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Functionality has been added to enable the linking of site services. When an active service is added to, or already exists on an account, supplementary services like a "locking bar" can be included and associated with it. Upon linking services, a ...
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The logic for the "Payment Required" calculation in the Electronic Signature screen has been updated for both scenarios: calculating recurring services without taxes and surcharges, and calculating recurring services with taxes and surcharges. ...
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The issue that prevented the truck name from displaying in the Vehicle Info column on the service record's Disposal/Ship tab has been resolved. Pathway: Accounts > Search > Accounts ...
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A new setting option 'Account and Site Division Must Match' was added in System Options Setup and when enabled, will require newly created accounts and sites to have the same division. Pathway: Setup > System > System Options > ...
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In Database Query, 'Active Services Tiered Pricing Rates' has been added as an option in the Entity drop down. Pathway: Database > Database Query ...
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The Period drop down in the Invoice Adjustment screen has been updated to show only the current period and the previous period, provided the previous period remains open. Pathway: Customer Service screen > AR History > [right-click on] ...
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A new Revenue Analysis report is available in Reports > Analysis. After a report Type has been selected, use the filtering options to further limit what is returned. Load must be selected each time a new selection is made to Type or any of the fil...
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The Customer Portal has been updated to provide portal users the option to manage their paperless billing preference. Requirements: The portal user must be a billing contact OR an account contact for an account that has no billing contacts ...
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Last Updated: 06/13/2023
in Setup Home Operations Pathway: Setup > Operations > Transporter The Transporter Setup page is used to add all the transporting options needed to complete Services. Add Transporter Field Descriptions Field Descriptions Name Re...
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Total Recurring has been added to display in all Active Services views. Total Recurring is the sum of all rates for recurring services. Pathway: Accounts > Search > Account (Customer Service Screen) > Active Services section ...