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Pathway: Accounts > Search > Accounts Manual charges provide flexibility to apply additional fees to a site for reasons such as special requests, extra materials, and miscellaneous expenses. Permissions The following permi...
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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...
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Pathway: Accounting > Invoice Adjustment - Pending Approval and History The Adjustment History and Pending Approval screen is used to approve or reject invoice adjustments and maintain a history of each approval by time period. When a...
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Last Updated: 07/16/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Bill Group Bill Groups establish the billing settings an account will follow and are assigned when an account is created. Because accounts may share the same billing criteria, a Bill Group can be assigned to...
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Last Updated: 12/02/2024
in Accounts Home Order Processing
Pathway: Accounts > Order Processing The Order Processing screen offers a platform to review new customers (and their services), service changes for existing customers and online on-call orders received from the portal. It allows for adj...
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Last Updated: 12/02/2024
in Accounts Home Services
Pathway: Customer > Search > Accounts Active Services display on the Customer Service screen within the Active Services section as well as in the Calendar on the servicing date. This article provides a basic understanding of the active...
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Pathway: Accounting > Billing This article details processing auto pay payments for a future date using the Billing tool. Scheduled auto pays display in Accounting > AR Payment Batch for future processing. Batch must be poste...
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Pathway: Operations > Route Management > Current (Tab) The Current tab displays a list of service locations (stops) that are assigned to a route. Changes made to a stop from the Current tab are permanent. If this a one-time change, t...
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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. ...
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Last Updated: 03/27/2024
in Database Home Pathway: Database > Send Bulk Emails The Bulk Email screen is used to send large email campaigns to a select customer group using group filters. This tool requires the selection of a Notification Template. Notification templates are create...