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Formatting was updated in Invoice Format 7 to prevent total values exceeding 999,999.00 from being cut off. Pathway: Customers Service Screen > AR History ...
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The following updates were applied to Route Sheet Format 4 : An issue was resolved where not all site names were displaying. Work Order notes were added and now print below the Site ID and Site Name . Pathway: Operations > Dispatch...
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An issue was resolved that prevented the Sales Rep name from displaying in the Detail Export of the User Activity screen. Pathway: Accounts > User Activity ...
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An enhancement has been applied to the Pending and Current screens of Route Management to improve visibility of site notes, access notes, and business hours. If any of this information exists for a site, an asterisk is displayed after the site...
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An issue was resolved where the Route Dispatch Map failed to display pins for selected routes in the Work Type grid view. Pathway: Operations >Dispatch > Work Type [grid view] ...
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An issue was resolved that prevented the most recent completed work order date from displaying in the Last Activity column within the Active Service section. Pathway: Customer Service Screen > Active Services [section] ...
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The Bill Group filter on the AR Aging Management screen has been enhanced to allow for multiple bill group selections. Pathway: Accounting > AR Aging Management ...
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Billing has been enhanced to support deferred surcharges for accounts on Advance billing. Example Account GL Transaction Processing example ...
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Created On: 01/12/2026
in Accounting Home Billing
Pathway: Accounting > Billing Notifying customers of upcoming rate changes is an important part of transparent billing. This functionality helps users proactively inform customers by flagging invoices affected by a future rate increase a...
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The billing process has been updated for accounts with Bill by Site enabled to apply only site-level finance charges associated with the site’s assigned bill group, excluding account-level finance charges. Pathway: Customer Service Scre...