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Pathway: Reports > Standard Reports > AR > Aging The Accounts Receivable (AR) Aging report is to provide a clear and organized overview of outstanding customer invoices. This report categorizes receivables based on the length of time the...
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The 'Quick Pay' and 'Make Payment' screens within the Customer Portal have undergone enhancements, including updates to the Process Payment button logic. Now, this button remains disabled until a payment method is selected. ...
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Pathway: Account (Customer Service Screen) > Display Inventory > Equipment (tab) Site Inventory keeps track of the equipment and trucks used at a site. Users can use this feature to document equipment additions, removals, and transfers to...
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The Equipment tab in Site Inventory has been updated to include similar logic used by the Inventory Management tool when adding or adjusting site inventory. Review the Related Articles links at the bottom of this page to learn more. Path...
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An issue has been resolved that prevented the summary of waste from printing on the Consolidation Manifest. Pathway: Operations > Manifest Processing > Manifest Consolidation > right click - Print Manifest ...
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An issue has been resolved that caused the count in the "New" column on the Sales Results New screen to not match the count of results in the Sales Result Details screen. Pathway: Reports > Analysis > Sales Results Net New ...
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Previously, rescheduling a recurring service to a different day of the week resulted in the creation of work orders for both the original and rescheduled days. This issue has been resolved, and now only a single work order is generated for the newly...
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Pathway: Reports > Standard Reports > Accounts > Service History The Service History Report provides a comprehensive overview of the service history for the sites associated with an account, within a specified time frame. Permissio...
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Pathway: Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report provides a detailed transaction history for all sites associated to an account. Permissions Permission ID Permis...
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A new invoice format, "Invoice With Aging," has been added to the invoice options available in Bill Group Setup. Pathway: Setup > Accounting > Bill Group ...