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The Add/Edit Account Class screen has been modified with the following changes: The 'Status Management' and 'Finance Charge / Late Fees' sections have been relocated to their own tabs. Two new fields "Deposit GL Account" and "Deposit GL Segment" ...
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An issue that previously resulted in an error when a user tried to print labels has been resolved. ...
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Previously, when making changes to a holiday schedule item, only the "From Date" field was accessible for editing. This feature has been enhanced to include an editable "To Date" field as well. Pathway: Setup > Operations > Holiday Sche...
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Key Paths for the "Service Notification / Reminder," Notification Type has been updated to include "account.division." Pathway: Setup > System > Notification Template ...
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Created On: 10/11/2023
in Setup Home Operations The Equipment column on the Services List screen now shows an asterisk next to the equipment type if that equipment includes properties related to a service. When you hover your cursor over the asterisk, the associated properties will be displayed. ...
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The GL Transaction Processing screen has been updated to display the name of the user who processed single invoices. Pathway: Accounting > GL Transaction Processing ...
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Within Standard Reports > AR, the Driver Productivity Report has been removed. Pathway: Reports > Standard Reports > AR ...
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The following updates have been applied to the Destruction Date Tracking field in Work Type Setup: A new option "Tracking and Destruction Date Entry Required" has been added and requires the user to enter the Transfer Receipt Date and Destructio...
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Previously, after a rate update was posted, the Site ID and Site Name did not display when the batch was reopened. This has been resolved. Pathway: Sales > Rate Update Batch ...
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In AR History, the Reason Code drop down for Balance Write Offs has been updated to only include "Invoice Adjustment" reason code types that also have a GL Account identified. Pathway: Accounts > AR History ...