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Pathway: Operations > Resource Scheduling > Resource Calendar The Resource Calendar offers a comprehensive overview of worker availability, route statuses, and availability conflicts across all routes. It provides valuable information re...
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Site Surcharge Pathway: Accounts > (Site section) > Select Surcharge Group (Note - a surcharge group must be assigned to display) The following changes have been applied to the Site Surcharge Rates window: The Type column has been relocated...
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Calendar and Rate History in the Customer Service screen have been updated to display the Rate Update Batch and the Rate Update Batch Note upon hover. ...
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The following article outlines system setup requirements for successful use of the Manifest Consolidation tool in the Operations module. Setup: Disposal/Ship Location Pathway: Setup > Operations > Disposal/Ship Location The Disposal...
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The following modifications have been applied to the Account Request screen: Linked Items and Photos have been separated into distinct tabs for improved organization. The Photos tab now allows for the attachment of multiple photos, expanding the ...
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The Bank Account drop down option in Create AR Payment Batch has been revised to restrict accounts to those linked to divisions accessible by the user. Pathway: Accounting > AR Payment Batch ...
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On the Create Invoice screen, if the Generate Invoice button is disabled, users will see the following reason displayed: "Unable to generate invoice; this account is part of an in-progress billing batch." Pathway: Accounts > Customer Se...
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The following changes have been applied to the Batch Details screen (in AR Payment Batch, select a batch to view its details): Sorting has been enhanced to include: Balance, Status, Entry Order and Account #. Notes that are added to the paymen...
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Last Updated: 02/02/2023
in Setup Home Waste Profiles Pathway: Accounts > Account Screen When a charge code does not have a waste profile linked to it, a question mark displays for the service code. Expand the Service Code and review its charge code(s). Charge codes tha...
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Email has been added to the right click options for Credit Memos. Notification Template setup is recommended but not required to use this feature. If no template is created, the Credit Memo will be attached to the email with a basic subject an...