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Invoice Format A has been modified to exclude the AR Aging Buckets from view for bill-by-site accounts. Pathway: Accounts > Search > Accounts ...
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The previous issue that prevented the removal of credit hold status from accounts without past due invoices has been resolved. Pathway: Accounts > Search > Accounts ...
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Created On: 06/21/2023
in Setup Home Account Pathway: Setup > Account > Note Type Note Type Setup is used to create the different note types that are available for selection when servicing or communicating on an account or site. Permissions The following permission...
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An Enhancement has been made to the Route Productivity view in Dispatch to allow users the ability to record truck mileage when a mileage record does not exist. To support this, new 'Start Time' and 'End Time' fields were added to the Add Mileage e...
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Created On: 06/20/2023
in Sales Home Leads Analysis Pathway: Sales > Leads Analysis The Leads Analysis screen provides sales managers the ability to sort and review lead data in multiple formats. This screen consists of two grids: the upper grid provides a summary of leads and the lower ...
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Created On: 06/20/2023
in Setup Home Account
Pathway: Setup > Account > Account Request Type The Account Request Type Setup screen allows users to generate a wide range of request types that can be selected when creating a request for an account. Having a standardized set of accou...
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Created On: 06/20/2023
in Setup Home Account Pathway: Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when creating an appointment for an account. Permissions The following permissions a...
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Created On: 06/20/2023
in Setup Home Account Pathway: Setup > Account > Task Type The Task Type Setup feature allows users to generate a wide range of task types that can be chosen when adding a task to an account or site. Field Descriptions Fields Descriptions...
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An enhancement has been made to the Term field in Add/Edit Account for prepayments. When the Prepaid option is selected for an account, the Minimum Prepaid Balance field becomes available and requires users to enter a balance greater than '0'. ...
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The Billing screen under Results now includes the 'Future Rate Increase' feature for affected accounts and sites following a rate update batch. By clicking the displayed number, users can access a list of customers included in the batch. Additionall...