New Articles

  1. Role/Division (Setup) - Logic Updated for Invoice Adjustment Limit and Approval Limit (17607, 17740)

    The rules for Invoice Adjustment Limit , Adjustment Approval Limit , and Amount Requiring Two Approvals have been updated to clarify which limit applies where.  Invoice Adjustment Pathway: Customer Service (screen) > AR History >...
  2. AR Aging Management (Accounting) - Auditor Column Label Updated (17394)

    The logic for the Auditor header in AR Aging Management has been updated to first check the Auditor Account Label field in System Options Setup and use the value listed. If the field is empty, the header defaults to 'Auditor'. Pathway...
  3. Active Services (Accounts) - Last Activity Column Added (17668)

    The Active Services section of the Customer Service screen now includes a "Last Activity" column, displaying the date of the most recent service marked as 'Completed' or 'Not Serviced'. Pathway: Accounts > Active Services ...
  4. Billing (Accounting) - Billing Comparison Analysis Report Not Generating (17660)

    An issue has been resolved that caused an internal server error when running the Billing Comparison Report, which previously resulted in no data being returned. Pathway: Accounting > Billing ...
  5. Payment Receipt (Accounts) - Not All Printed Receipts Successfully Generate (17662)

    An issue has been resolved where selecting 'Print Receipt' in AR History generated a blank page instead of the payment receipt.  ...
  6. Statement (Accounts) - Due Date Added to Core Statement (17342)

    An update was made to the core statement to include a Due Date column.  ...
  7. AR Aging Management (Accounting) - Screen Selection Updates and Enhancements to Context Menu Actions (17441)

    The following updates have been applied to the AR Aging Management screen: Selection Model 1. Left-clicking on row: Left-clicking anywhere within the row will cause the selection of the row. 2.  Right-clicking on row: ...
  8. Dispatch (Operations) - Site Hyperlink Added to Edit Service Record (17666) [New Feature]

    The Site ID hyperlink has been enabled on the Edit Service Record screen from the Dispatch Services list. Clicking the hyperlink opens the site in the Customer Service screen, which will also include a back button to return to the Services List ...
  9. Billing (Accounting) - Permission Logic Updated (17670)

    The following permissions have been updated: Permission 109 : Renamed from View Billing to View Billing and Process a Billing Batch. This permission now controls access only to the Account / Billing screen. Permission 281 : Renamed ...
  10. Active Services (Accounts) - Update to Ensure Unique Service IDs (17599)

    Service IDs have been updated to ensure uniqueness and prevent duplicates. Pathway: Customer Service Screen > Active Services ...