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An issue has been resolved where selecting the Invoices link from an emailed receipt opened a blank page instead of displaying the corresponding invoice details. The link now correctly opens the intended invoice information. Pathway: ...
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In the Pending screen of Route Management, users can review pending stops and assign them the Suggested route the system has determined. For lines of business with Automatic Routing & Sequencing enabled, route assignment can be streamlined, ...
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A new Automatic Routing & Sequencing field has been added to Line of Business Setup to support automatic routing in Route Management and includes the following setting options: Disabled: Select this option to disable automatic routing. W...
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The Credit Card / ACH Reconciliation screen has been updated to include settlement details and chargeback data for Cardpointe. Additionally, some field names have been updated, though the underlying logic remains the same. Please review the docume...
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Previously, in some cases, adding a new charge code to an active service could cause the code to apply to all work orders, ignoring the intended work type setup. This has been corrected so charge codes now apply only to their designated work types. ...
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Previously, even when “Enable Negative Amount” was set to No for a charge code (Setup > Services > Charge Code), users were still able to enter negative Per Unit rates when editing a service record. This has been resolved, and a popup message wi...
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In the Work Order Label Query , the Equipment Type Name and Material Type Name columns have been updated to display their corresponding values. Pathway: Database > Database Query ...
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In Account Class Setup, the Default Bill By Site column in the summary grid has been corrected to display the default setting for each account class. Pathway: Setup > Account > Account Class ...
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The following updates have been made to the Current Route Map in Route Management: The Current Route Map has been updated to display the abbreviation for Thursday as "H" on map pins. An issue has been resolved that caused all pins on the sc...
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In Available Service Code Setup , the Service Region column in Default Rates has been updated to sort service regions alphabetically by name rather than by ID. ...