New Articles

  1. Add Contact (Accounts) - Newer Area Codes Not Recognized (19898)

    Logic has been updated to recognize newer U.S. area codes, including area code 557 (introduced in August 2022). This ensures valid phone number formats are accepted when adding and editing contacts and are no longer incorrectly flagged as invalid....
  2. Equipment Maintenance - Equipment System

    The Equipment System Setup screen lets you define the major systems of your equipment, such as hydraulic, compaction, engine, brake, or PTO systems. Entries made here are available in the Parts and Supplies tab when adding or editing an equipment ...
  3. Equipment Maintenance - Work Accomplished Code

    The Work Accomplished Code Setup defines the standardized codes used to describe the specific tasks completed during equipment maintenance. Codes created here populate the Work Accomplished Code drop down in the Labor tab of an equipment maintenan...
  4. Quick Add Account & Bundle

    Service bundles serve as location-specific packages of services, streamlining account and service setup by displaying only the options available in that area.  For additional guidance on setup requirements and enabling service bundles for customer...
  5. Release Version 74 [Archive]

    The release notes in this article correspond to version 74.   Screens and logic may have changed in newer versions. Home Screen Recent Activity and Sales Rep (Homepages) - Account Requests Column Updated (16929)  In the Recent Ac...
  6. Bill Group Setup (Setup / Accounting) - Logic Enhancement to Invoice Due Reminder Template Setting (19817)

    Logic for the Invoice Due Reminder Template in Bill Group Setup has been enhanced. Previously, reminder invoices were not sent when an invoice included a payment or adjustment from a prior billing period. This has been resolved. Pat...
  7. Daily Analysis (Analysis / Reports) - New Columns Added to Payments By Day (19767)

    Updates have been made to the Payment by Day Analysis screen to address issues that caused certain transactions to be excluded due to date formatting and payment type filtering.  To improve accuracy and clarity, additional columns have been ad...
  8. GL Transaction Processing (Accounting) - Fix Deployed for Incorrect Data Display on GL Pending Tab (20038)

    A fix has been deployed to resolve an issue where the GL Pending tab displayed unexpected older data following the 76 upgrade. The tab now correctly shows only the appropriate pending records as intended. Pathway: Accounting > GL Transa...
  9. Inbound/Outbound (Operations) - Error When Adding a New Scale Interface (19770)

    An issue was identified where users encountered an error when attempting to add a new scale interface. This has been resolved.  Pathway: Operations > Inbound / Outbound ...
  10. AP Check Batch (Accounting) - AP Check Batch Fails to Create (19901)

    An issue has been resolved that caused the AP Check Batch to fail to create after the user has entered all the required information and selected 'Create Batch.'  Pathway: Accounting > AP Check Batch ...