New Articles

  1. Operations (Setup) - Disposal / Ship Location Automatic Transfer Work Order Issue Resolved (16171)

    The issue preventing the selected transfer site from loading in the Automatic Transfer Work Order section of the Disposal / Ship Location screen has been resolved. Pathway:  Setup > Operations > Disposal / Ship Location ...
  2. Scale Ticket Format 1 - '0' Gross Quantity Logic Update (16249)

    Logic has been updated to Scale Ticket Format 1 to exclude service record charges that have a Gross Qty of '0.' Pathway: Accounts > Service Record ...
  3. Accounts - Credit Card Receipt Includes Link To Invoice (16145) [Enhancement]

    An enhancement has been made to credit card receipts to now include a hyperlink to paid invoice(s). Pathway:  Accounts > Search > Accounts  ...
  4. Bulk Update - Status Background Color Added (16225) [Enhancement]

    An enhancement has been made to the Bulk Update scree n to use background color indicators to identify the status of the update.  Green  - Processed status Red  - Voided status None  - Pending status Pathway:  Datab...
  5. Accounts - Processing Payments With Inactive Cards (16106)

    The issue of inactive credit cards still being available for payment processing has been resolved. Additionally, the 'Post Payment' icon will now be hidden for inactive payment methods. Pathway:  Accounts > Search > Accounts  ...
  6. Tax Region Setup & Tax Rate - Enhancements Made To Screen (16229)

    Tax Region Setup The following enhancements have been made to the Tax Region Setup screen: Tax Region Setup - Upper Grid An Excel Export button was added. A Search option has been added. Tax Region Setup - Tax Rate (tab) The Type ...
  7. Login Screen - Updates to Login, New User Login and Reset Password Screens (16196) [Enhancement]

    The following changes have been made to the login, new user login and reset password screens. Login Screen Updates:  The following   enhancements have been made to the Login screen:  Addition of a 'Show My Password' check box. New User...
  8. Surcharge Group Setup - Screen Enhancements (16228)

    The following  enhancements have been made to the Surcharge Group Setup screen: An Export button has been added. A Search bar has been added. Logic for adding surcharges has been changed. To add a surcharge, click the green +  add icon to o...
  9. Bulk Update - Upload Source File Limited To CSV or XLSX Extensions (16124)

    Bulk Update has been updated to only allow .csv or xlsx file formats to be uploaded in Upload Source File. Pathway:  Database > Bulk Update ...
  10. Service History Report - 'Gross Qty' and 'No Charge Qty' Columns Added (16181) [Enhancement]

    An enhancement has been made to the Service History report to include a column for the Gross Quantity and the No Charge Quantity  totals.  Pathway:  Reports > Standard Reports > Account > Service History ...