Popular Articles

  1. GL Segmentation Setup

    Last Updated: 11/08/2024 in Setup Home Accounting
    Pathway:  Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, S...

  2. Leads Analysis

    Last Updated: 06/22/2023 in Sales Home Leads Analysis
    Pathway:  Sales > Leads Analysis The Leads Analysis screen provides sales managers the ability to sort and review lead data in multiple formats. This screen consists of two grids: the upper grid provides a summary of leads and the lower ...

  3. Unapplied AR Report

    Last Updated: 09/20/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Unapplied AR The Unapplied Accounts Receivable (AR) report offers a detailed overview of unapplied customer balances, aiding businesses in pinpointing and resolving unallocated funds. Re...

  4. Account Request Management - Screen Enhancements (16476) [Enhancement]

    Last Updated: 03/15/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The following updates have been applied to the Account Request Management screen: Date formatting has been updated to display the first three characters of the day of the week. This also applies to the 'Completed On' date. The Account / Site ...

  5. Aging Report

    Last Updated: 08/31/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Aging The Accounts Receivable (AR) Aging report is to provide a clear and organized overview of outstanding customer invoices. This report categorizes receivables based on the length of time the...

  6. Accounts - Credit Card Receipt Includes Link To Invoice (16145) [Enhancement]

    Last Updated: 01/23/2024 in Release Notes Home Release 72 Accounts - 72 Release
    An enhancement has been made to credit card receipts to now include a hyperlink to paid invoice(s). Pathway:  Accounts > Search > Accounts  ...

  7. Clone Site and Services - New Feature Available in Account Menu (16270) [Enhancement]

    Last Updated: 02/05/2024 in Release Notes Home Release 72 Accounts - 72 Release
    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...

  8. AR History (Accounts) - Payment Methods Renamed To 'Wallet' (16837) [New Feature]

    Last Updated: 05/21/2024 in Release Notes Home Release 73 Accounts - Release 73
    The "Payment Methods" section within an account's AR History screen has been renamed to "Wallet." This change has been reflected across all subsequent screens, including the Customer Portal. Pathway:  Customer Service Screen > AR...

  9. Billing (Accounting) - Create Billing Batch, Billing 'Types' Renamed (16866)

    Last Updated: 05/23/2024 in Release Notes Home Release 73 Accounts - Release 73
    The billing types in Create Billing Batch have been renamed from "Scheduled" and "Off Scheduled" to "All Charges" and "Work Order and Manual Charges Only." Pathway: Accounting > Billing ...

  10. Billing Analysis (Billing) - Bill Batch Summary Not Loading (17010)

    Last Updated: 07/25/2024 in Release Notes Home Release 73 Accounting - Release 73
    An issue has been resolved that prevented the loading of the Bill Batch Summary screen in Billing Analysis Window. Pathway:  Accounting > Billing ...
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