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A 'Not Applicable' option has been added to the list of options for the Default Payment Method field. This is the default selection for imported accounts that have a blank/null AP Default Payment Method. Pathway: Accounts > Account Deta...
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In both the Site Surcharge Rates and Surcharge Management screens, the override option is disabled when the Franchise Fee is set to 'Yes.' In the Site Surcharge Rate screen, the action icon is hidden, while in Surcharge Management, the hyperlink fo...
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The logic for the notification icon indicating when a customer has viewed the invoice has been updated. The email icon will turn green (indicating the invoice has been read) under the following circumstances once the invoice is viewed from: The...
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The following changes have been made the the AR Aging Management screen: A drop down selection box has been added, offering two screen view options: Account Information or Contact Information. The Account Information view will retain t...
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The following changes have been applied to the Account Request Type Setup screen and Account Request Management screen: Account Request Type The following changes have been applied in Account Request Type Setup screen: 'Assign to Default'...
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In Dispatch, the Line of Business label has been renamed to 'Route Primary Line of Business.' Pathway: Operations > Dispatch ...
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The Site ID hyperlink has been enabled on the Edit Service Record screen from the Dispatch Services list. Clicking the hyperlink opens the site in the Customer Service screen, which will also include a back button to return to the Services List ...
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Previously, an issue prevented the count for Credit Cards On File from displaying on the account's AR History screen. This has been resolved and Credit Cards on File has been renamed to Payment Methods On File . In addition, a Refresh button has ...
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An issue has been resolved that prevented the link in the Email Statement from opening correctly by the recipient. Pathway: Accounts > Account (Customer Service Screen) > AR History ...
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The Service History grid on the Customer Service screen has been updated with the following: The Qty field has been renamed to 'Service Qty'. A new column, 'Charge Qty' has been added . Pathway: Accounts > Account (Customer Service Scr...