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The logic for the Destination field in Outbound work orders has been enhanced to restrict options according to the division linked with the Disposal/Ship Location and Site. Pathway: Operations > Inbound/Outbound > Outbound (tab) > S...
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A 'Not Applicable' option has been added to the list of options for the Default Payment Method field. This is the default selection for imported accounts that have a blank/null AP Default Payment Method. Pathway: Accounts > Account Deta...
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Sales Results Net New Pathway: Reports > Analysis > Sales Results Net New The Sales Results Net New screen has been updated to include a Reason Code column. If the user has permission 392 (Edit Reason Code in Sales Results and Histor...
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The Disposal Records Query has been updated to include the disposal records associated with a site. The following fields were added: Site Name Site Address Line 2 Site City Site Zip Site State Site Address Line 1 Pathway: Databa...
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Auto Pay Improvements Auto-Pay requirements have been updated on the customer service screen. Enhancements include additional information about the payment type for both At Billing and Scheduled Day auto-pay methods, as well as red text expiratio...
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Site Surcharge Pathway: Accounts > (Site section) > Select Surcharge Group (Note - a surcharge group must be assigned to display) The following changes have been applied to the Site Surcharge Rates window: The Type column has been relocated...
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The Service History screen in the Customer Portal has been enhanced to allow users to select and print manifests for multiple work orders. Pathway: Customer Portal ...
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Created On: 01/29/2024
in Accounting Home Pathway: Accounting > Surcharge Management The Surcharge Management screen is used to oversee and regulate surcharges applied to accounts and their sites. Within this screen, users can compare the base rate (the surcharge rate applied to ...
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The following changes have been applied to the Surcharge Rate Setup screen: A 'Show Rate History' check box has been added. By default, it is unchecked, allowing for the display of only current and future surcharge rates. The Surcharge Rate tab i...
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Created On: 01/26/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...