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Created On: 11/16/2023
in Accounting Home Pathway: Accounting > Credit Card / ACH Reconciliation The Credit Card/ACH Reconciliation screen provides a list of all credit card and bank ACH transactions within a specified time frame. The results displayed are determined by the filte...
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Pathway: Accounts > Search > Accounts Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of payment ...
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Created On: 11/14/2023
in Accounting Home Pathway: Accounting > Invoice Notification Monitoring The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...
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Created On: 11/14/2023
in Accounting Home Pathway: Accounting > Period Closing The Period Closing screen provides a list of divisions for which the AR (Accounts Receivable) period can be closed. Once closed, the system restricts any further AR activity within that period. It's imp...
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Service Record logic has been updated to prevent the rounding of the Gross Qty and Charge Qty fields to 2 decimal places. Pathway: Accounts (Customer Service Screen) > Service Record - Charges tab ...
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Pathway: Accounting > AR Payment Batch The AR Payment Batch screen consolidates and manages payments received from accounts. When a payment is received, users can apply it to the account in an existing open AR batch, or create a new batch ...
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Improvements have been applied to the format and display of the 'Account Balance Due' and 'Past Due' fields, along with the 'Make a Payment' button for invoices. Additionally, a "Login to Portal" link has also been added. Pathway: Ac...
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The Dispatch screen has been updated to group routes by Division, Line of Business and Date. Pathway: Operations > Dispatch ...
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In Add/Edit Document Format, the Format Class field has been updated to a drop down that can be edited. Pathway: Setup > Document Formats > Format ...
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A new "Self-Service Label" field has been added to the Add and Edit Work Type Setup screen. Field entry is optional and is related to self service ordering allowing users to apply a specific label for site service actions. If a label is not entered ...