-
Last Updated: 03/13/2024
in Setup Home User Security Pathway: Setup > System > User The User Setup screen manages the setup and activation status of all user accounts. In here, roles and division access can be added and removed from a user's account. This tool provides an option to filte...
-
Pathway: Operations > Disposal Activity The Disposal Activity tool tracks progress made toward a disposal location's predefined target usage goal. Progress towards target usage is calculated when a Disposal / Ship record is attached to ...
-
Last Updated: 11/01/2024
in Setup Home Setup - Other
This article details the setup to enable the Paper Bill Fee feature. Permissions The following permissions are required: Permission ID Permission Name 5 View Account 6 View Site 22 ...
-
Pathway: Reports > Standard Reports > AR > Operations Report The Operations Repor t offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analyze t...
-
Last Updated: 11/18/2024
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 ...
-
Last Updated: 04/05/2024
in Database Home Pathway: Database > Bulk Update The Bulk Update tool enables users to update specific information for accounts and sites in bulk by specifying a Target Table, Target Field, and uploading a source file containing the change information. ...
-
Last Updated: 07/18/2024
in Setup Home System
The following process outlines the setup required to successfully add a vendor and their rates to active services and service proposals. In order for the Vendor fields to display, both the selected Reason Code and Service Code must have vend...
-
Last Updated: 02/12/2025
in Sales Home Rate Update Batch
Pathway: Sales > Rate Update Batch The Rate Update Batches tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch rates are updated in: Site Serv...
-
Last Updated: 04/25/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Tax Class Tax Class Setup Tax Class is a collection of taxes assigned to specific service codes, charge codes and surcharges. Creating a tax class involves two steps, adding a tax class and assigning tax cl...
-
Last Updated: 01/15/2025
in Database Home
Pathway: Database > Send Alert Notification The Alert Notification screen is used to send custom alert messages to one or multiple employees . These notifications will display as a blue popup notification at the top of the user's...