New Articles

  1. Site Inventory - Banner Count Added (14980) [Enhancement]

    Banner counts have been added to the Site Inventory icon and the Site Inventory tabs. The count on the Inventory icon is a combined total of the count on Trucks and count on Equipment. Pathway: Accounts > 'Site' Search > Site Section o...
  2. Rate Update Batches - 'Months At Rate' Column Displayed '0' For Batch Edits (14901)

    An issue has been fixed that caused the Months At Rate column to populate all zeros in the Site Service Rate Update Batch  screen where new rates are applied.  Pathway: Sales > Rate Update Batches ...
  3. Site Inventory - Add/Edit Truck Screen Updated (14979)

    The following changes have been made to Add/Edit Truck in Site Inventory: The Division field will populate with the site's division. Field is read-only. Fields removed:  Fuel Type Vehicle Inspection Type  VIN Tabs removed:  Onboard Scal...
  4. All Reports - Report Time Stamp to Display Local Time (14864)

    Timestamp logic has been updated to all reports to use local time. Pathway :  Reports > Standard Reports; Analysis; Custom; Generate Manifest Summary Report ...
  5. Work Orders - Vendor Rate Not Displaying in Charges Tab (14906)

    Previously, when an on call order was created from a service with vendor rates associated, the rates did not populate into the work order's Vendor Rate column (Charges tab). This has been fixed. Pathway:  Accounts > Search > Account (cus...
  6. Site Geocoding & Service Time - Screen Updates (14973)

    The Site Geocoding & Service Time screen has been updated with the following: ID column will display the site ID. The Service Region filter will continue to display the 'All' option after first use. Pathway: Operations > Site Geocodin...
  7. Standard Reports (AR) - Payment Reversals, Transfers and Refunds Report Split into Two Reports (14892) [Enhancement]

    The Payment Reversals, Transfers and Refunds report has been broken out into two separate reports: Payment Reversals and Refunds Payment Transfers Both reports are available in Standard Reports > AR. Pathway: Reports > Standard Rep...
  8. Work Order (Disposal) - Option to Show Disposal Ticket Image on Customer Portal Added (14801)

    The option to allow users to view the disposal ticket image on the Customer Portal has been added to the work order in the Add Disposal / Shipment tab. Select 'Include Ticket Image With Invoice and Make Available in Customer Portal' to display the a...
  9. AR History - Logic Update to Period Selection (14891) [Enhancement]

    Logic to the Period in the Invoice Adjustment screen has been updated to the following: The Period selector defaults to the period matching today's date. The Period selector will only display one period back if the period is still open. If ...
  10. SMS Verification - Timestamp Displays After Sending to Contact (14923)

    A timestamp has been added to the Contacts screen and will display the date and time verification was sent. Additionally, if the verification should be sent again, a 'Verify' option has been added. Select and the verification will be sent again.  ...