New Articles

  1. Billing (Accounting) - Performance Improvement for Invoice Format 17 (16383)

    Created On: 02/21/2024 in Release Notes Home Release 72 Accounting - Release 72
    The performance has been improved for generating a large number of invoices using Format 17. Pathway: Accounting > Billing;  Setup > Accounting > Bill Group ...

  2. Active Services (Accounts) - 'Per Unit Rate' Column Added (16392) [Enhancement]

    Created On: 02/21/2024 in Release Notes Home Release 72 Accounts - 72 Release
    A 'Per Unit Rate' column has been added to the Active Services section of the Customer Service screen when the Standard view is used.  ...

  3. Service Record - Display Signature Omit Reason (16355) [Enhancement]

    Created On: 02/21/2024 in Release Notes Home Release 72 Accounts - 72 Release
    In NavuNav, if the driver has chosen a reason code for not capturing the customer's signature, the reason code will be displayed in the Completion tab of the Service Record. Pathway: Service Record > Completion (tab) ...

  4. Credit Card Expiration - Expiration Filter Added (16290) [Enhancement]

    Created On: 02/21/2024 in Release Notes Home Release 72 Accounting - Release 72
    The following enhancements have been applied to the Credit Card Expiration screen: A new 'Expiration' filter has been added. Filter options include: Expired, In 1 Month, In 3 Months and In 6 Months. Export to Excel added. Addition of bread-cr...

  5. Accounts - Updates to Site Search (16272) [Enhancement]

    Created On: 02/20/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Two new filter options, "Inactive More Than 60 Days" and "Inactive Less Than 60 Days," have been included in the Status drop down menu on the Site Search screen. This filter is not applied if both options are selected at the same time. P...

  6. Account Portal - Updates to Quick Pay and Add Payment Method Screens (15868) [Enhancement]

    Created On: 02/19/2024 in Release Notes Home Release 72 Portal - 72 Release
    The Quick Pay and Add Payment Method screens in the Customer Portal have been enhanced to minimize errors during payment entry or when adding a payment method. Notably, an eCheck Helper image has been included for 'Bank Account' transactions to aid ...

  7. Standard Reports (AR) - Error When Exporting Reports to Excel (15194, 16056, 16247)

    Created On: 02/16/2024 in Release Notes Home Release 72 Reports - Release 72
    Previously, when a user selected the 'Run as Excel' option to generate the Aging Details and Tax Details reports, an error would occur. This has been resolved. Pathway: Reports > Standard Reports > AR > Aging Details ...

  8. AR Aging Management - 'Total'Calculation Not Rounding Correctly (16379)

    Created On: 02/16/2024 in Release Notes Home Release 72 Accounting - Release 72
    The rounding logic in the Total column of the AR Aging Management screen has been corrected to align with the AR Aging Buckets displayed in the Customer Service screen. ...

  9. Manifest Processing (Operations) - Voided Labels Displaying in Manifest Batches (16262)

    Created On: 02/15/2024 in Release Notes Home Release 72 Operations - Release 72
    The issue causing voided labels to display on the Manifest Consolidation Batch report has been resolved. Pathway: Operations > Manifest Processing > Manifest Consolidation

  10. AR History (Invoice Adjustment) - Screen Changes for Surcharges and Taxes (16330) [Enhancement]

    Created On: 02/15/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The Invoice Adjustment screen has been updated to order surcharges and taxes by the service or charge code they are attached to. Pathway: Accounts > Customer Service Screen > AR History > (right click on invoice) View Details / Adjust I...
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