New Articles

  1. Operations (Setup) - Updating a Yard's Address is not Saving (16422)

    An issue has been resolved that prevented an updated address to a Yard from saving.  Pathway: Setup > Operations > Yard ...
  2. Route Management - Updates to Pending Tab (16342) [Enhancement]

    The Pending tab in Route Management has been enhanced to handle stops with servicing spanning multiple days. In this scenario, the service location is listed once on the screen, and the schedule records are grouped. As each schedule record is indivi...
  3. Dispatch (Services List) - 'Frequency' Column Added (16462) [Enhancement]

    A 'Frequency' column has been added to the Dispatch 2 view of the Services List screen.  Pathway:  Operations > Dispatch > Services List  ...
  4. Aging Details to A Date (Standard Reports) - Report is Not Showing All Expected Invoices (15792)

    An issue has been resolved that prevented the Aging Details to a Date report from showing all qualifying invoices.  Pathway: Reports > Standard Reports > AR > Aging Details to a Date ...
  5. Billing - Unable to Print Invoices From Invoice Notification Summary (16461)

    Previously, users encountered an issue where the print option on the Invoice Notification Summary screen was unresponsive when attempting to print invoices. Pathway: Accounting > Billing > Pending and In Process > Notifications section...
  6. Account Details - Screen Improvement (16441) [Enhancement]

    In the Account Details section of the Customer Service screen, Paper Bill Fee has been relocated to display under Invoice Delivery. Additionally, the red font has been enhanced. Pathway: Accounts > Customer Service Screen ...
  7. Dispatch - Excel Export Format Update for Completed Stops (16414) [Enhancement]

    'Sequence' and 'Completion Time' have been separated into two separate columns in the Completion Report export.  Columns have been manually hidden in the screenshot for purposes of capturing the change.  Pathway: Operations > Dispatch...
  8. AR Payment Batch - Update to 'Bank Cleared Date' Field (16400) [Enhancement]

    The "Bank Cleared Date" field has been updated to enable deletion of the date using the keyboard's delete button. Pathway: Accounting > AR Payment Batch ...
  9. Work Orders - Notifications Not Sending for Work Orders Set to 'In Progress' (16387)

    The problem causing a service notification for certain work types not to be sent when updating the work order's status to 'In Progress' has been resolved. ...
  10. Sales (Maps) - Territory Manager Not Loading Data (16409)

    Previously, when a user filled out the filter fields in the Territory Manager map and selected 'Load Data,' nothing would load. This has been resolved. Pathway:  Sales > Maps > Territory Manager ...