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Previously, an issue caused values on the Pipeline Summary screen to display as 'NaN'. This has been fixed. Pathway: Sales > Pipelines > Pipeline Summary ...
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Created On: 03/03/2023
in Setup Home Operations Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that i...
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Previously, an issue was identified in Accounts that allowed inactive account classes to display in the Account Class drop down. This has been fixed. Pathway: Accounts > Add Account; Setup > Account > Account Class ...
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An issue has been fixed in Route Management that prevented the 'All' check box from displaying as a selection option in the Service Region drop down for the Current and Pending tabs. Pathway: Operations > Route Management ...
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Void logic has been updated to labels assigned to a Manifest Consolidation Batch: A label can not be voided if: Batch is Posted Batch is Shipped Batch is Ready to Ship If the Manifest Consolidation Batch is Open: The label can be voided and...
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An issue was reported that affected the 'Day of Month' from saving for accounts on autopay. Previously, upon saving the account's payment method (with an entry to the Day of Month field), the Day of Month field did not save. This has been fixed. ...
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A Pending Approval Adjustments tab has been added to the Pre-Billing Analysis screen in Billing. Review the tab for outstanding invoice adjustments that have not been approved to prevent billing errors. The following actions can be taken fo...
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Created On: 02/28/2023
in Setup Home Services Pathway: Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specific ...
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Created On: 02/28/2023
in Accounting Home Billing
Pathway: Accounting > Billing This article details the Pre-billing work flow that should be followed to prevent billing errors and revenue loss. This process is completed in the Billing tool for billing batches marked 'Not Started'. ...
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Previously, an issue prevented the email status indicators from displaying correctly on the account's AR History screen for sent and viewed emails. This has been fixed. Pathway: Accounts > Search > Accounts (Customer Service Screen) -...