-
Last Updated: 03/04/2024
in Accounting Home Pathway: Accounting > Auto Pay Management The Auto Pay Management screen offers a comprehensive view of all accounts set up for auto-pay. This screen is divided into two tabs: one for accounts scheduled for auto-pay and another for billing au...
-
Last Updated: 12/02/2024
in Setup Home System
Pathway: Setup > System > Division This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. ...
-
Last Updated: 12/04/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...
-
Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Invoice Notification Monitoring The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...
-
Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an ...
-
Pathway: Operations > Route Management > Pending (tab) The Pending tab displays a list of service locations and their associated schedule records that have not been posted to a route. Once assigned a route, the location can be viewed fro...
-
Last Updated: 11/20/2024
in Accounts Home Accounts Screen
Pathway: Account > Search > Select Account The current status of a site is shown in the Site Details section of the Customer Service screen. Click the status to open the Site Status History popup editor, where you can view the status ...
-
Last Updated: 04/10/2025
in Setup Home Services
Pathway: Setup > Services > Equipment Type For each type of equipment services may include, an Equipment Type record must exist. Equipment types are specific to the Line of Business they are assigned and display in multiple locations inc...
-
Last Updated: 03/31/2025
in Setup Home Operations
Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that...
-
Last Updated: 01/12/2024
in Sales Home Rate Update Batch Pathway: Sales > Rate Update Batch The Rate Update Batch tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch: Site Service Batch or ...