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Pathway: Accounting > Invoice Adjustment - Pending Approval and History The Adjustment History and Pending Approval screen is used to approve or reject invoice adjustments and maintain a history of each approval by time period. When a...
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Pathway: Customer > Search > Accounts The View Details / Adjust Invoice feature allows you to review all charges on an invoice and either reduce the amount owed or apply a full credit to the invoice. Permissions The follo...
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Last Updated: 03/31/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and ...
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Last Updated: 05/03/2024
in Setup Home Setup - Other
The following article details the setup to define and limit what charge codes are added to different types of work orders. Permissions The following permissions apply: Permission ID Permission Name 24 Setup / Opera...
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Last Updated: 01/26/2026
in Setup Home Services
Pathway: Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
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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: 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 Th...
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Last Updated: 12/02/2024
in Accounts Home Services
Pathway: Customer > Search > Accounts Active Services display on the Customer Service screen within the Active Services section as well as in the Calendar on the servicing date. This article provides a basic understanding of the active...
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Pathway: Operations > Dispatch - Services List This process works one day behind the current day to post charges for services completed. Select ‘Work Order Posting’ f rom the drop down field located under the ‘To’ and ‘From’ date fie...
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Last Updated: 03/20/2026
in Accounts Home Services
Pathway: Customer > Search > Accounts The following process applies to scheduling on-call orders. Fields in red are required and must be completed in order to save and schedule the order. Fill in any additional fields based on your com...