New Articles

  1. Accounts - WO Minimum Field Not Reverting Back to '0' With Change to Posting Status (16294)

    Created On: 02/05/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Previously, the WO Minimum field did not revert back to '0' when a user changed the Posting Status from 'Posted' to either the 'Pending' or 'Ready To Post' options. This has been resolved. Pathway:  Accounts > Search > Accounts ...

  2. Account Class Setup - Default Work Order Attachment Display in Customer Portal (16260) [Enhancement]

    Created On: 02/05/2024 in Release Notes Home Release 72 Setup - Release 72
    The Account Class Setup's Account Portal tab has been enhanced with a new checkbox option: 'Default Work Order Attachment - Display in Customer Portal.' Enabling this option will automatically check the 'Display In Customer Portal' checkbox when add...

  3. Database Query - Tax Details 3 New Fields Added (16321)

    Created On: 02/02/2024 in Release Notes Home Release 72 Database - 72 Release
    The following new fields have been added to the 'Tax Details' entity: Tax Name, Tax Authority Code, and Tax Authority Type Name. Pathway:  Database > Database Query  ...

  4. Accounts (Contracts) - Logic Updated to 'Sold By' Field (16317)

    Created On: 02/02/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Logic has been updated to the 'Sold By' field in service contracts to display a list of all active users who do not have permission 305 (Assignable as Driver) and permission 328 (Assignable as Helper) associated to their user account. ...

  5. Inbound/Outbound - Not All Trucks Returned in Search Results (16125)

    Created On: 02/01/2024 in Release Notes Home Release 72 Operations - Release 72
    An issue has been resolved that prevented trucks added to a site's truck inventory from populating in the Inbound/Outbound search results.  Pathway:  Operations > Inbound/Outbound ...

  6. Clone Site and Services

    Created On: 02/01/2024 in Accounts Home Account Menu
    Pathway:   Accounts > Customer Service Screen > + Menu > Clone Site and Services The Clone Sites and Services tool simplifies the process of adding new sites by cloning the configurations of an existing site, including its associated ser...

  7. Accounts - Clone Site Functionality Available (16270) [Enhancement]

    Created On: 02/01/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The option 'Clone Site and Services' has been added to the account menu drop down. To use this feature, users must have permission 453 (Clone Site and Services).  Review the Clone Site and Services article to learn more about how to use this feature...

  8. Accounts - Calendar and Rate History Updates in Relation to Rate Update Batch (14835) [Enhancement]

    Created On: 02/01/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Calendar and Rate History in the Customer Service screen have been updated to display the Rate Update Batch and the Rate Update Batch Note upon hover. ...

  9. Billing - Process and Post a Billing Batch

    Created On: 02/01/2024 in Accounting Home Billing
    Pathway:  Accounting > Billing This article outlines the process of processing and posting a billing batch. Before proceeding with billing, it is recommended to review the Pre-Billing workflow article to avoid any billing errors. The P...

  10. Line of Business (Setup/Services) - Field Added to Mobile Tab (16302) [Enhancement]

    Created On: 02/01/2024 in Release Notes Home Release 72 Setup - Release 72
    An 'Enable Completion Note Entry' check box has been added to the Mobile tab of the Add/Update Line of Business screen. By selecting this option, drivers will be able to include a completion note along with the service record. Pathway:  ...
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