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An issue has been fixed that prevented users from being able to mass update account status' from the Status Management tool. Additionally, the message in the Confirmation box has been improved. Pathway: Accounting > Status Management ...
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A fix has been applied to Service Reminder notification logic to only send Service Reminders for scheduled work orders. Pathway: Accounts > Search > Account (Customer Service Screen) ...
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The following changes have been made to Invoice List Past Due Dunning Letters and Past Due Dunning Letters: The remittance address of the division will display in the upper left corner of the letter. The division name/address and customer name...
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Search field logic in the Batch screen has been updated to return the external ID for the account's Previous ID. Pathway: Accounting > AR Payment Batch ...
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Previously, an error message was produced when users attempted to delete a Tiered Pricing charge from a proposal (Services tab > double click on the service to open the 'Edit Service' window). This has been fixed. Pathway: Accounts >...
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Hyperlinks to view batch details have been added to the following columns in the History tab of Vendor/Rebate Payments: Count Included Printed Posted Select a column value to open the Check Batch Details popup window. Pathway: ...
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Previously, when attempting to export invoices from the Vendor Invoices screen an error message was produced. This has been fixed. Pathway: Accounts > Search > Account (Customer Service Screen) > Menu (+ icon) > Vendor Invoices ...
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The following enhancements have been made to the Re-Number tab in Route Management: Division and Day of Week filters have been added to display routes upon Load. New columns added: Day of Week Identifies the day of the week for the route...
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Pathway: Operations > Route Management > Re-Number (Tab) Use the Re-Number tab in the Route Management tool to re-number stop sequences for one to multiple routes at a time. Re-Number a Route Re-numbering can be done to a single...
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Created On: 03/07/2023
in Setup Home Operations Pathway: Setup > Operations > Material Type Material Type identifies the various types of waste collected and is essential for safe transportation and destruction. Add Material Type Field Descriptions Fields Descriptions...