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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. ...
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Last Updated: 01/23/2025
in Setup Home Accounting
Pathway: Setup > Accounting > GL Account
A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific accounts, gi...
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The Create On Call Order pop-up editor has been updated to include the following information: Site ID, Name and Address EPA (if one exists) Terms / Payment Required Phone number Contact (account contact, if one exists) Business Hours - a...
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The following modifications have been applied to the Account Request screen: Linked Items and Photos have been separated into distinct tabs for improved organization. The Photos tab now allows for the attachment of multiple photos, expanding the ...
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In order to maintain consistency with other sections of the product, we have moved the "add site" icon to the left side of the Site Search screen. ...
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An issue has been resolved that caused longer division names and email addresses to get cut off on printed statements. Pathway: Accounts > Search > Accounts ...
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An enhancement has been made to Navu Projects to add 'Completed' and 'Hold' filter options to the Task Status filter. Pathway: Home > Navu Projects ...
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Proposals can now be configured to require either a single pre-authorization or two pre-authorizations before being sent to a customer. Additionally, the Proposal screen has been updated to include settings for Terms Addendum and Surcharge Rates. ...
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An enhancement now supports the 'Every 2 Weeks' billing frequency, automatically creating the next billing cycle batch once the current one is marked 'Completed.' Pathway: Accounting > Billing ...
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Last Updated: 02/20/2025
in Accounts Home
Service bundles are predefined groups of services tailored to specific geographic regions, ensuring customers see only the options available to their location. These bundles streamline the selection process and enhance user experience. Service bun...