New Articles

  1. Charge Code - Enable Max Weight Charge Options Updated (14771) [Enhancement]

    Created On: 03/23/2023 in Release Notes Home Release 68 Setup - 68
    Options in the Enable Max. Weight Charge field have been updated to the following: Yes - Per Unit Yes - Flat Charge Pathway: Setup > Services > Charge Code ...

  2. Send Bulk Account Portal Invites Not Sending Email (15004)

    Created On: 03/23/2023 in Release Notes Home Release 68 Database - 68
    An issue has been resolved that prevented the Bulk Account Portal Invites tool from sending out emails if 'Accounts with Active Services' was checked and more than one active service existed for an account. Pathway: Database > Bulk Acco...

  3. Portal - Invoice By Email Enrollment Available Through Customer Portal (14976) [Enhancement]

    Created On: 03/23/2023 in Release Notes Home Release 68 Portal - 68
    The Customer Portal has been updated to provide portal users the option to manage their paperless billing preference. Requirements: The portal user must be a billing contact OR an account contact for an account that has no billing contacts ...

  4. Route Management - Error Received When Importing a Route (15005)

    Created On: 03/23/2023 in Release Notes Home Release 68 Operations - 68
    Previously, an error was produced when attempting to import a route. This has been fixed. Pathway: Operations > Route Management > Current (Tab) > Import ...

  5. Services - Rate UOM Selection Options Updated in Charge Code Setup (14947)

    Created On: 03/23/2023 in Release Notes Home Release 68 Setup - 68
    The Rate UOM  field in Charge Code setup has been updated to limit the list of options to types that relate to volume, weight, area, each (per unit) and length. Time based UOMs have been removed. Pathway:  Setup > Services > Charge Cod...

  6. Database Query - Description Column Added (14757) [Enhancement]

    Created On: 03/22/2023 in Release Notes Home Release 68 Database - 68
    A Description column has been added to the Database Query screen to explain the field with the description from the database. If a description does not exist in the database, none will display for the field.  Pathway:  Database...

  7. Service Record - Composition Tab Updated to Include Total (14928) [Enhancement]

    Created On: 03/22/2023 in Release Notes Home Release 68 Accounts - 68 Release
    The Composition tab has been updated to include a total below the Quantity column.  Pathway:  Accounts > Search > Work Order ...

  8. Service Detail - Updates to Charges Source Location (14893) [Enhancement]

    Created On: 03/22/2023 in Release Notes Home Release 68 Accounts - 68 Release
    Enhancements have been applied to the following Service Record tabs: Charges  Ability to add the same charge code more than once. Source Location (enabled on the Work Type) Ability to add more than one Source Location. Select the green + ...

  9. Service Code Setup

    Created On: 03/21/2023 in Setup Home Services
    Pathway:  Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...

  10. Billing - Single Invoice Billing Batch (14848)

    Created On: 03/21/2023 in Release Notes Home Release 68 Accounting - 68 Release
    An issue has been resolved that caused the incorrect bill group to populate in Billing Batch when a single invoice was created.  Pathway:  Accounting > Billing 
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