New Articles

  1. AR Payment Batch - Display Changes and Option to 'Change Account' on a Non-Posted Batch (16023, 16006) [Enhancement]

    The following enhancements have been applied to the AR Payment Batch screen: The 'Bank Cleared Date' column has been relocated to display next to the 'Date' column.  A "Change Account" option (available by right clicking within the row of the acc...
  2. Sales (Pipelines) - Improvements Applied To Pipeline Opportunities (15946) [Enhancement]

    The following changes have been made to the Pipeline Opportunities screen: The previously displayed checkbox filters have been moved to the top of the screen and are now presented as dropdown selections. The default setting for each is 'All.' ...
  3. Credit Card / ACH Reconciliation

    Pathway:  Accounting > Credit Card / ACH Reconciliation The Credit Card/ACH Reconciliation screen offers a clear and detailed record of all credit card and ACH transactions for a specified time period. The displayed results are based on ...
  4. Accounts - Add Payment Method / Make Payment Method Inactive

    Pathway:  Accounts > Search > Accounts  Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of paymen...
  5. Invoice Notification Monitoring

    Pathway:   Accounting > Invoice Notification Monitoring  The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...
  6. Period Closing

    Pathway:  Accounting > Period Closing The Period Closing screen provides a list of divisions for which the AR (Accounts Receivable) period can be closed. Once closed, the system restricts any further AR activity within that period. It's imp...
  7. Service Records - Update to Decimal Logic for Charge Gross Qty and Charge Qty (16009) [Enhancement]

    Service Record logic has been updated to prevent the rounding of the Gross Qty and Charge Qty fields to 2 decimal places. Pathway:  Accounts (Customer Service Screen) > Service Record - Charges tab ...
  8. AR Payment Batch

    Pathway:  Accounting > AR Payment Batch The AR Payment Batch screen consolidates and manages payments received from accounts. When a payment is received, users can apply it to the account in an existing open AR batch, or create a new batc...
  9. Invoice Display - Screen Updates (15955) [Enhancement]

    Improvements have been applied to the format and display of the 'Account Balance Due' and  'Past Due'  fields, along with the 'Make a Payment' button for invoices. Additionally, a "Login to Portal" link has also been added.  Pathway: Ac...
  10. Dispatch - Screen Grouping Logic Updated (15990) [Enhancement]

    The Dispatch screen has been updated to group routes by Division, Line of Business and Date. Pathway:  Operations > Dispatch ...