Popular Articles

  1. Permissions (System) - Permission Changes - Action Needed (16530) [Enhancement]

    Last Updated: 03/22/2024 in Release Notes Home Release 72 Setup - Release 72
    The following changes have been applied to permissions: Permission 92 (Override Work Order Charge Rate) was a duplicate of permission 336 (Edit Charge Code Rate for Work Order) and has been removed. Permission 326 has been renamed from "Mo...

  2. AR Payment Batch (Accounting) - Search Updates Including Addition of Shortcut Key (16523) [New Feature]

    Last Updated: 04/19/2024 in Release Notes Home Release 72 Accounting - Release 72
    The following enhancements have been made to the AR Payment Batch screen: Search and Add Accounts/Sites To search and add accounts and sites to the batch, an 'Add' icon has been introduced. Additionally, the search can also be initiated by selec...

  3. Edit Service Record (Accounts) - Switch Work Type on Service Records Option Available (16833) [New Feature]

    Last Updated: 05/30/2024 in Release Notes Home Release 73 Accounts - Release 73
    Switch Work Type on Service Record A green 'switch' button has been added to the Service Record screen, allowing users to switch work types for 'Scheduled' and 'On Call' services. This option is only available to work types that have 'Allow Swi...

  4. Recent Activity and Sales Rep (Homepages) - Year Added To Date (16769)

    Last Updated: 07/23/2024 in Release Notes Home Release 74 Home - Release 74
    The date format on the Recent Activity and Sales Rep homepages now includes the year. Pathway:  Homepage ...

  5. Service Record - Charges Tab Relocated (14865) [Enhancement]

    Last Updated: 02/22/2023 in Release Notes Home Release 68 Accounts - 68 Release
    The Charges tab on the Service Record has been moved to the first position in the Service Detail tab set.  Pathway: Accounts > Search > Work Order ...

  6. Accounts - Term Field Updates for Prepayments (15242)

    Last Updated: 06/20/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An enhancement has been made to the Term field in Add/Edit Account for prepayments. When the Prepaid option is selected for an account, the Minimum Prepaid Balance field becomes available and requires users to enter a balance greater than '0'.  ...

  7. Unapplied Management - Unapplied Total Incorrectly Calculated Unapplied Amounts (16164)

    Last Updated: 01/19/2024 in Release Notes Home Release 72 Accounting - Release 72
    An issue has been resolved that caused the Unapplied Total from correctly calculating the selected unapplied amounts (Payment, Deposit and Adjustments). Pathway:  Accounting > Unapplied Management ...

  8. Reports/Accounts - 'Sales Results Net New' Report and Rate History Screen Reason Code Updates (16310)

    Last Updated: 02/09/2024 in Release Notes Home Release 72 Sales - Release 72
    Sales Results Net New  Pathway:  Reports > Analysis > Sales Results Net New The Sales Results Net New screen has been updated to include a Reason Code column. If the user has permission 392 (Edit Reason Code in Sales Results and Histor...

  9. Search (Accounts) - New Search Type Added (16638) [New Feature]

    Last Updated: 04/19/2024 in Release Notes Home Release 72 Accounts - 72 Release
    A new Search Type 'Account ID' has been added to Accounts Search and will perform an exact search on Account ID or Old ID. Pathway:  Accounts > Search > Account ID ...

  10. Accounts - Disposal / Ship 'Quantity' Not Matching Charges 'Gross Quantity' (16716)

    Last Updated: 05/15/2024 in Release Notes Home Release 73 Accounts - Release 73
    In the Service Record, the discrepancy between the value shown in the 'Gross Quantity' field in the Charges tab and what was input in the 'Quantity' field in the Disposal / Ship tab has been resolved.   Pathway:  Accounts > Serv...
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