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Site Surcharge Pathway: Accounts > (Site section) > Select Surcharge Group (Note - a surcharge group must be assigned to display) The following changes have been applied to the Site Surcharge Rates window: The Type column has been relocated...
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The Service History screen in the Customer Portal has been enhanced to allow users to select and print manifests for multiple work orders. Pathway: Customer Portal ...
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Created On: 01/29/2024
in Accounting Home Pathway: Accounting > Surcharge Management The Surcharge Management screen is used to oversee and regulate surcharges applied to accounts and their sites. Within this screen, users can compare the base rate (the surcharge rate applied to ...
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The following changes have been applied to the Surcharge Rate Setup screen: A 'Show Rate History' check box has been added. By default, it is unchecked, allowing for the display of only current and future surcharge rates. The Surcharge Rate tab i...
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Created On: 01/26/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...
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The Disposal/Ship Location Setup screen has been improved by adding a search filter within the Material Type tab. Pathway: Setup > Operations > Disposal/Ship Location ...
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The 'Invoice Adjustment' reason code type has been modified, and the GL Account drop-down field is no longer included. Pathway: Setup > System > Reason Code > Add Reason Code Related Articles: Reason Code Setup ...
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The following enhancements have been made to the Add/Edit Tax Rate editor: The name of the editor has changed from 'Tax Region Taxes' to 'Add / Edit Tax Region.' The 'Tax Type' has been added to display at the end of the taxes listed in the drop...
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The logic for the Work Status of Inbound/Outbound work orders has been enhanced to automatically update the Posting Status to "Posted" when the Work Status is set to "Received - Completed" and saved. Pathway: Accounts > Search > Ac...
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Created On: 01/24/2024
in Setup Home System
Pathway: Setup > System > Reason Code The Reason Code Setup screen defines the reason codes used across various areas of the product to specify the purpose of an action. For example, reason codes are used to explain the creation of on-ca...