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An enhancement has been made to View/Edit Service Agreement to display the payment information if payment was collected when the contract was signed. Pathway: Search > Accounts > Orders, Quotes, and Contracts (section) ...
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Previously, if the route ID was null (blank) in Dispatch, the following issues occurred: The Map Route button did not load stops that didn't have a route assigned to them. This has been fixed. In the Weekly by Route view, clicking on the count...
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An enhancement has been made to the Division Group Setup screen to include an External ID field. Pathway: Setup > System > Division Group ...
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An enhancement has been made within the Division drop down selection to include the selection of Division Groups. When a group is available, the group name is displayed in bold, and the divisions within the group are indented with dashes. ...
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"Email Invoice with PDF Attachment" has been improved to included linked items such as tickets and images. Pathway: Accounts > Search > Accounts ...
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The Export file from the Autopay Management screen has been corrected to include the 'Day of Month' column. Pathway: Accounting > Autopay Management ...
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'Period From' and 'Period To' parameters have been added to the Tax Summary report to allow filtering the report using a date range. Pathway: Reports > Standard Reports > AR > Tax Summary ...
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A new 'Active' column has been added in both the Add and Edit Reason Code screens, as well as the Reason Code Setup screen. To modify the active status of a reason code, double-click on the corresponding row, and the Edit Reason Code editor will be ...
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Previously, an issue occurred in Dispatch when viewing routes for multiple days—days were not displayed in the expected order by date. This issue has now been resolved. Pathway: Operations > Dispatch ...
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In Document Format Setup, the list of available field options for Proposals has been updated to exclude the following fields: site.division.logoURL salesRep.photoURL Pathway: Setup > Document Formats ...