New Articles

  1. Route Management (Operations) - Display of Route Number on Map (17537)

    The Route Management map now displays the route number alongside the corresponding day of the week for each stop. Pathway:  Operations > Route Management ...
  2. Database Query (Database) - Updates to 'Work Order Charges' and 'Disposal Records' Entities (17562, 17563)

    The following updates have been applied to the Disposal Records and Work Order Charges entities: Disposal Records Service Code Name has been added as a query field. Work Order Charges ...
  3. AR Payment Batch (Accounting) - Improvement of Payment Transfer Handling (17502)

    The logic in AR Payment Batch has been updated to prevent un-posting a batch if it includes a payment transfer. If the Un-Post button is disabled, a message will display at the bottom of the screen, indicating one or more payments in the batch inc...
  4. GL Transaction Processing (Accounting) - Update to Batch Grouping to Seperate Merchant Activity from Non-Merchant Activity (16731) [New Feature]

    In GL Transaction Processing, merchant activity is now distinguished from non-merchant activity with the introduction of a new 'Credit Card/eCheck Batch' type. Pathway: Accounting > GL Transaction Processing ...
  5. Bill Group & Service Code (Setup) - Field Options Updated (17458)

    In Bill Group Setup, the 'Anniversary 30 Day' option has been removed. In Service Code Setup, the Proration Method field has been updated to display only the options 'Calendar Days - Start and End' and 'Do Not Prorate' when the UOM is set to '4 we...
  6. Refund Request Management

    Pathway:  Accounting > Refund Request Management The Refund Request Management screen is used to manage refund requests submitted by users whose accounts lack the necessary permissions to issue a refund or chargeback. Refunds are created ...
  7. Dispatch (Operations) - 'Line of Business' Label Renamed (17531)

    In Dispatch, the Line of Business label has been renamed to 'Route Primary Line of Business.' Pathway:  Operations > Dispatch ...
  8. Add/Edit Proposal (Accounts) - Updates to Window Title and Selections in Status Field (17470)

    The Add/Edit Proposal window has been updated with the following enhancements: Renamed to "Add/Edit Document - Proposal" for clarity. The Status drop down now displays options specific to the selected Document Format. Pathw...
  9. Add Active Service (Accounts) - Default Service Days Based on Nearby Sites (17449) [New Feature]

    In Add Active Service, the Service Days selection boxes will default to days based on nearby sites within a 5-mile radius. This logic considers service frequency and line of business, with default selections applied for frequencies of 1x and 2x on...
  10. Anniversary 4 Week Billing (28 Day)

    The 28-day anniversary billing system operates on a cycle that initiates billing every 28 days from the first billing date after the start of service. This document outlines the essential components of the 28-day billing setup, including the logic...