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The logic in AR Payment Batch has been updated to prevent un-posting a batch if it includes a payment transfer. If the Un-Post button is disabled, a message will display at the bottom of the screen, indicating one or more payments in the batch inc...
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Last Updated: 02/15/2023
in Setup Home System Pathway: Setup > System > Department Department Setup populates the list of options in the Department field when adding or updating a user account. Assigning departments to user accounts helps in daily operations such as managing tasks....
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Last Updated: 04/27/2024
in Setup Home Account Pathway: Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when creating an appointment for an account. Permissions The following permissions a...
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Calendar and Rate History in the Customer Service screen have been updated to display the Rate Update Batch and the Rate Update Batch Note upon hover. ...
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On the Create Invoice screen, if the Generate Invoice button is disabled, users will see the following reason displayed: "Unable to generate invoice; this account is part of an in-progress billing batch." Pathway: Accounts > Customer Se...
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In NavuNav (Android), 'Do Not Service' servicing logic was updated to allow drivers to service the stop, take photos, and add tasks. Residential Mode: the screen was updated to display a popup window with 'Do Not Service' and the reason code in r...
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The following updates and fixes have been applied to the Photos tab in Photos, Attachments, Purchase Orders and Waste Profiles: The Work Order # column has been renamed to Source and now displays the ID of the source associated with the phot...
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Manifest Consolidation is the process of combining waste material into one manifest for transfer to a location where it will be destroyed. This article details the setup required for a route and the driver's collection process. Routing Pathw...
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A reported issue has been resolved that prevented the user names from displaying in the User drop down if "Hourly Breadcrumb" was selected for the Location Type. Pathway: Sales > Maps > User Location ...
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The tooltip that displays for nearby service locations to a searched location has been updated to include its Service Region and Tax Region information. Pathway: Accounts > Search ...