New Articles

  1. Dispatch - Improvement to Display of Map Pins (16487) [Enhancement]

    The colors of pins on maps have been enhanced to provide better contrast. Pathway:  Operations > Dispatch ...
  2. Route Management - Performance Improvement to Pending Routes Map (16488) [Enhancement]

    Loading performance has been enhanced for the Pending Routes Map, which is displayed when a site is selected from the upper grid in the Route Management Pending screen. The Route Management Pending screen includes additional changes that will be r...
  3. Billing - Site Name Added to Location Column in Pre Billing Report (16518) [Enhancement]

    In the Pre-Billing Analysis screen, the site name has been added to the location column. Pathway: Accounting > Billing > Pre-Billing (right click on a batch) ...
  4. Setup - Screens with +/- Action Buttons Replaced with Toggle Switches (16283) [Enhancement]

    In several screen locations, the +/- action buttons, which previously served dual purposes for adding and removing actions while also indicating their current state, have been replaced with toggle switches. Pathways : Multiple locations ...
  5. Dispatch - Enhancements to Fuel Record Screen (16430) [Enhancement]

    The Fuel Record screen in Dispatch has been updated with the following enhancements: An attachments icon now displays next to the attachments column, enabling users to upload attachments to the fuel record. Users have access to a view/download...
  6. Sales (Setup) - Logic Updated to Percentage Paid (16478) [Enhancement]

    In Commission Plans Setup, the Contract Term Months field has been enhanced to support a maximum value of 72. Pathway: Setup > Sales > Commission Plans ...
  7. Route Management - Sorting Feature in Route Summary Screen Was Not Sorting (16481)

    An issue affecting the Route sort feature in Route Summary (Current tab of Route Management screen) has been resolved. Pathway: Operations > Route Management > Current (tab) ...
  8. Dispatch - Enhancement to Screen for Unassigned Routes (16501) [Enhancement]

    On the Dispatch screen, if a route is not assigned to a record, 'No Route Assigned' will be displayed in red text, and the background color of the row will be highlighted in red. Pathway:  Operations > Dispatch ...
  9. AR Payment Batch - Enhancements to Batch Details Screen (16493, 16490) [Enhancement]

    The following changes have been applied to the Batch Details screen (in AR Payment Batch, select a batch to view its details): Sorting has been enhanced to include: Balance, Status, Entry Order and Account #. Notes that are added to the paymen...
  10. Customer Portal Views

    Pathway:  Setup > Account > Account Class; Customer Portal Customer Portal Home Page  The view presented to customers upon logging into their portal account is determined by the account class. Within the account classes setup, system us...