New Articles

  1. AR Aging Management - Past Due Letters Not Generating (14457)

    An issue has been resolved that caused a blank page to generate for past due notifications if the 'Exclude Invoice By Email Account' was checked. Pathway :  Accounting > AR Aging Management > select Accounts > select Print ...
  2. Dispatch - Logic Update to the Start Date Field in Add Disposal / Ship Record and Add Route Disposal (14284) [Enhancement]

    Default logic has been added to the Start Date field on the Service Record's Add Disposal / Shipment screen and to the route's Add Route Disposal screen to populate using the route date. Pathways:  Operations > Dispatch > open Se...
  3. Customer Portal - Division Logo Not Printing on Services Calendar (14919)

    An issue has been resolved that prevented the division logo from printing on the services calendar in the Customer Portal.  Pathway: Customer Portal > Current Services  > select Print Calendar > select Print Icon ...
  4. Operations - Update to Event Type Field Options in Work Type Event Class Item (14587)

    The Swap/Exchange option has been removed from the list of Event Types in Work Type Event Class Items.  Pathway:  Setup > Operations > Work Type  Event Class   ...
  5. Account - Total Recurring Displays on all Views in Active Services (15080) [Enhancement]

    Total Recurring has been added to display in all Active Services views. Total Recurring is the sum of all rates for recurring services. Pathway:  Accounts > Search > Account (Customer Service Screen) > Active Services section ...
  6. Operations - New Fields Add to Add/Edit Truck Type (15065)

    The Truck Setup screen has been modified to include the following fields: Height Width  Truck UOM Size UOM ID  Road Weight  Weight UOM ID Pathway:  Setup > Operations > Truck Type ...
  7. Accounts - Edit Account Billing Contact 1 and 2 Updated (14337) [Enhancement]

    In Edit Account, Billing Contact 1 and Billing Contact 2 fields have been updated to display the title of the employee after their name in the selection list of contacts.   Title pulls from the Title field in the Contacts screen.   ...
  8. Customer Portal - Invoice and Payment History Search Not Working (14850) [Enhancement]

    Previously, the Search option in the Invoice and Payment History screen of the Customer Portal was not responding to search entries. This has been fixed. Pathway:  Customer Portal > Invoice History ...
  9. Operations - Odometer UOM Added to Truck Setup (13969) [Enhancement]

    Odometer UOM has been added to Truck Setup to support non-US distance UOMs. A selection here affects how the Start/End fields display in the Mileage Window in Dispatch (Route Productivity view > double click on the Truck / Mileage value).  ...
  10. Account Status Changes

    Pathway:  Accounts > Search > Account An account status indicates the present state or condition of a customer account within a business. When accessing an account, the current status is visible in the account section of the customer servic...