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Previously, if a site name included special characters, the exported document would exclude all data for the month the site was included in. This issue has been addressed to accommodate sites with special characters. Pathway: Reports > ...
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Previously, an issue prevented the Service Completed notification from sending when a work order's Work Status was marked 'Service Completed.' This has been resolved. Pathway: Accounts > Search > Accounts ...
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Accounts An enhancement has been applied to allow editing of the Division field for accounts. Previously, attempting to edit this field when an Accounts Receivable (AR) record existed would result in an error message. For this enhancement, a...
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The following changes have been applied to both the Quick Pay and Make a Payment screens available in the Customer Portal: Radio buttons and payment options have been added to allow customers to select how they would like to pay. If 'Selec...
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The Notes field on the Vehicle Inspection Results screen has been enhanced to accommodate 500 characters, resolving the issue where vehicle inspections were not being posted when drivers entered lengthy notes. Pathway: Operations > Disp...
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The following enhancements have been applied to the AR Payment Batch screen: The 'Bank Cleared Date' column has been relocated to display next to the 'Date' column. A "Change Account" option (available by right clicking within the row of the acc...
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The following changes have been made to the Pipeline Opportunities screen: The previously displayed checkbox filters have been moved to the top of the screen and are now presented as dropdown selections. The default setting for each is 'All.' ...
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Created On: 11/15/2023
in Accounting Home
Pathway: Accounting > Credit Card / ACH Reconciliation The Credit Card/ACH Reconciliation screen offers a clear and detailed record of all credit card and ACH transactions for a specified time period. The displayed results are based on ...
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Pathway: Accounts > Search > Accounts Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of paymen...
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Created On: 11/14/2023
in Accounting Home Pathway: Accounting > Invoice Notification Monitoring The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...