-
Last Updated: 02/22/2024
in Accounts Home Notes Pathway: Customer > Search - Accounts The Customer Service screen provides access to a variety of ways notes can be added to accounts/sites, services and work orders. This article provides an overview on the different note types with lin...
-
Pathway: Accounting > Billing This article explains how to process auto-pay from the Billing screen. It's important to note that a billing batch must be posted before auto-pay can be processed. Permissions The following permi...
-
Last Updated: 07/31/2024
in Operations Home Pathway: Operations > Active Dispatch The Active Dispatch screen allows dispatch operators to oversee and manage routes. From this screen, users can use drag-and-drop functionality to assign unassigned work orders to routes, move assigned ...
-
Last Updated: 01/31/2023
in Accounts Home Add Accounts Pathway: Customer > Search > Accounts This article details the process of adding a new contact to an existing account and editing contact information for contacts already on an account. Create a New Contact The following proc...
-
Pathway: Accounts > Search > Account From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form). Permissions The followin...
-
Pathway: Customer Portal > Manage Automatic Payment The Manage Automatic Payments screen allows users to activate automatic payments, choose the frequency and payment method, and input payment details. Manage Automatic Payments ...
-
Pathway: Accounting > AR Payment Batch The AR Payment Batch screen consolidates and manages payments received from accounts. When a payment is received, users can apply it to the account in an existing open AR batch, or create a new batch ...
-
Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Credit Card / ACH Reconciliation The Credit Card/ACH Reconciliation screen provides a list of all credit card and bank ACH transactions within a specified time frame. The results displayed are determined by the filte...
-
Last Updated: 03/29/2024
in Accounts Home Search Pathway: Accounts > Search In the Accounts module, users can search for accounts and sites using various methods. By using the Search Type and filter options, users can narrow down the returned results according to their preferences. ...
-
Pathway: Accounting > Invoice Adjustment - Pending Approval and History The Invoice Adjustment - Pending Approval and History tool is used to approve or reject credit requests and maintain a history of each approval by time period. When ...