New Articles

  1. Reports (AR) - Tax Details and Tax Summary Pages Failing (15562)

    Created On: 08/04/2023 in Release Notes Home Release 69 Reports - 69 Release
    Previously both the Tax Details and Summary Reports  were erroring upon open. This has been fixed. Pathway:  Reports > AR > Tax Details/Summary Reports ...

  2. Setup (Services) - Excel Export Option Added to Service Code and Charge Code Setup (15542) [Enhancement]

    Created On: 08/04/2023 in Release Notes Home Release 69 Setup - 69 Release
    An enhancement has been made to add an Excel export option to both the Service Codes Setup screen and the Charge Codes Setup  screen. Pathway:  Setup > Services > Service Code/Charge Code ...

  3. Work Type Setup (Operations) - New Setting Added to Work Type for NavuNav (15561) [Enhancement]

    Created On: 08/03/2023 in Release Notes Home Release 69 Operations - 69 Release
    The following changes have been made to the Add Work Type screen in Work Type Setup: The 'Work Type' tab has been renamed to 'Details.' A new 'NavuNav Settings' tab has been added.  NavuNav settings previously available in the Details tab have b...

  4. Portal - Updates To Report Buttons and Logic (15454)

    Created On: 08/03/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    The Reports button in the Account Portal has been renamed to Reports / Documents and includes the display of the count of attachments.  Logic was also updated to include attachments from both the Site and the Account when previously it was just Site...

  5. Invoice and Payment History (Portal) - Allow Printing of Adjustments (15568)

    Created On: 08/03/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    Logic has been updated for Credit Memos, now enabling printing functionality in the portal. Pathway: Customer Portal > Invoice History ...

  6. Dispatch - Screen Display Improvement (15552) [Enhancement]

    Created On: 08/03/2023 in Release Notes Home Release 69 Operations - 69 Release
    The size of the Location column has been increased to display the location's full address. Pathway: Operations > Dispatch > open Services List ...

  7. Send Alert Notification

    Created On: 08/01/2023 in Database Home
    Pathway:  Database > Send Alert Notification The Alert Notification screen is used to send custom alert   messages to one or multiple employees .  These notifications will display as a blue popup notification at the top of the user's...

  8. Truck Setup - Active/Inactive Setting Added (15484) [Enhancement]

    Created On: 08/01/2023 in Release Notes Home Release 69 Setup - 69 Release
    Enhancements  have been made to Truck setup screens to allow users to mark trucks as 'Active' or 'Inactive' for service use. In Add/Edit Truck, a 'Mark Active' and 'Mark Inactive' button was added to the bottom of the screen.  Mark Active...

  9. Accounts - 'Paper Bill Fee' Should Only Display When 'Invoice By Email' Is Disabled (15521)

    Created On: 07/31/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, 'Paper Bill Fee' continued to display for accounts that had 'Invoice By Email' enabled.  This has been resolved. Pathway:  Accounts > Search > Accounts  ...

  10. Manifest Consolidation (Service Record)- 'Transfer Receipt Date' Added to Completion Tab (15447) [Enhancement]

    Created On: 07/28/2023 in Release Notes Home Release 69 Operations - 69 Release
    An enhancement has been made to the Completion tab in the Service Record screen for transfer manifests to include a 'Transfer Receipt Date' field. This field will only display if "Destruction Date" is enabled in Work Type Setup.  Pa...
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