Popular Articles

  1. Invoice Display - Screen Updates (15955) [Enhancement]

    Last Updated: 11/08/2023 in Release Notes Home Release 71 Accounts - Release 71
    Improvements have been applied to the format and display of the 'Account Balance Due' and  'Past Due'  fields, along with the 'Make a Payment' button for invoices. Additionally, a "Login to Portal" link has also been added.  Pathway: Ac...

  2. Dispatch - Enhancement to Screen for Unassigned Routes (16501) [Enhancement]

    Last Updated: 03/14/2024 in Release Notes Home Release 72 Operations - Release 72
    On the Dispatch screen, if a route is not assigned to a record, 'No Route Assigned' will be displayed in red text, and the background color of the row will be highlighted in red. Pathway:  Operations > Dispatch ...

  3. AR History - Account Statements To Use Bill Remit Address (16660) [Enhancement]

    Last Updated: 04/15/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The address used for account statements has been updated to utilize the Bill Remit Address from Division Setup rather than the Legal Address. Pathway: Accounts > Search > Accounts ...

  4. Customer Service Screen (Accounts) - Geocoded Stops Reseting to Default Location (16800)

    Last Updated: 05/15/2024 in Release Notes Home Release 73 Accounts - Release 73
    In scenarios where a service location pin was moved and saved, any updates made to the site would cause the service location to revert back to the default location. This has been resolved. Pathway: Accounts > Customer Service Screen > G...

  5. Add Menu (Accounts) - 'Add Menu' Reorganized and Option Added (16936)

    Last Updated: 06/25/2024 in Release Notes Home Release 73 Accounts - Release 73
    The Add Menu for accounts and sites has been reorganized and 'Account Request' has been added to the list of available options. Pathway:  Customer Service Screen > '+' Menu ...

  6. (Active Services) Accounts - Add/Edit Service Frequency Error Message (17268)

    Last Updated: 10/09/2024 in Release Notes Home Release 74 Accounts - Release 74
    In the Add/Edit Active Service screen, if 'Frequency' and 'Days' did not match, the Save button was inactive without an explanation. The logic has been updated to display a message indicating that the Frequency does not align with the number of se...

  7. Tasks - Task Count Logic Updated (14053)

    Last Updated: 01/29/2023 in Release Notes Home Release 66 Accounts - 66 Release
    Logic has been updated to Task 'count' to only include the logged in user's assigned tasks in the red bubble displayed above the Task icon. Pathway: Tool Bar > Tasks Icon ...

  8. Payment Receipt - Account ID Added to Payment Receipt (14475) [Enahancement]

    Last Updated: 04/03/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The payment receipt's format has been updated to display the Account ID under the Payment Date. Pathway: Accounts > Search > AR History (Customer Service Screen) Version: 69 ...

  9. Accounts - Auto Pay Option Added to AP Payment Methods (14746) [Enhancement]

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The 'Auto Pay' option has been added to the Default Payment Method for an account and will display in AP Check Batches. Pathway:  Accounts > Search > Accounts (Customer Service Screen) > right click Edit Account ...

  10. Accounts - Inbound/Outbound Work Order Status Not Updating Posting Status (16241)

    Last Updated: 01/25/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The logic for the Work Status of Inbound/Outbound work orders has been enhanced to automatically update the Posting Status to "Posted" when the Work Status is set to "Received - Completed" and saved. Pathway:  Accounts > Search > Ac...
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