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Accounts An enhancement has been applied to allow editing of the Division field for accounts. Previously, attempting to edit this field when an Accounts Receivable (AR) record existed would result in an error message. For this enhancement, a...
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'Sequence' and 'Completion Time' have been separated into two separate columns in the Completion Report export. Columns have been manually hidden in the screenshot for purposes of capturing the change. Pathway: Operations > Dispatch...
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Logic has been updated to Task 'count' to only include the logged in user's assigned tasks in the red bubble displayed above the Task icon. Pathway: Tool Bar > Tasks Icon ...
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Previously, an issue prevented the email status indicators from displaying correctly on the account's AR History screen for sent and viewed emails. This has been fixed. Pathway: Accounts > Search > Accounts (Customer Service Screen) -...
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Default logic has been added to the Start Date field on the Service Record's Add Disposal / Shipment screen and to the route's Add Route Disposal screen to populate using the route date. Pathways: Operations > Dispatch > open Se...
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Options available in the Reason Code drop down for On Call Orders have been corrected to limit to reason codes specific to On Call. In Setup > System> Reason Code , if Type = On Call, the reason code will display. Pathway: Accounts > S...
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The logic for removing an account from a credit hold status has been enhanced to run on an hourly basis instead of daily. Pathway: Accounts > Search > Accounts ...
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The Batch screen has been updated to display the work order number under the account name if the payment is associated to a work order (payment was collected on the Payments tab of the Service Record/Work Order). Pathway: Accounting > A...
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Pathway: Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report provides a detailed transaction history for all sites associated to an account. Permissions Permission ID Permis...
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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...