Popular Articles

  1. Site Status - "Bad Debt" No Longer Available as a Site Status (16541)

    When an account with a single site is updated to a "Bad Debt" status, the logic has been updated to prevent the Site status from being changed to "Bad Debt." Furthermore, "Bad Debt" is no longer an available status in Site Status History. ...
  2. Route Management (Operations) - Map Marker Colors Enhanced (16790)

    An enhancement has been made the Route Management Map to change the colors of the map markers to better stand out against the map background. Pathway:  Operations > Route Management  ...
  3. Contacts (Accounts) - Warning For Blocked Email Addresses (16666) [New Feature]

    An enhancement has been made for accounts set to 'Email With Link' or 'Email with Attachment.' If a billing contact's email is on the email blocklist, a red exclamation point icon will appear on both the account screen and the contacts screen. Whe...
  4. Assigned Tasks - Name Changed To Task Management and Other Enhancements Made - (16961)

    The following changes have have been applied to the Task Management screen that was previously called "Assigned Tasks:" Division and Priority filters have been added as available filtering options.  Columns 'Division' and 'Type' were added. Di...
  5. Vacation Holds (Accounts) - New End Date Field Added to Vacation Hold Status (16938) [New Feature]

    In Site Status History, if "Vacation Hold" is selected as the new site status, an optional "End Date" field will display. If an end date is entered, the system will automatically reinstate the site to an active status on the specified end date ent...
  6. Line of Business (Setup) - NavuNav (Android) Setting Added (17070) [New Feature]

    A new 'Service Description Display' field has been added to the Mobile tab for a Line of Business. This change affects how the service description is displayed to drivers in NavuNav (Android). Pathway: Setup > Services > Line of Business...
  7. AR Payment Batch (Accounting) - Updates to Divisions (17384, 17385) [New Feature]

    Warning Message Removed Previously in AR Payment Batch, a warning message would display if the searched account did not match the batch's division. With this update, the warning message has been removed. ...
  8. AR Payment Batch (Accounting) - Screen Update for Posted Batches (17954)

    The AR Payment Batch screen has been updated to disable the Deposit and Auto Apply fields for posted batches. Additionally, the 'Apply,' 'Delete,' and 'Pencil' icons (not shown)  are now hidden once the posted batch is closed. Pathway: ...
  9. Accounts - Inactive Account Class Displays in Account Class Drop Down (14908)

    Previously, an issue was identified in Accounts that allowed inactive account classes to display in the Account Class drop down. This has been fixed. Pathway: Accounts > Add Account; Setup > Account > Account Class   ...
  10. AR Aging Management - Past Due Letters Not Generating (14457)

    An issue has been resolved that caused a blank page to generate for past due notifications if the 'Exclude Invoice By Email Account' was checked. Pathway :  Accounting > AR Aging Management > select Accounts > select Print ...