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The logic for the Charge Code field in the Add/Edit Manual Charge screen has been updated to prevent charge codes without "Enable Manual Charge" set to "Yes" from appearing when using the field as a search box. Pathway: Setup > Se...
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An issue has been resolved that prevented the Bill Group filter in Invoice Notification Monitoring from limiting the displayed bill groups based on the selected Division filter. Pathway: Accounting > Invoice Notification Monitoring ...
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New setup fields and logic have been added to System Options and Account Class Setup to support automatically sending portal invitations to new contacts and allowing customers to self-register using a recent invoice. Self Register Setup S...
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Created On: 06/16/2025
in Accounts Home Services
Purchase orders can be added to an account or site in multiple areas. However, regardless of where a PO number is entered, all PO numbers follow a defined hierarchy during the billing process. Understanding this hierarchy is key to ensuring accur...
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Created On: 06/13/2025
in Customer Portal Home
Pathway: Accounts > Contacts Grant contacts access to their customer portal account by following the process outlined below. Contacts can be added at either the site level or account level, depending on the level of access you want ...
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The following enhancements have been made to the Rate Update batch screen: Rate Update Batch (Main Screen) Removal of Columns: Division Service Region Line of Business Addition of Columns: Filter Net Variance Updated Colu...
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Proposals and Contracts now support sending documents to contacts via text message for viewing and signing. To accommodate this enhancement, the Send Email button has been replaced with a Send Notification drop down, offering options for Emai...
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In the Route Management (Current) tab, the "Navusoft File Format" option for both Export and Import has been renamed to "Navusoft/Zignex File Format." Pathway: Operations > Route Management > Current [tab] Article: Export and I...
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A "Chargeback Notification Template" drop down field has been added to the Add/Update Division Setup screen. When a chargeback is recorded on an account, a notification is automatically sent to the account’s billing contacts. Chargeback tem...
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An issue has been resolved where charge codes were duplicated when a service had a pending change, either through the Edit option or a Rate Update Batch, with a future start date and an additional edit was applied. ...