Popular Articles

  1. Dispatch - Enhancements to Fuel Record Screen (16430) [Enhancement]

    The Fuel Record screen in Dispatch has been updated with the following enhancements: An attachments icon now displays next to the attachments column, enabling users to upload attachments to the fuel record. Users have access to a view/download...
  2. Account Calendar - Logic Updated to Event Sorting in Calendar (16489) [Enhancement]

    Calendar visibility has been enhanced for days with multiple events and user views at a site. Key improvements include: User views If more than one user has viewed the site, a total count of user views will display. Hovering over the count w...
  3. Customer Service Calendar (Accounts) - Portal Login Time Displaying Incorrectly (16653)

    An issue has been resolved that caused the incorrect time to display in a tool tip indicating the last login time for portal users. Pathway:  Accounts > Search > Accounts > Calendar ...
  4. (Contacts) Accounts - 'Email to Contact' to Include Contact's Title and Label (16804, 16818)

    When emailing out things such as statements and invoices, the 'Email to Contact' field has been updated to include the contact's title (if one exists) and their billing contact label if they are a billing contact. Pathway:  Acc...
  5. AR History (Accounts) - Chargebacks Not Showing in AR History (17066)

    A fix has been deployed to resolve the issue where chargebacks were not showing on the AR History screen after a payment reversal. Pathway: Accounts > AR History ...
  6. Database Query (Database)- New Fields Added to Work Order (17124)

    Two new options have been added to the Work Order entity's Database Query: Equipment Volume and Service Note. Pathway:  Database > Database Query ...
  7. GL Transaction Processing (Accounting) - Update to Batch Grouping to Seperate Merchant Activity from Non-Merchant Activity (16731) [New Feature]

    In GL Transaction Processing, merchant activity is now distinguished from non-merchant activity with the introduction of a new 'Credit Card/eCheck Batch' type. Pathway: Accounting > GL Transaction Processing ...
  8. Setup (Accounting) - GL Account Setup Type Column (14649)

    The 'Type' column has been removed from the GL Account Setup screen. Pathway:  Setup > Accounting > GL Account 
  9. Work Order - Scanning Labels Logic Updated for Receipt Timestamp (14732)

    Logic has been updated to the scanning labels receipt timestamp to pull from the local browser time. Pathway: Accounts > Search - Work Order / Invoice / Reference / PO ...
  10. Dispatch - Logic Update to the Start Date Field in Add Disposal / Ship Record and Add Route Disposal (14284) [Enhancement]

    Default logic has been added to the Start Date field on the Service Record's Add Disposal / Shipment screen and to the route's Add Route Disposal screen to populate using the route date. Pathways:  Operations > Dispatch > open Se...