New Articles

  1. Revenue Analysis

    Created On: 10/02/2023 in Reporting Home Analysis
    Pathway:  Report > Analysis > Revenue Analysis The Revenue A nalysis Report offers a detailed breakdown of billed revenue based on the selected report Type. This provides users  with the flexibility to analyze and interpret both monthly an...

  2. AR Payment Batch - Option to Limit Bank Accounts to a Division Added (15845) [Enhancement]

    Created On: 09/29/2023 in Release Notes Home Release 70 Accounting - 70 Release
    The Bank Account Setup screen now includes the option to restrict bank accounts by division. When a division is linked to a bank account, only the bank accounts associated with that specific division will appear as a selectable option on the 'Create...

  3. Service Record - Logic Update for Pricing Changes with a Future Date (15837)

    Created On: 09/28/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Previously, when there was a future change to work order charge pricing, the new pricing was being used before the effective date of the price change. This has been fixed.  Pathway: Customer Service Screen ...

  4. Invoice - Address Fields Improved to Accomodate Longer Addresses (15825)

    Created On: 09/28/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The character limit for address line 2 on invoices has been extended to 255 characters, and the Postal Code limit has been increased to 12 characters. This resolves the issue of addresses not printing on the invoice if the character limit was exceed...

  5. Rate Update Batches - Multi Select Option Added to Filters (15770) [Enhancement]

    Created On: 09/27/2023 in Release Notes Home Release 70 Sales - 70 Release
    The multi-selection option has been added to both Add Rate Update Batch screens for the following drop down screen filters: Service Region Line Of Business Account Class Site Class Bill Group Pathway:   Sales > Rate Update Batches >...

  6. Inventory Management - Removal and Swap Work Orders Not Removing Containers from Site Inventory (15829)

    Created On: 09/27/2023 in Release Notes Home Release 70 Operations - 70 Release
    Previously, when a user updated the inventory on a work order to indicate the removal or exchange of equipment and marked the work order as complete, the site inventory did not reflect this change. This has been resolved. Pathway: Accou...

  7. AR Payment Batch - Search Field Fix (15790)

    Created On: 09/27/2023 in Release Notes Home Release 70 Accounting - 70 Release
    An issue has been corrected to display a distinct value when search results are returned.  Pathway: Accounting > AR Payment Batch ...

  8. Service Records - Reverse Logic Updated to Services with Multiple Work Orders (15689)

    Created On: 09/27/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The logic has been modified to restrict a user from reversing a service if it is linked to multiple work orders, and at least one of those work orders has a status other than 'Scheduled.' Pathway:  Customer Service Screen > Right-Click o...

  9. AR History - Logic Update Related to Calculation of Late Fees and Finance Charges (15834)

    Created On: 09/27/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Logic has been updated to ensure that when 'Calculate Manual Finance Charges / Late Fees' is processed, only accounts with an outstanding balance in one of the 'past due' buckets will incur charges. Additionally, an unapplied payment exists that can...

  10. Analysis Reports (AR Analysis) - Update to Surcharges Amounts (15814) [Enhancement]

    Created On: 09/26/2023 in Release Notes Home Release 70 Reports - 70 Release
    The 'Surcharges' in the AR Analysis report have been broken out into 'Surcharges' and 'Surcharge - Non Revenue'. This was done to allow just the surcharge revenue to be tied back to the Revenue Analysis report. Pathway:  Reports > Analys...
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