New Articles

  1. Cancellation Requests (Sales)

    Created On: 09/07/2023 in Sales Home Pipelines
    Pathway:  Sales > Pipelines > Cancellation Requests The Cancellation Requests screen in Sales is used to manage and process requests submitted by an internal user on behalf of a customer seeking to cancel their service. Permissio...

  2. Tax Summary

    Created On: 09/07/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Tax Summary The Tax Summary report offers a concise overview of a division's sales taxes assessed within the chosen time frame. Required Permissions Permission ID Permission Na...

  3. Tax Details

    Created On: 09/07/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Tax Details The Tax Details report offers a detailed breakdown of the sites within the specified time period that were taxed on a sale. Using the available filters, this report can be refined to f...

  4. Sales Tax Report

    Created On: 09/06/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Sales Tax The Sales Tax Report provides an overview of total sales within each tax region within a division. It further details the taxable amount and the total taxes collected for the specified t...

  5. Payment Transfers

    Created On: 09/06/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Payment Transfer The Payment Transfer Report is used to review and audit payments that have been transferred between divisions within an identified time period. Required Permission T...

  6. Payment Reversals and Refunds

    Created On: 09/06/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard > AR > Payment Reversals and Refunds The Payment Reversal and Refunds report summarizes accounts within a division that experienced payment reversals or refunds during a specified time frame. It also provides sp...

  7. Payment Batch Listing

    Created On: 09/06/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard > AR > Payment Batch Listing  The Payment Batch Listing report lists all the payment batch details within a time period. The report can be further filtered by the Bank Account or Type assigned to the batch. ...

  8. Cancellation Requests (Pipelines) - Site Name Column Renamed To 'Site' (15698) [Enhancement]

    Created On: 09/05/2023 in Release Notes Home Release 70 Sales - 70 Release
    On the Cancellation Requests screen, the Site Name column has been renamed to 'Site'. Pathway:  Sales > Pipelines > Cancellation Requests  ...

  9. Route Management - Import Ignoring Start Date Entered on Import File (15712)

    Created On: 09/05/2023 in Release Notes Home Release 70 Operations - 70 Release
    A previous issue has been resolved that caused the import in Route Management to ignore the start date entered in the import file. Pathway: Operations > Route Management > Import ...

  10. Add Site - Logic Updated to New Site Template (15685) [Enhancement]

    Created On: 09/05/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Logic has been updated to the 'New Site Template' to restrict access based on the user's division access (assigned on their user account). If the template does not have a division assigned, it will continue to be visible to all users.  Pat...
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