New Articles

  1. Accounts - 0% Recognized As Exact Match By Tax Verification (16232)

    Created On: 01/24/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Previously, the tax verification process did not acknowledge taxes with a 0% tax rate and showed them as missing in the Tax Results screen. Logic has been updated to recognize the 0% tax rate as an "Exact" match.  Pathway:  Accou...

  2. Tax Region Map - Data Not Loading on Screen (16263)

    Created On: 01/24/2024 in Release Notes Home Release 72 Accounts - 72 Release
    An issue has been resolved that was preventing data from loading in the Tax Region Map screen.  Pathway:  Accounts > Tax Region Map ...

  3. Operations (Setup) - Disposal / Ship Location Automatic Transfer Work Order Issue Resolved (16171)

    Created On: 01/23/2024 in Release Notes Home Release 72 Setup - Release 72
    The issue preventing the selected transfer site from loading in the Automatic Transfer Work Order section of the Disposal / Ship Location screen has been resolved. Pathway:  Setup > Operations > Disposal / Ship Location ...

  4. Scale Ticket Format 1 - '0' Gross Quantity Logic Update (16249)

    Created On: 01/23/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Logic has been updated to Scale Ticket Format 1 to exclude service record charges that have a Gross Qty of '0.' Pathway: Accounts > Service Record ...

  5. Accounts - Credit Card Receipt Includes Link To Invoice (16145) [Enhancement]

    Created On: 01/23/2024 in Release Notes Home Release 72 Accounts - 72 Release
    An enhancement has been made to credit card receipts to now include a hyperlink to paid invoice(s). Pathway:  Accounts > Search > Accounts  ...

  6. Bulk Update - Status Background Color Added (16225) [Enhancement]

    Created On: 01/22/2024 in Release Notes Home Release 72 Database - 72 Release
    An enhancement has been made to the Bulk Update scree n to use background color indicators to identify the status of the update.  Green  - Processed status Red  - Voided status None  - Pending status Pathway:  Datab...

  7. Accounts - Processing Payments With Inactive Cards (16106)

    Created On: 01/22/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The issue of inactive credit cards still being available for payment processing has been resolved. Additionally, the 'Post Payment' icon will now be hidden for inactive payment methods. Pathway:  Accounts > Search > Accounts  ...

  8. Tax Region Setup & Tax Rate - Enhancements Made To Screen (16229)

    Created On: 01/21/2024 in Release Notes Home Release 72 Setup - Release 72
    Tax Region Setup The following enhancements have been made to the Tax Region Setup screen: Tax Region Setup - Upper Grid An Excel Export button was added. A Search option has been added. Tax Region Setup - Tax Rate (tab) The Type ...

  9. Login Screen - Updates to Login, New User Login and Reset Password Screens (16196) [Enhancement]

    Created On: 01/18/2024 in Release Notes Home Release 72 Home - Release 72
    The following changes have been made to the login, new user login and reset password screens. Login Screen Updates:  The following   enhancements have been made to the Login screen:  Addition of a 'Show My Password' check box. New User...

  10. Surcharge Group Setup - Screen Enhancements (16228)

    Created On: 01/18/2024 in Release Notes Home Release 72 Setup - Release 72
    The following  enhancements have been made to the Surcharge Group Setup screen: An Export button has been added. A Search bar has been added. Logic for adding surcharges has been changed. To add a surcharge, click the green +  add icon to o...
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