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Last Updated: 04/26/2024
in Setup Home Account Pathway: Setup > Account > Generator Type The Generator Type Setup screen is used to establish classifications for the different categories of waste producers that a company serves. Permissions The following permission(s) a...
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Pathway: Reports > Standard Reports > AR > Aging Details The Accounts Receivable (AR) Aging Details report provides a more detailed view of outstanding customer invoices, providing additional information beyond the AR Aging Report. ...
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Logic has been updated to Scale Ticket Format 1 to exclude service record charges that have a Gross Qty of '0.' Pathway: Accounts > Service Record ...
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The Services Notes section of the Service Additional Fields screen has been enhanced to open a new, separate 'Add Service Note' editor, which improves the process of adding service notes. Pathway: Customer Service Screen > Active Serv...
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The "Bank Cleared Date" field has been updated to enable deletion of the date using the keyboard's delete button. Pathway: Accounting > AR Payment Batch ...
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The following keyboard shortcuts that previously used the Command (Cmd) key in Mac have been updated to use the Option (Opt) key: Mac Opt + Shift + S = Search Opt + Shift + C = Create Account Opt + Shift + O = Order Processing Opt + Shi...
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Previously, an issue occurred when using an account template to create a new account: when an address was added, the Service Region field would unexpectedly clear. This has been resolved. Pathway: Accounts > Add Account ...
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Previously, an issue occurred in the Route Management's Current tab: when a new sequence number was entered, the page would jump back to the top of the list. This has been resolved. Pathway: Operations > Route Management ...
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Previously, within the Highlights section on the Customer Service screen, images did not display as expected when the user hovered their mouse over the image icon. This has been resolved. Pathway: Customer Service Screen > Highlights ...
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Previously, when the 'Payment Methods' label in the Customer Portal and an account's AR History was updated to 'Wallet', the change unintentionally impacted other areas where the label was used. Any unintended changes have now been corrected. ...