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When the Setup > Account > Account Class Manual Convenience Fee Type configuration on the Payment Processing tab is set to None, the Apply Convenience Fee checkbox is hidden on the Post a Payment screen. Pathway: Account > AR ...
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When using the Lock Box 3 Import Format in the AR Payment Batch process, payments are now being successfully imported even when the import file does not contain an Account ID and the payment amount does not match the balance of the invoice speci...
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The ability to post large routes no longer returns an error. For example, 3000 service records can be posted all at once successfully. Pathway: Operations > Dispatch > Services List ...
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To better accommodate haulers whose drivers service multiple stops at a single location, also referred to as community stops, seconds have been added to the completion time displayed in the Services List. This enhancement helps prevent identical t...
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Created On: 05/28/2026
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Created On: 05/26/2026
in Operations Home
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Created On: 01/24/2023
in Accounts Home Notes
Pathway: Customer > Search - Account This article details notes that are available at the site level. Site Level notes will display ONLY on the site they were added to. Permissions The following permissions are required ...
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Created On: 01/24/2023
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Created On: 01/23/2023
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Created On: 01/23/2023