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The following fields have been added to the Active Services entity in the Database Query tool: External Reservation Number External Contract Number Pathway: Database > Database Query ...
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An Intercompany section has been added to the GL Segmentaiton Setup screen and includes 2 segments. One of these segments must be Division. Pathway: Setup > Accounting > GL Segmentation Setup ...
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A new Contact Role Setup screen has been added to Setup > Account . This screen will allow companies to define contact roles and manage contacts using the Contact Role. As part of this new functionality, the Add/Edit Contact screen has been...
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We've resolved an issue with the Route Optimization Results Map in Route Management where site pins were not displaying. This issue was isolated to route optimization within Route Management and did not affect optimization results run from the Dis...
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Created On: 05/20/2026
in Setup Home Account
Pathway: Setup > Account > Contact Role
Contact Role Setup allows users to create different contact roles providing the ability to filter contacts by certain role types.
Field Descriptions Fields
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Logic has been updated for scale tickets so cash payments and terminal credit card payments are posted to separate AR Payment Batches. Previously, both payment types were posted to the same batch. Pathway: Accounting > AR Payment Bat...
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Created On: 05/18/2026
in Accounting Home Billing
The billing process is designed to help you efficiently manage, review, and finalize your financial transactions in structured groups called batches . To learn about the Billing screen, check out the Billing Screen Overview article. This ar...
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Permission 486 (Void Rebate / Refund Check) has been added to limit users from being able to void a rebate or refund a check at the transaction level. If the user does not have permission 486 in addition to not having its parent permision,...
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Previously, Account Requests were labeled as 'Complaints' in several areas. Considering that most requests submitted are not complaints, the labeling has been updated from "Complaints" to "Account Requests." The three areas affected were on the...
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The issue with all payments not being included in the Credit Card / ACH Reconciliation has been resolved. It was identified that payments made on a scale ticket were being omitted because “Scale” was not included as a Source option. The issue was...