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The AR Payment Batch screen has been updated to disable the Deposit and Auto Apply fields for posted batches. Additionally, the 'Apply,' 'Delete,' and 'Pencil' icons (not shown) are now hidden once the posted batch is closed. Pathway: ...
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Pathway: Reports > Standard Reports > AR > Tax Summary The Tax Summary report offers a concise overview of a division's sales taxes assessed within the chosen time frame. Required Permissions Permission ID Permission Na...
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Logic has been updated to the creation of on call work orders to auto-populate the Service Code field if the site has only one active service. Otherwise, if there is more than one active service, the Service Code field remains null requiring the...
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Last Updated: 03/12/2024
in Setup Home Operations Pathway: Setup > Operations > Yard Yards are used for inventory management and are available to be assigned to a route's start and end locations to plan the route between. Additionally, Route Optimization uses yard information to sequence...
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A new 'Request Notification Method' field has been added to the Add/Edit Contact screen. The following options are available: None: Contact will not receive request notifications in text or email. Customer must check the portal for request updates...
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An enhancement has been made to the account and site customer service screen to include a status Legend that will display upon hover. Pathway: Customer Service Screen > Legend (Calendar) ...
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Two new status options, 'Internal Collections' and 'External Collections,' have been added to the Account Status drop down menu. To apply either status, the following requirements must be met: In Setup > Accounting , a new 'Collection Group / A...
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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 ...
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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...
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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...