Popular Articles

  1. AR Payment Batch - Update to 'Bank Cleared Date' Field (16400) [Enhancement]

    The "Bank Cleared Date" field has been updated to enable deletion of the date using the keyboard's delete button. Pathway: Accounting > AR Payment Batch ...
  2. Route Management - Updates to Pending Tab (16342) [Enhancement]

    The Pending tab in Route Management has been enhanced to handle stops with servicing spanning multiple days. In this scenario, the service location is listed once on the screen, and the schedule records are grouped. As each schedule record is indivi...
  3. Map Nearby (Search) - Tooltip Updated (16484) [Enhancement]

    The tooltip that displays for nearby service locations to a searched location has been updated to include its Service Region and Tax Region information.  Pathway:  Accounts > Search ...
  4. Accounts - Vendor/Merchant Account Service History (14584) [Enhancement]

    A change has been  made to accounts with Account Class Type 'Vendor' or 'Broker'  to no longer display the Service History section on the Account's screen. Instead, to view service history details, right click on the active service and select View S...
  5. Recent Activity - Timestamp Updated To Display Correct Time (14743)

    An issue was found that caused the timestamp in Recent Activities to display the wrong time. This has been fixed to use the user's current time. Pathway: Home Screen > Recent Activity Icon; Activities Column ...
  6. Dispatch - Assigned Truck Changes (15091)

    Logic has been updated in Dispatch to refresh and display truck assignment changes if the driver has selected a different truck in NavuNav. Additionally, the Route Production view in Dispatch will display the mileage the driver logged at the start o...
  7. Scale Ticket Format 1 - '0' Gross Quantity Logic Update (16249)

    Logic has been updated to Scale Ticket Format 1 to exclude service record charges that have a Gross Qty of '0.' Pathway: Accounts > Service Record ...
  8. Accounts Screen - Improvement to 'Add Service Note' in Service Additional Fields Screen (16346) [Enhancement]

    The Services Notes section of the Service Additional Fields screen has been enhanced to open a new, separate 'Add Service Note' editor, which improves the process of adding service notes. Pathway: Customer Service Screen > Active Serv...
  9. Billing - Unable to Print Invoices From Invoice Notification Summary (16461)

    Previously, users encountered an issue where the print option on the Invoice Notification Summary screen was unresponsive when attempting to print invoices. Pathway: Accounting > Billing > Pending and In Process > Notifications section...
  10. Customer Portal (User Security) - Disabling/Restricting Access to Customer Portal For Inactive Contacts (16861)

    Multiple enhancements have been applied to the Contacts screen, Edit Contact and Edit Portal User screens, and Customer Portal access.  Contacts Screen The following enhancement has been made to the Contacts screen: A Request Notificatio...