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An issue has been resolved where the Rate Update Batch did not load when multiple comma-separated Account IDs or Site IDs were entered. The batch now loads correctly when using multiple IDs. Pathway: Sales > Rate Update Batch ...
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An issue has been resolved in Unapplied Management where the values in the 91–120 aging buckets did not match the corresponding values in AR History . The values now align correctly between both areas. Pathway: Accounting > Unappli...
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An issue has been resolved where selecting the Invoices link from an emailed receipt opened a blank page instead of displaying the corresponding invoice details. The link now correctly opens the intended invoice information. Pathway: ...
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In the Pending screen of Route Management, users can review pending stops and assign them the Suggested route the system has determined. For lines of business with Automatic Routing & Sequencing enabled, route assignment can be streamlined, ...
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A new Automatic Routing & Sequencing field has been added to Line of Business Setup to support automatic routing in Route Management and includes the following setting options: Disabled: Select this option to disable automatic routing. W...
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The Credit Card / ACH Reconciliation screen has been updated to include settlement details and chargeback data for Cardpointe. Additionally, some field names have been updated, though the underlying logic remains the same. Please review the docume...
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Previously, in some cases, adding a new charge code to an active service could cause the code to apply to all work orders, ignoring the intended work type setup. This has been corrected so charge codes now apply only to their designated work types. ...
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Previously, even when “Enable Negative Amount” was set to No for a charge code (Setup > Services > Charge Code), users were still able to enter negative Per Unit rates when editing a service record. This has been resolved, and a popup message wi...
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In the Work Order Label Query , the Equipment Type Name and Material Type Name columns have been updated to display their corresponding values. Pathway: Database > Database Query ...
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In Account Class Setup, the Default Bill By Site column in the summary grid has been corrected to display the default setting for each account class. Pathway: Setup > Account > Account Class ...