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The Edit Dashboard Panel feature in Report Format Setup now allows you to easily clear the Line of Business (LOB) selection using the small "x" icon. Pathway: Setup > Report Formats ...
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Within the Dispatch screen, the Route Disposal Records now include the option to remove a disposal ticket from the list by selecting the removal icon associated with the ticket. Pathway: Operations > Dispatch ...
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The "Esc Auto Process" field in Division Setup has been renamed to "Auto Process Service Changes". Pathway : Setup > System > Division ...
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The character limits for the Custom 1 and Custom 2 fields on the Add/Update Bill Group screen have been extended to accommodate up to 100 characters. In the event that this character limit is surpassed, the field will be visually highlighted with a ...
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The field logic for the Serial Number field has been revised when adding a serialized equipment type. Following this update, the Serial Number field will now be mandatory to complete the equipment entry. This requirement applies whether the equipmen...
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Import Inventory functionality has been removed from Database > Import and added to the Inventory Management screen in Operations. This feature requires the following permissions to import: 423 Import Inventory 449 Inventory Management CSV C...
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An error within the Aging Details report, triggered by the application of the Bill Group filter, has been resolved. Pathway: Reports > Standard Reports > AR > Aging Details ...
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Logic has been updated to the Add Account Templates 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. ...
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An issue has been resolved that caused Route Optimization to ignore site business hours if optimization was run on a future date. Pathway: Site Information (Customer Service Screen); Operations > Dispatch > Route Optimization ...
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Pathway: Reports > Standard Reports > AR > Aging Details The Accounts Receivable (AR) Aging Details report provides a more detailed view of outstanding customer invoices, providing additional information beyond the AR Aging Report. ...