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The following changes have been implemented in AR Payment Batch: Payment Source Setup A new Payment Source Setup screen has been added to Setup > Accounting. AR Payment Batch In the payment batch ...
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Created On: 10/04/2024
in Accounts Home AR Managment This article explains the process of automating credit holds for past-due accounts. It's crucial to ensure compliance with local and regional regulations when applying credit holds and managing charges for accounts under such restrictions.
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An issue has been resolved that was causing the Transport Method to clear out when selecting the Facility. In addition, this fix also included the rearrangement of fields in the Add Disposal / Shipment screen. Pathway: Work Order > D...
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Created On: 10/04/2024
in Setup Home Services Pathway: Setup > Services > Surcharge Class Surcharge Class Setup is used to create classes to organize surcharges into. Once a class is created, surcharges can be assigned to it in the Surcharge Setup screen. Permissions T...
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Previously, when adding a new service code in the Service Code setup, the list of Tax Class options would not display when the 'Taxable' field was enabled. This has been resolved. Pathway: Setup > Services > Service Code ...
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A new Surcharge Class setup screen has been added to help organize surcharges into classes. The Surcharge Class will now appear in the following screens: Add/Edit Surcharge Setup and Surcharge Rates Contracts and Proposals Surcharge Rates tab ...
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Previously, when transferring a service, the Rate and Rate Per Unit were being multiplied together instead of being directly copied, which resulted in incorrect rates for the transferred service. This has been resolved. Pathway: Accoun...
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Created On: 09/27/2024
in Database Home Pathway: Database > Import > Import Account/Site Info Use the Import Account/Site Info tool to upload customer and site data from a .CSV file or PDF. Ensure your file meets the required format specifications for a successful import. If any...
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Created On: 09/26/2024
in Accounts Home Services
Pathway: Accounts > Add Active Service For site services with an on-call frequency, the option to apply a daily rental fee when the service is created is available. Daily inactivity rental is only charged during scheduled billing batches...
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Created On: 09/25/2024
in Setup Home Accounting
Pathway: Setup > Accounting > GL Account
A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific accounts, gi...