New Articles

  1. Edit Account - Screen Enhancements (15766)

    Created On: 09/18/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The 'Edit Account' screen has been updated to display in two separate tabs: "Account" and "Settings." This enhancement has also resolved the issue of the 'Update Account Custom Settings' gear icon being pushed off the screen. Pathway: Ac...

  2. Work Order Payments Report

    Created On: 09/17/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Work Order Payments The Work Order Payments report provides a comprehensive breakdown of each work order that is associated with a payment transaction. Only work orders that have a payment transac...

  3. Unapplied AR Report

    Created On: 09/17/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Unapplied AR The Unapplied Accounts Receivable (AR) report offers a detailed overview of unapplied customer balances, aiding businesses in pinpointing and resolving unallocated funds. Re...

  4. Accounts - Multiple Credit Card Expiration Notifications Sent To Customers (15739)

    Created On: 09/15/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Previously, an issue was occurring with customers receiving multiple Credit Card Expiration Notifications when Quick Pay was setup. This has been resolved so 'Quick Pay' payments are no longer included in expired credit card notifications. ...

  5. Portal - Enhancement to Allow Customers to View Service History for Inactive Sites (15557) [Enhancement]

    Created On: 09/15/2023 in Release Notes Home Release 70 Portal - 70 Release
    The Account Portal has been updated to grant users of an inactive site access to view service history information, associated photos, manifests, and report attachments. Other options, such as the ability to create a request or view AR information, a...

  6. Database Query - 'Add New Filter' Updated (15742) [Enhancement]

    Created On: 09/15/2023 in Release Notes Home Release 70 Database - 70 Release
    The options in the "Column" drop down for "Add Filter" on the Database Query screen have been modified to display in alphabetical order. ...

  7. Report Formats (Manifest) - Updates to Format (15688) [Enhancement]

    Created On: 09/15/2023 in Release Notes Home Release 70 Setup - 70 Release
    The following improvements have been applied to the manifest print format for hazardous material:  The 'Identifier' for the Material Type (Setup > Operations > Material Type) will display on the manifest. Approval codes will not be duplicated ...

  8. System (Division) - New Lockbox Import Format Added (15268) [Enhancement]

    Created On: 09/15/2023 in Release Notes Home Release 70 Setup - 70 Release
    A new "Signature Waste Import" format has been added as an option in the "Lockbox Import Format" dropdown menu. Pathway: Setup > System > Division ...

  9. Proposals/Quotes and Contracts - Field Logic Updates (14545) [Enhancement]

    Created On: 09/15/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The following logic updates have been applied to the Reason and Competitor fields for 'Lost' proposals/contracts: Reason is hidden until "Lost" is selected from the Status drop down. The Reason field has been relocated to the left of the Competit...

  10. Dispatch ('Route Productivity' View) - Downtime Using User and Not Driver Name (14387)

    Created On: 09/14/2023 in Release Notes Home Release 70 Operations - 70 Release
    An issue has been resolved in the Add Downtime editor, where it was incorrectly displaying the user's name in the Driver field instead of the driver's name. Additionally, the Driver field has been improved by converting it into a drop down menu, wit...
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