New Articles

  1. Refund / Rebate Check (Accounts) - Updates to Rebate Check Prepayment to Better Support Refund Scenarios (17503)

    Created On: 02/10/2025 in Release Notes Home Release 74 Accounts - Release 74
    Enhancements have been made to Customer Service, AR History, Permissions, and other areas to expand rebate check prepayment, providing better support for refund scenarios. Customer Service Screen In the Menu dropdown, 'Rebate C...

  2. Service Code (Setup) - New Billing Setting Added (17556) [New Feature]

    Created On: 02/07/2025 in Release Notes Home Release 74 Setup - Release 74
    A ‘Do Not Bill Until Delivery Completed’ field has been added to the Service Code Setup screen. When set to 'Yes,' billing for the service is restricted until the delivery work order is marked as ‘Service Completed.’ Pathway: Setup > ...

  3. Rate Update Batch (Sales) - New 'Book of Business' Grid View Added (17763)

    Created On: 02/07/2025 in Release Notes Home Release 74 Sales - Release 74
    A new 'Book of Business' grid view option has been added to both the  Service  and  Service Charge rate update batch types. Pathway: Sales > Rate Update Batches ...

  4. Tax Region Setup

    Created On: 02/05/2025 in Setup Home Accounting
    Pathway : Setup > Accounting > Tax Region  The Tax Region Setup screen defines geographic areas where specific tax sets apply. When a tax region is assigned to an account or site, the associated taxes are automatically applied during billi...

  5. Edit Service Record (Accounts) - Duplicated Site Service Charges (17616)

    Created On: 02/04/2025 in Release Notes Home Release 74 Accounts - Release 74
    An issue has been resolved that caused service charges to be duplicated on a service record after a rate change was applied to the active service. Pathway:  Customer Service screen > [open] Service Record ...

  6. Disposal Activity (Operations) - Updates to the Activity and Details Screens (15934)

    Created On: 02/04/2025 in Release Notes Home Release 74 Operations - Release 74
    The following updates have been applied to the Activity tab in Disposal Activity, and the Details screen , accessible by clicking on a summary link: Activity tab updates: The original 'Group By' drop down option has been renamed to "S...

  7. Create On Call Order (Accounts) - Update to Information Displayed on 'Create On Call Order' (16496)

    Created On: 01/31/2025 in Release Notes Home Release 74 Accounts - Release 74
    The Create On Call Order pop-up editor has been updated to include the following information:  Site ID, Name and Address EPA (if one exists) Terms / Payment Required Phone number Contact (account contact, if one exists) Business Hours - a...

  8. Import Balance Write Off (Database) - New Import Feature (17782) [New Feature]

    Created On: 01/28/2025 in Release Notes Home Release 74 Database - Release 74
    A new import option, Import Balance Write-Off , has been added to the Database module. This feature is accessible only to users with the appropriate authorization. To enable this functionality, a new permission– 473 (Import Balance Write Of...

  9. Import Balance Write Off

    Created On: 01/28/2025 in Database Home
    Pathway:   Database > Import > Import Balance Write Off The following article captures the requirements of importing balance write offs for an account.    This process cannot be undone.  Before proceeding with the import, ensure th...

  10. Invoice Application (AR Payment Batch) - 'Unapply All' Button Added (17172)

    Created On: 01/27/2025 in Release Notes Home Release 74 Accounting - Release 74
    A new "Unapply All" button has been added to the Invoice Application screen for easier management. Pathway:  Accounting > AR Payment Batch ...
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