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Last Updated: 04/17/2026
in Setup Home Accounting Pathway: Setup > Accounting > Collection Group / Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for bo...
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Overview
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Last Updated: 04/17/2026
in Reporting Home
Customer Analysis Reports Customer Service Screen (Accounts) > [click-on] Customer Analysis & Reports icon Analysis – Revenue By Period This account-level report provides a summary of billed revenue for the viewed account, with hyperlink...
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The filtering logic was updated for the Traffic Direction filter on the History tab of the Inbound / Outbound screen to correctly display the data as either All, Inbound, or Outbound orders when using this filter. Pathway: Operati...
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A new setting, Include Work Order Images / Attachments has been added to the Add/Update Bill Group Notifications screen for the notification option: Notification Template (Invoice as Attachment) . When set to Yes, if a work order includ...
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Last Updated: 04/15/2026
in Setup Home Account Pathway: Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when adding an appointment for an account. Field Descriptions Field ...
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Last Updated: 04/15/2026
in Release Notes Home Release 75
The release notes in this article correspond to release version 75. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
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Last Updated: 04/15/2026
in Release Notes Home Release 74
The release notes in this article correspond to release version 74. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
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Last Updated: 04/15/2026
in Release Notes Home Release 73
The release notes in this article correspond to release version 73. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
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Screen logic has been enhanced to Driver Timeline to prevent a user from closing the Driver Timeline screen if they have accessed another screen from it. Example: the user opened Driver Timeline and then selected Fuel to open the Fuel Receipt...