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The Route Management map now displays the route number alongside the corresponding day of the week for each stop. Pathway: Operations > Route Management ...
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The Invoice Adjustment screen has been updated to order surcharges and taxes by the service or charge code they are attached to. Pathway: Accounts > Customer Service Screen > AR History > (right click on invoice) View Details / Adjust I...
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Two new filter options, "Inactive More Than 60 Days" and "Inactive Less Than 60 Days," have been included in the Status drop down menu on the Site Search screen. This filter is not applied if both options are selected at the same time. P...
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A new 'VIP' priority indicator has been added to the Add/Edit Site screen to designate service locations with VIP status. When selected, this indicator will appear on the Customer Service screen, in Dispatch on the Services List, and on the driver...
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The following changes have been made to Invoice List Past Due Dunning Letters and Past Due Dunning Letters: The remittance address of the division will display in the upper left corner of the letter. The division name/address and customer name...
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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 ...
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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...
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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 ...
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Last Updated: 05/31/2023
in Setup Home Operations Pathway: Setup > Operations > Fuel Source The Fuel Source tool is used to record the fueling locations used by trucks. Fuel source information is displayed in Dispatch under the Productivity view. Add Fuel Source Field De...
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An issue has been resolved that prevented the division logo from printing on the services calendar in the Customer Portal. Pathway: Customer Portal > Current Services > select Print Calendar > select Print Icon ...