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Pathway: Accounting > AR Aging Management The AR Aging Management screen categorizes a company's accounts receivable according to the length of time an invoice has been outstanding. In addition, users can take action on targeted past-d...
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Last Updated: 02/03/2025
in Accounts Home Services
Pathway: Customer > Search > Accounts Add an active service to a site using the 'Add Active Service' pop-up editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it c...
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Last Updated: 02/13/2025
in Accounts Home Add Accounts
Pathway: Accounts > Add Account This article captures the descriptions for the fields that display when a new account is created. NOTE: If the status of the account is "Prospect," the Billing section is hidden from view. ...
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Last Updated: 02/04/2025
in Accounts Home Notes
Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire a...
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Pathway: Accounting > AR Payment Batch Auto payments scheduled for future date processing are held in the AR Payment Batch tool, where they can be manually retrieved and processed on their scheduled date. Permissions The f...
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Last Updated: 07/07/2023
in Sales Home CRM Sales Workflow The initial phase of the Sales CRM Workflow involves the creation of a prospect account and a lead. This two-part process is outlined below and includes related article links to gain a comprehensive understanding of setup and functionality for each....
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Pathway: Accounting > Invoice Adjustment - Pending Approval and History The Adjustment History and Pending Approval screen is used to approve or reject invoice adjustments and maintain a history of each approval by time period. When a...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the Add Proposal form available in the Orders, Quotes and Contracts section of a site. Proposals are created for a vari...
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Pathway: Customer Portal > Invoice and Payment History The Invoice and Payment History screen enables customers to view, print, and export invoice and payment details associated with their account. Screen Descriptions ...
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Last Updated: 01/16/2024
in Operations Home Dispatch Pathway: Operations > Dispatch When the Dispatch screen displays, routes without a designated driver display at the top of the list. This screen allows for the editing of truck and driver assignments; however, truck/driver re-assignmen...