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Last Updated: 01/16/2025
in Accounting Home Billing Pathway: Accounting > Billing This article details the Pre-billing work flow that should be followed to prevent billing errors and revenue loss. This process is completed in the Billing tool for billing batches marked 'Not Started'. ...
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Pathway: Operations > Route Management > Re-Number (Tab) Use the Re-Number tab in the Route Management tool to re-number stop sequences for one to multiple routes at a time. Re-Number a Route Re-numbering can be done to a single...
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Last Updated: 11/05/2024
in Accounts Home Add Accounts Pathway: Account > Add Account
Before adding a new account, consider searching for the account to verify one hasn't already been created. Otherwise, upon selecting Create Account the system will check for duplicates. In the A...
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Pathway: Customer Portal > Manage Automatic Payment The Manage Automatic Payments screen allows users to activate automatic payments, choose the frequency and payment method, and input payment details. Manage Automatic Payments Fie...
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Last Updated: 01/16/2024
in Operations Home Dispatch Pathway: Operations > Dispatch Use the Dispatch Route Notification and Service Notification tools to send notifications about routes and services to contacts associated with specific locations on a single route or multiple routes simulta...
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Last Updated: 02/23/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search - Customer Service Screen Efficiently modify details for either a parent account or a site by using right-click functionality to access the account and site editor screens. Permissions The followi...
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Last Updated: 11/05/2024
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class establishes the criteria an account, or group of accounts, follow in their billing and payment processing practices. Account class is assigned to an account when the account is creat...
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Pathway: Accounts > Search > Account From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form). Permissions The fo...
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Pathway: Accounting > Billing This article explains how to process auto-pay from the Billing screen. It's important to note that a billing batch must be posted before auto-pay can be processed. Permissions The following permi...
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Pathway: Operations > Inventory Management The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid. The upper grid pre...