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Last Updated: 05/24/2024
in Database Home
Pathway: Database > Import > Import Manual Charges The Import Manual Charges feature provides users a method of importing a large amount of manual charges across multiple sites. Once imported, charges are included on the next invoice. ...
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Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Report > Analysis > Revenue Analysis The Revenue A nalysis Report offers a detailed breakdown of billed revenue based on the selected report Type. This provides users with the flexibility to analyze and interpret both monthly an...
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A new Refund Request feature has been added to both the Customer Service screen and the Accounting module. Details about this feature, including setup, are outlined below. New Permissions Pathway: Setup > System > Permiss...
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Last Updated: 04/26/2024
in Setup Home Accounting Pathway: Setup > Accounting > Term Term Setup establishes the payment terms on an invoice to indicate when payment is due. Permission The following permissions are required to view, add and edit terms: Permission ID ...
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Last Updated: 06/23/2023
in Sales Home Exception Analysis Pathway: Sales > Exception Analysis The Exception Analysis screen is used for internal sales purposes to review accounts that have had repeated service exceptions and identify if a new service, or change in service, should be offered. ...
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The Quick Pay and Add Payment Method screens in the Customer Portal have been enhanced to minimize errors during payment entry or when adding a payment method. Notably, an eCheck Helper image has been included for 'Bank Account' transactions to aid ...
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Last Updated: 02/03/2025
in Database Home Pathway: Database > Send Bulk Portal Invites The Send Bulk Portal Invites tool facilitates the mass distribution of portal invites to two groups: new users without a portal account and existing users who haven't accepted a previous invite....
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Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Reports > Analysis > Customer Analysis The Customer Analysis report provides two report options: Earned Revenue and Revenue. These reports provide a breakdown of revenue associated with the accounts that meet the criteria defined ...
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The Service History screen in the Customer Portal has been enhanced to allow users to select and print manifests for multiple work orders. Pathway: Customer Portal ...
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Last Updated: 09/29/2024
in Accounts Home Account Menu
Pathway: Accounts > Account Menu > Cancellation Request The Cancellation Request screen is used to initiate the cancellation process for an account; however, cancellations must be applied directly to the active service, separate from the...