New Articles

  1. Accounts - Prepayment Amount and Total Field Labels Not Displaying (15663)

    Previously, 'Prepayment Amount' and 'Total' field labels were not displaying in the Post A Payment screen when the invoice list was empty. This has been fixed.  Pathway:  Accounts > Search > Accounts ...
  2. Standard Reports (Aging Report) - Error When Bill Group Applied (14795)

    An error within the Aging report, triggered by the application of the Bill Group filter, has been resolved. Pathway:  Reports > Standard Reports > AR > Aging Details ...
  3. Report Format Setup - Edit Dashboard Panel Allow LOB To Be Cleared - (15695)

    The Edit Dashboard Panel feature in Report Format Setup now allows you to easily clear the Line of Business (LOB) selection using the small "x" icon. Pathway:  Setup > Report Formats ...
  4. Dispatch - Route Disposal Records Delete Option (15666) [Enhancement]

    Within the Dispatch screen, the Route Disposal Records now include the option to remove a disposal ticket from the list by selecting the removal icon associated with the ticket. Pathway:  Operations > Dispatch  ...
  5. Setup (System) - Division Setup Field Change (14728) [Enhancement]

    The "Esc Auto Process" field in Division Setup has been renamed to "Auto Process Service Changes". Pathway :  Setup > System > Division ...
  6. Accounting - Custom Field 1 and 2 Increased (15671) [Enhancement]

    The character limits for the Custom 1 and Custom 2 fields on the Add/Update Bill Group screen have been extended to accommodate up to 100 characters. In the event that this character limit is surpassed, the field will be visually highlighted with a ...
  7. Inventory Management & Site - Logic Updated to Serial Number field (15670)

    The field logic for the Serial Number field has been revised when adding a serialized equipment type. Following this update, the Serial Number field will now be mandatory to complete the equipment entry. This requirement applies whether the equipmen...
  8. Inventory Management - Import Inventory Functionality Added (15535) [Enhancment]

    Import Inventory functionality has been removed from Database > Import  and added to the Inventory Management screen in Operations. This feature requires the following permissions to import: 423 Import Inventory 449 Inventory Management CSV C...
  9. Aging Details - Bill Group Filter Showing Error (14794)

    An error within the Aging Details report, triggered by the application of the Bill Group filter, has been resolved. Pathway:  Reports > Standard Reports > AR > Aging Details ...
  10. Add Account - Account Templates Logic Updated (14307) [Enhancement]

    Logic has been updated to the Add Account Templates to restrict access based on the user's division access (assigned on their user account). If the template does not have a division assigned, it will continue to be visible to all users. ...