[Archive] Release Version 65

The AR Period drop down field in the Pending and Posted tabs of the GL Batch Processing tool have been updated to list all AR periods that have an AR record.  

Pathway: Accounting > GL Batch Processing

The following enhancements have been made to the Credit Card Expiration tool:

1. Added a new Active Services filter with options: All (default), Yes and No. 

2. Added a new 'Active Services' column to indicate if the credit card is linked to any active services currently being billed for. 

3. Addition of the 'Send Credit Card Expiration Notification' right-click option. If selected, a credit card expiration notification is immediately sent to the billing contacts on the account. Contacts may receive the notification in either text or email form depending on their notification contact preferences. 

Pathway: Accounting > Credit Card Expiration

Logic has been updated to the Un-post option for posted batches. If a posted batch includes at least one payment that was reversed or transferred (includes both full or partial transfers), the batch cannot be un-posted. 

Pathway: Accounting > AR Payment Batch

Previously, the 'Un-post' option was available to un-post credit card and electronic payment batches. This option has been disabled for batches that include credit and electronic payments.

Pathway: Accounting > AR Payment Batch

A new notification template has been created to notify an account's billing contacts that the credit card on file will soon expire. Notifications are triggered 30 days from, 7 days from and the day of expiration. Billing contacts will receive notifications in the form of either a text or email based on their notification preference setting. 

Pathway: Accounting > Credit Card Expiration; Setup > System > Notification Template - Credit Card Expiration

Previously, an issue was causing an error message to display when a user attempted import a file into AR Payment Batch. This has been fixed.

Pathway: Accounting > AR payment Batch

Logic has been updated to Customer AR History to prevent the reversal of invoices if the invoice is referenced in a more recent invoice. Only the latest invoice for an account/site can be reversed IF the posting period is still open. Reverse will not display if the invoice cannot be reversed.

Pathway: Customer > Search > AR History (Displays in Customer details)

Single invoices generated from a customer's account have been updated to allow users to add or remove service record line items before generating the invoice. With this change, recurring services will display grouped together as one line item and a unique record will display for each manual charge and work order.  

Pathway: Customer > Search > AR History (Customer Details)

Article: Generate Single Invoice

A fix has been made to the Login History tab in Edit Portal User for account contacts. Previously, when viewing the contact's 'Login Time' from the Login History tab, the time displayed did not match the time displayed in the Details tab or anywhere else the login timestamp displays. This has 

been fixed so all timestamps display the same local time of the account.

Pathway: Customer > Search > Contacts

An enhancement has been made to the target field in the bulk update tool. Division is now an available option in the Target Field drop down when Account has been selected in the Target Table.

Pathway: Database > Bulk Update

We have now added an Excel Export icon in upper right corner of screen. 

Pathway: Database > Notification History

We have added a Division Filter to the Drop Down section at the top left of the screen.

Pathway: Database > Notification History

We have now added a drop down check box selection of options and 2 columns to display the Status and Source. Once the status has been changed it will be reflected in the column as well as the source in the column next to it. 

Pathway: Operations > Manifest Consolidation

The Fuel Records screen has been updated to include the following additional fields:

• Fuel Source - Click within the column and select the fuel source from the drop down options. Fuel sources are added in Setup > Operations > Fuel Source.

• Fuel Type - Click within the column and select the fuel type from the drop down options. 

• UOM - Click within the column and select the UOM from the drop down options. 

• Cost - Click within the column to enter the fuel rate. 

• Attachment - Select within the column to attach photos and attachments to the fuel record. Formats allowed: PDF, PNG, JPEG. 

• Note - Text field to record any notes (if needed).

Pathway: Operations > Dispatch - Route Productivity (View); Setup > Operations > Fuel Source

A Ticket Number column has been added to the Route Disposal Records screen and displays the ticket number the driver received from the disposal location. 

Pathway: Operations > Dispatch (Route Disposal Record)

Edit functionality has been added to disposal records for the Total Cost field. Changes made to Total Cost will update the Disposal Rate on the disposal record.

Pathway: Operations > Dispatch

A new feature has been added to track when a driver has visited the yard in the Driver Timeline. This feature requires additional setup in Setup > Operations > Yard  to identify the yard's location and to establish a geofence radius (meters) that will detect when the truck has entered the yard. In addition, the Yard setup tool includes the ability to manually update the yard's location by pin movement using a Mapping tool.

Pathways: Setup > Operations > Yard; Operations > Dispatch

Disposal/Ship Record - Automatic Conversion of the Disposal Rate’s UOM to Calculate Cost

Setup

Operations - New Alert Notification Type (13389) [Enhancement]

A new Notification Type 'Service In Progress' has been added to Alerts in Setup > Work Type. Customers will receive the 'Service In Progress' notification once the status of the work order has changed from Scheduled to In Progress. To enable the notification: 

• Create an email template and attach it to the Notification Type 'Service In Progress'

• Select the green '+' icon for the notification 

Pathway: Setup > Operations > Work Type

Service Code - Screen is Experiencing a Longer Load Time (13842)

A performance issue was causing the Service Code screen to take longer to load. This has been fixed.

Pathway: Setup > Services > Service Code

Notification Template -New Key Paths added to Proposal Template (13307) [Enhancement]

A new Key Path has been added to the Proposal notification template. When Proposal is selected for the template Type, 'gained_or_lost_competitor' becomes an available option in the Key Path list.

Pathway: Setup > System > Notification Template

Equipment Type (Services Setup)- Capacity Planning Volume UOM not saving (13889)

Previously, when a user tried to update the 'Capacity Planning Volume UOM' field in the Equipment Type setup editor, an error triggered and the field did not save. This has been fixed.

Pathway: Setup > Service > Equipment Type

Dispatch - Reschedule Notifications Not Sending For Bulk Reschedules (11483)

When rescheduling multiple service records at the same time from the Services List in Dispatch, reschedule notifications were not generating. This has been fixed. 

Pathway: Operations > Dispatch (Services List)