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An enhancement has been made for accounts set to 'Email With Link' or 'Email with Attachment.' If a billing contact's email is on the email blocklist, a red exclamation point icon will appear on both the account screen and the contacts screen. Whe...
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An enhancement has been made to include an 'All' filter option to the Division filter on the AR Aging Management screen. Pathway: Accounting > Aging AR Management ...
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The 'Bad Debt' filter option to search for sites has been removed because it is not a 'Site status' and therefore can't be filtered on. Pathway: Accounts > Search ...
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An issue in AR Payment Batch that caused the timestamp for batch creation to display the incorrect time has been resolved. The timestamp uses the time zone assigned to the division to reflect when the payment batch was created. Pathway...
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The issue that prevented trucks from displaying on the Site Inventory screen for the site they were assigned has been resolved. Pathway: Customer Service Screen > Display Inventory (Icon, Site Details) ...
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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 ...