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The issue causing the cut-off of account names on the invoice statement has been resolved. This affected accounts with longer names. Pathway: Accounts > Search > Accounts ...
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The issue with the payment link for emailed invoices not loading has been resolved. Pathway: Customer Portal ...
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An issue has been resolved that prevented a user from being able to edit the 'Bill From Date' and 'Bill To Date' fields when creating a scheduled billing batch. Pathway: Accounting >Billing ...
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An enhancement has been made to display the Service Record Weight detail in the following locations: As a link in the Completion tab of the Service Record. Select the link to open the Service Record Weight window. In the Services List screen...
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The following changes have been made to the Scale Ticket: The placement of the site address and division addresses have been flipped. A Driver Signature line has been added. A Weighmaster Signature line will populate with the user's store...
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The following default setting logic has been updated to accounts when the status changes from Prospect to Active: In Account Class Setup, values found in the Default Account Term, Default Account Credit Limit, and Default Rebate Payment Typ...
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The discrepancy between the total amount in the Payment Batch Listing and other AR analysis tools has been resolved. Previously, if a payment batch did not have a posted timestamp, it was excluded from the total calculation in the Payment Batch Lis...
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A modification has been implemented to move the "Transfer Service" option from the customer service menu's list of choices to the "Active Services" section. To initiate a transfer, right-click on the relevant service and choose 'Transfer Service' f...
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Red text with payment requirements has been added to the Service Agreement if a deposit is required and the amount is greater than $0.00. With this change, proposals can only be marked 'Sold' if both the signature and deposit are received. ...
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A "Name" field has been incorporated into the ERP Export Mapping Setup screen, which the Tax Region Setup screen will now utilize for the ERP Label. Previously, the ERP ID was displayed. Pathway: Setup > Accounting > ERP Export Mappi...