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Sales stages 'Discovery' and 'Verbal' have been removed as options from the following locations: Sale Stage Setup Sales Rep Map Site Status History Pathway: Setup > Sales > Sales Stages ...
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Division Setup Inter-company tab added Enable Disposal Billing field options: No Yes (Bill to Site for each transaction) Yes (Automated GL Batch) Bill to Site Includes a site search to direct billing to. Disposal Charge Code D...
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A 'Service Description Display' drop-down field has been added to the Mobile tab of the Line of Business Setup screen. Pathway: Setup > Services > Line Of Business ...
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An enhancement has been made to AR Aging Management, adding the option to select multiple accounts when changing account statuses. Pathway: Accounting > AR Aging Management ...
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In AR Aging Management, the Division filter was enhanced to support the selection of multiple divisions. Pathway: Accounting > AR Aging Management ...
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Within the 'Create Account' screen, Account Custom Properties and Site Custom Properties have been relocated to the bottom left of the screen. Pathway: Accounts > Add Accounts ...
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In the Rate Update Batch screen, a 'Created User' field has been added to the 'Created Date' column, and a Net Variance column has also been added.
Pathway: Sales > Rate Update Batches ...
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The following enhancements have been made to the Service Region Setup screen: Addition of a Division filter. A CSV export option was added. Addition of Search. Pathway: Setup > Services > Service Region ...
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In the Add/Edit Route, users can now specify default trucks and drivers for each day of the week. Additionally, a Default Description field has been added, allowing users to include a label that will appear in parentheses after the route name in Dis...
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An issue has been resolved that prevented the loading of the Bill Batch Summary screen in Billing Analysis Window. Pathway: Accounting > Billing ...