-
The issue of inactive credit cards still being available for payment processing has been resolved. Additionally, the 'Post Payment' icon will now be hidden for inactive payment methods. Pathway: Accounts > Search > Accounts ...
-
The Bank Account drop down option in Create AR Payment Batch has been revised to restrict accounts to those linked to divisions accessible by the user. Pathway: Accounting > AR Payment Batch ...
-
An enhancement has been made to the Customer Portal, removing the display of 'prospect' accounts. Pathway: Customer Portal ...
-
The timestamp discrepancy between the timestamp on the Edit Service Record screen and the timestamp on the Services List screen has been resolved. Pathway: Operations > Dispatch ...
-
A new Broker Group field has been added to the Add/Edit Account screen. To enable this field, the following setup is required: In Setup > System > System Options , under the Account tab, 'Require Broker Group For Broker Account Class Type' mus...
-
Enhancements have been made to track the user who created a refund request. This information can be viewed in the History tab of the new Edit Refund Request popup window, accessible by double-clicking the refund request in the Customer Service scr...
-
Last Updated: 02/12/2025
in Setup Home Account
Pathway: Setup > Accounts > New Site Template New Site Template Setup is used to help streamline the Add Site process with preconfigured field selections. This feature reduces the amount of manual entry, ensuring that the site setup pr...
-
Site Surcharge Pathway: Accounts > (Site section) > Select Surcharge Group (Note - a surcharge group must be assigned to display) The following changes have been applied to the Site Surcharge Rates window: The Type column has been relocated...
-
The following changes have been applied to the Batch Details screen (in AR Payment Batch, select a batch to view its details): Sorting has been enhanced to include: Balance, Status, Entry Order and Account #. Notes that are added to the paymen...
-
In the Billings Settings section of Add Site, for accounts with 'Bill By Site' enabled, the 'Bill to Selection' field will automatically default to 'Invoice Mailed to Account Address.' Pathway: Accounts > Add/Edit Site ...