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The Edit Bundle tool has been updated to restrict Service Region options based on the selected Division. Pathway: Setup > Services > Bundle ...
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An issue has been resolved that prevented changes to the Available Charge Code screen from saving. Pathway: Setup > Services > Available Charge Code ...
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Created On: 09/23/2024
in Setup Home Accounting
Pathway: Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, S...
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In the setup for contracts and proposals, if the 'Prefix' column for proposal_addendums is populated, the prefix will now appear as a bold header above the addendums. Additionally, each addendum will now be listed as a separate line item, instead ...
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A search bar has been added to the EPA Waste Code Setup screen. Pathway: Setup > Operations > EPA Waste Code ...
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Enhancements to the Service Region Setup screen to restrict the 'Default Online Sales Rep' selection to users with permission 260, 'Assignable as Sales Rep.' Pathway: Setup > Services > Service Region ...
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A change has been made to the AR Payment Batch Screen to change the Open, Posted, and Voided count from a batch count to a count of payments. Pathway: Accounting > AR Payment Batch ...
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Created On: 09/12/2024
in Setup Home Services
The primary reason to enable temporary services is to track temporary service revenue. This article explains how to set up and apply temporary services to a site. When adding a service, if the reason code permits temporary services, the Add Activ...
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Previously, when the 'Payment Methods' label in the Customer Portal and an account's AR History was updated to 'Wallet', the change unintentionally impacted other areas where the label was used. Any unintended changes have now been corrected. ...
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A change has been made to the Add/Edit New Account Template, removing the limitation that restricted Bill Group selection based on the Division. In Bill Group Setup, if the Division field is left blank, the bill group will be universally available...