New Articles

  1. AR Payment Batch - Auto Apply Check Box Added to Batch Details (15704) [Enhancement]

    Created On: 09/11/2023 in Release Notes Home Release 70 Accounting - 70 Release
    An "Auto Apply" checkbox option has been added to the Batch Details screen in AR Payment Batch for batch imports. Pathway:  Accounting > AR Payment Batch ...

  2. Work Type - New Notification Alert Added (15650) [Enhancement]

    Created On: 09/07/2023 in Release Notes Home Release 70 Setup - 70 Release
    Within the Work Type setup screen, a new alert option, "Service Reminder For Every x Weeks Services (Send 1 Calendar Day Prior To Scheduled Service At 7 AM),"   has been added to the Notification Types in the Alerts tab. Pathway:  Se...

  3. Cancellation Requests (Sales)

    Created On: 09/07/2023 in Sales Home Pipelines
    Pathway:  Sales > Pipelines > Cancellation Requests The Cancellation Requests screen in Sales is used to manage and process requests submitted by an internal user on behalf of a customer seeking to cancel their service. Permissio...

  4. Tax Summary

    Created On: 09/07/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Tax Summary The Tax Summary report offers a concise overview of a division's sales taxes assessed within the chosen time frame. Required Permissions Permission ID Permission Na...

  5. Tax Details

    Created On: 09/07/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Tax Details The Tax Details report offers a detailed breakdown of the sites within the specified time period that were taxed on a sale. Using the available filters, this report can be refined to f...

  6. Sales Tax Report

    Created On: 09/06/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Sales Tax The Sales Tax Report provides an overview of total sales within each tax region within a division. It further details the taxable amount and the total taxes collected for the specified t...

  7. Payment Transfers

    Created On: 09/06/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Payment Transfer The Payment Transfer Report is used to review and audit payments that have been transferred between divisions within an identified time period. Required Permission T...

  8. Payment Reversals and Refunds

    Created On: 09/06/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard > AR > Payment Reversals and Refunds The Payment Reversal and Refunds report summarizes accounts within a division that experienced payment reversals or refunds during a specified time frame. It also provides sp...

  9. Payment Batch Listing

    Created On: 09/06/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard > AR > Payment Batch Listing  The Payment Batch Listing report lists all the payment batch details within a time period. The report can be further filtered by the Bank Account or Type assigned to the batch. ...

  10. Cancellation Requests (Pipelines) - Site Name Column Renamed To 'Site' (15698) [Enhancement]

    Created On: 09/05/2023 in Release Notes Home Release 70 Sales - 70 Release
    On the Cancellation Requests screen, the Site Name column has been renamed to 'Site'. Pathway:  Sales > Pipelines > Cancellation Requests  ...
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