release Notes Home Release 73 Accounts - Release 73
    The 'Birthdate' field in the Add Contact screen has been removed. Pathway: Accounts > Search > Accounts ...

  7. Create On Call Order (Accounts) - Update to Route Selection Drop Down (16535) [Enhancement]

    Created On: 05/06/2024 in Release Notes Home Release 73 Accounts - Release 73
    An enhancement has been implemented in the Route selection drop down menu when creating an on-call order or editing a service record. Now, it displays the name of the default driver for the route alongside the route name. Pathway:  ...

  8. Account Class (Setup) - New 'Enable Duplicate Account and Site Check' Field Added (16529) [Enhancement]

    Created On: 05/06/2024 in Release Notes Home Release 73 Setup - 73 Release
    A new setting field 'Enable Duplicate Account and Site Check' has been added to the Details tab in Account Class Setup. The following logic applies to the selection options: Yes: Enables the account/site creation duplication check. This is also th...

  9. AR Aging Management (Accounting) - Multiple Screen Enhancements (16657) [New Feature]

    Created On: 05/06/2024 in Release Notes Home Release 73 Accounting - Release 73
    The following changes have been made the the AR Aging Management screen:  A drop down selection box has been added, offering two screen view options: Account Information or Contact Information. The Account Information view will retain t...

  10. NavuNav (Android) - Logic Update to Driving Directions (16456)

    Created On: 04/22/2024 in Release Notes Home Release 72 NavuNav - 72 Release
    Issues related to the Driving Directions feature available in the NavuNav app have been resolved. ...
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