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Pathway: Reports > Standard Reports > Operations > Vehicle Inspection Results The Vehicle Inspection Results report provides inspection results recorded by the driver for a specific vehicle during a period of time indicated by the start an...
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An enhancement has been made to credit card receipts to now include a hyperlink to paid invoice(s). Pathway: Accounts > Search > Accounts ...
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Pathway: Operations > Manifest Processing > Manifest Consolidation Manifest Consolidation is the process of combining waste material into one manifest for transfer to a location where it will be destroyed. This article details the proc...
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Payment receipts have been modified to include the Authorization Code below the Payment Method. Pathway: Accounts > Search > Account (Customer Service) > AR History Release Version: 69 ...
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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. ...
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Last Updated: 04/30/2024
in Setup Home Account Account Class Pathway: Setup > Account > Account Class The following article outlines the process of configuring late fees that can be applied either to an account's invoice or during billing. To provide flexibility among account classes on how late fe...
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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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Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Unapplied Management The Unapplied Management screen provides accounting information for payments and over-payments collected on an account that have not been applied to an invoice. From this screen users can appl...
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A new "Clone Site and Services"feature has been introduced in the Account menu. This feature simplifies the process of adding new sites by replicating existing site configurations and their associated services with just a few clicks. For more inform...
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The rounding logic in the Total column of the AR Aging Management screen has been corrected to align with the AR Aging Buckets displayed in the Customer Service screen. ...