Articles
Account Class (Setup) - New 'Enable Duplicate Account and Site Check' Field Added (16529) [Enhancement]
A new setting field 'Enable Duplicate Account and Site Check' has been added to the Details tab in Account Class Setup. The following logic applies to the selection options: Yes: Enables the account/site creation duplication check. This is also th...
Account Request Type/Account Request Management - Department Field Added and Field Name Change (16681) [Enhancement]
The following changes have been applied to the Account Request Type Setup screen and Account Request Management screen: Account Request Type The following changes have been applied in Account Request Type Setup screen: 'Assign to Default'...
Reason Code - 'Service' Label Added to Service Reason Code Types (16832)
Reason codes categorized as "service" now include a "Service" label following the reason code. Pathway: Setup > System > Reason Code ...
Material Type Setup (Setup) - Multiple Screen Updates (16799) [New Feature]
The following enhancements have been applied to the Material Type Setup screen: A Excel Export option was added. A Search bar was added. 'Division' and 'Disposal Location' filters were added to the Material Type Value tab. P...
Available Service Code (Setup) - Enhancements Made to Screen (16281) [New Feature]
The following enhancements have been applied to the Available Service Code Setup screen: A Material Type selection filter has been added. A refresh icon was added. The Add and remove action buttons were replaced with an Availability drop down ...
Available Charge Code (Setup) - Screen Enhancements (16282) [New Feature]
The following enhancements have been applied to the Available Charge Code Setup screen: 'Equipment Type' and 'Material Type' selection filters have been added. A refresh option has been added. The 'Add' and 'Remove' action buttons were replace...
Account Class (Setup) - Updates to Finance Charges / Late Fees (16821, 16831, 16823) [New Feature]
Setup of Insufficient Fund Fee and Credit Hold Placement Fee Pathway: Setup > Account > Account Class The following changes have been applied to the Finance Charges and Other Fees tab in Add/Edit Account Class: Previously, this tab...
Bill Group Setup (Setup) - Past Due Amount Renamed To Minimum Invoice Amount (16845)
The following change has been applied to the Add/Update Bill Group screen under the Notifications tab: the 'Past Due Amount' field has been renamed to 'Minimum Invoice Amount'. Pathway: Setup > Accounting > Bill Group ...
Available Charge Code Setup (Setup) -Screen Not Retaining Search Results and Selected Record (16852)
An issue has been resolved where the search results and selected record would clear after assigning a service region to a charge code in the Available Charge Code Setup. Pathway: Setup > Services > Available Charge Code ...
Role Setup (Setup) - Add/Edit Role Screen Gets Stuck in Continuous Reloading (16904)
Previously the Role Setup screen was getting stuck in a reloading loop after adding/editing a Role. This has been resolved. Pathway: Setup > System > Role ...
Document Format Setup (Setup)- Error Received When Adding New "Form" Format Type (16902)
Previously, when adding a new Document Format using Form Type "Form" and attempting to save it, an error message would appear preventing saving. This issue has been resolved. Pathway: Setup > Document Formats > Format ...
Notification Template (Setup)- Inactive Templates Still Appearing Available For Use (16870)
An issue has been resolved that allowed inactive notification templates to display for selection when sending out notifications such as emails. Pathway: Setup > System > Notification Template ...
Bill Group Setup - Logic Changed To Minimum Invoice Amount Field (16843)
The logic for the Minimum Invoice Amount field has been updated to trigger a past due notification if an individual invoice is past due by the specified amount. Previously, the system considered the total Accounts Receivable (AR) Aging for a site ...
System Options Setup (Setup) - New Setting Added to Account Tab (16911) [New Feature]
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 > ...
Division Setup (Setup) - New Field Added for Invoice Adjustments (16834) [New Feature]
In Division Setup, an optional setting field ‘Adjustment Amount Requiring Two Approvals’ has been added. If a value is entered for this setting, a secondary approval will be required for invoice adjustments that exceed that amount. Approvals are c...