New Articles

  1. Work Order - Default Destination Not Displaying on Scheduled Work Orders (14744)

    Created On: 04/27/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved that prevented the Default Destination assigned to a service from populating in the Service Record's Destination / Origin field. This affected Scheduled Event Type work orders. Pathway: Accounts > Search Work ...

  2. Accounts - Selection of Default Destination Clearing Monthly Rate Field (15183)

    Created On: 04/26/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, when adding a service with Default Destination enabled, the Per Unit rate was resetting to 0.00 upon selection of a Default Destination. This has been fixed. Pathway:  Accounts > Search  Accounts > Add Service ...

  3. Bill Group - New Print Sequence Option Added (15167) [Enhancement]

    Created On: 04/26/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new Print Sequence option 'Postal Code and Account ID' has been added to Add/Update Bill Group. Pathway:  Setup > Accounting > Bill Group ...

  4. Credit Card and ACH Reconciliation - Credit Card Refund Records (15142)

    Created On: 04/26/2023 in Release Notes Home Release 69 Accounting - 69 Release
    An issue has been resolved that prevented Credit Card and ACH refunds from being reflected in the Credit Card/ACH Reconciliation screen. In addition, 'Refund' has been added to the list of options in the Source drop down.  Pathway:  ...

  5. Bill Batch - Send Notification Logic Updated (15159)

    Created On: 04/26/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The following logic has been updated to the tabs on the Billing screen: Pending and In Process - The 'Send Notifications' right-click option has been restricted to only display for batches in a Posted status. History - The 'Resend Notifications' ...

  6. AR Payment Batch - Screen Updates (15107)

    Created On: 04/21/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The following updates were applied to the AR Payment Batch editing tool: A Deposit check box has been added to indicate the money received was entered as a deposit. The Deposit column is hidden if the user does not have permission 267 (Post Depos...

  7. Accounts - Work Order Prepayment Notification Pending (14945)

    Created On: 04/21/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The following changes have been applied to WO Prepayment Notifications: In Setup > System, 'WO PrePayment Receipt' has been renamed to 'Work Order Prepayment Notification'. This will display as WO Prepayment Notification on the calendar and...

  8. Dispatch - Assigned Truck Changes (15091)

    Created On: 04/21/2023 in Release Notes Home Release 69 Operations - 69 Release
    Logic has been updated in Dispatch to refresh and display truck assignment changes if the driver has selected a different truck in NavuNav. Additionally, the Route Production view in Dispatch will display the mileage the driver logged at the start o...

  9. Sales Management - Update Reason/Commission Reason Codes (15131)

    Created On: 04/21/2023 in Release Notes Home Release 69 Sales - 69 Release
    Previously, when reviewing sales in Sales Management, when a user wanted to update the Reason Code in the 'Update Reason/Commission' popup editor, (opens upon double-clicking on a sale) a list of reason codes did not populate. This has been fixed. ...

  10. Unapplied Management - Retain Grid Position Upon Returning to Screen (14302) [Enhancement]

    Created On: 04/20/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The Unapplied Management screen has been improved to return the user back to the same location in the list after clicking on the customer and viewing the Customer Service screen.  Pathway:  Accounting > Unapplied Management  ...
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