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Created On: 02/05/2025
in Setup Home Accounting
Pathway : Setup > Accounting > Tax Region The Tax Region Setup screen defines geographic areas where specific tax sets apply. When a tax region is assigned to an account or site, the associated taxes are automatically applied during billi...
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An issue has been resolved that caused service charges to be duplicated on a service record after a rate change was applied to the active service. Pathway: Customer Service screen > [open] Service Record ...
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The following updates have been applied to the Activity tab in Disposal Activity, and the Details screen , accessible by clicking on a summary link: Activity tab updates: The original 'Group By' drop down option has been renamed to "S...
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The Create On Call Order pop-up editor has been updated to include the following information: Site ID, Name and Address EPA (if one exists) Terms / Payment Required Phone number Contact (account contact, if one exists) Business Hours - a...
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A new import option, Import Balance Write-Off , has been added to the Database module. This feature is accessible only to users with the appropriate authorization. To enable this functionality, a new permission– 473 (Import Balance Write Of...
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Created On: 01/28/2025
in Database Home
Pathway: Database > Import > Import Balance Write Off The following article captures the requirements of importing balance write offs for an account. This process cannot be undone. Before proceeding with the import, ensure th...
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A new "Unapply All" button has been added to the Invoice Application screen for easier management. Pathway: Accounting > AR Payment Batch ...
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The User Activity screen has been updated to better highlight activities with associated details. Clicking on an activity will display its details in the lower grid of the screen. Pathway: Accounts > User Activities ...
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The Period drop down in the Invoice Adjustment screen has been updated to show only the current period and the previous period, provided the previous period remains open. Pathway: Customer Service screen > AR History > [right-click on] ...
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The following updates have been made to Snoozed Alerts: Snoozed Alerts has been renamed to "Alert History." The Alert History screen has been split into two tabs: Snoozed Alerts : Displays alerts that have been snoozed. Alerts in this section...