Popular Articles

  1. AR Aging Management (Accounting) - Screen Selection Updates and Enhancements to Context Menu Actions (17441)

    Last Updated: 01/03/2025 in Release Notes Home Release 74 Accounting - Release 74
    The following updates have been applied to the AR Aging Management screen: Selection Model 1. Left-clicking on row: Left-clicking anywhere within the row will cause the selection of the row. 2.  Right-clicking on row: ...

  2. Reports - Column Added to the Aging AR Reports And Aging AR Details Reports (14673,14674) [Enhancement]

    Last Updated: 01/25/2023 in Release Notes Home Release 67 Reports - 67 Release
    An enhancement has been made to the Aging Report and Aging Details Report to include an 'Over 120' column. Pathway:  Reports > Standard > AR Aging  ...

  3. AR History - Email Indicators Not Displaying Correctly (14900)

    Last Updated: 02/28/2023 in Release Notes Home Release 68 Accounts - 68 Release
    Previously, an issue prevented the email status indicators from displaying correctly on the account's AR History screen for sent and viewed emails. This has been fixed.   Pathway:  Accounts > Search > Accounts (Customer Service Screen) -...

  4. Site - Rate Index % Surcharges Not Displaying in Surcharge Group Window (14885)

    Last Updated: 03/03/2023 in Release Notes Home Release 68 Accounts - 68 Release
    An issue has been resolved that prevented surcharges that use Rate Index % (Setup > Services > Surcharge > Type (field)) from displaying in the Surcharge Group/Surcharge Window. Pathway:  Accounts > Search > Customer Service Screen: Si...

  5. Accounts - On Call Service Reason Codes (15120)

    Last Updated: 04/17/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Options available in the Reason Code drop down for On Call Orders have been corrected to limit to reason codes specific to On Call. In Setup > System> Reason Code , if Type = On Call, the reason code will display. Pathway:  Accounts > S...

  6. Print Manifest (Manifest Consolidation)

    Last Updated: 10/09/2023 in Operations Home Manifest Consolidation
    Printing Manifest  After the customer's work order is billed, a print icon will display for the service in the Service History section in Account Details. Click the printer icon to print the Manifest.  Printing Before Customer's Work ...

  7. Accounts - Account Credit Hold Removal To Run Hourly Rather Than Daily (15265)

    Last Updated: 06/02/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The logic for removing an account from a credit hold status has been enhanced to run on an hourly basis instead of daily.  Pathway:  Accounts > Search > Accounts ...

  8. Dispatch - Health Score Added (14987)

    Last Updated: 06/23/2023 in Release Notes Home Release 69 Operations - 69 Release
    A new Health Score view option has been added to the Dispatch screen. In addition, when viewing routes in Standard and other views, a color coded Health Score status indicator displays next to each route. Hovering over the indicator will display par...

  9. AR Payment Batch - Display of Work Order Number (15469) [Enhancement]

    Last Updated: 07/21/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The Batch screen has been updated to display the work order number under the account name if the payment is associated to a work order (payment was collected on the Payments tab of the Service Record/Work Order). Pathway: Accounting > A...

  10. Accounts - WO Minimum Field Not Reverting Back to '0' With Change to Posting Status (16294)

    Last Updated: 02/07/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Previously, the WO Minimum field did not revert back to '0' when a user changed the Posting Status from 'Posted' to either the 'Pending' or 'Ready To Post' options. This has been resolved. Pathway:  Accounts > Search > Accounts ...
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