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Created On: 03/21/2023
in Setup Home Setup - Other This article details the setup to enable the Paper Bill Fee feature. Permissions The following permissions are required: Permission ID Permission Name 5 View Account 6 View Site 22 ...
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The following modifications have been applied to the History screen of the Invoice Adjustment - Pending Approval and History tool: Added filters: Reason Code Submitted By Approved By Status Search box added. Count and Total display at bot...
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An issue related to attachments has been resolved that caused email notifications to fail. Pathway: Database > Notification History ...
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The following changes have been applied to Service Notifications: Update to existing alert names to indicate alerts are sent based on calendar days (Monday - Sunday) The existing 'Service reminder for every x weeks services (Send 3 Calendar day...
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When ending a service, a Validation popup will display if the end date entered does not match the following end date logic: End Date is greater than or equal to the service's start date. End Date is greater than or equal to the schedule date of t...
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Logic has been updated to the Transfer Service tool to include a Reason Code selection for both the end and add service entries. This resolves the error users received when processing a Transfer Service. Pathway: Accounts > Sear...
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Previously, Billing Export (Format 1) incorrectly ordered the dates for quarterly site services. Logic has been updated to order the service dates beginning with the most recent. Pathway: Accounting > Billing ...
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An issue in Billing has been resolved that allowed reversed invoices to be included in invoice printing for both the 'Print paper Invoices' and 'Print All Invoices' options. After an invoice has been reversed it will not be included when running an ...
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Timestamp logic has been updated to alert popups to use the timezone indicated in Setup > System > System Options . Pathway: Home Screen > Alert Notification (popups)
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Previously, the 'Last Viewed' time that displayed upon hovering over a user's name in the calendar did not match the timestamped time in Site Views. Logic has been updated to use the user's current time for the timestamp. The same logic was also ext...