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New setup fields and logic have been added to System Options and Account Class Setup to support automatically sending portal invitations to new contacts and allowing customers to self-register using a recent invoice. Self Register Setup S...
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Last Updated: 07/01/2025
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 ...
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Last Updated: 07/01/2025
in Accounts Home Tax Verification
P athway: Accounts > Tax Verification Tax Verification only applies to Texas. The Tax Verification screen is used to ensure that addresses and their associated tax regions are accurate. This process is essential to accurately ...
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Last Updated: 07/01/2025
in Accounts Home Services
Purchase orders can be added to an account or site in multiple areas. However, regardless of where a PO number is entered, all PO numbers follow a defined hierarchy during the billing process. Understanding this hierarchy is key to ensuring accur...
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The following enhancements have been applied to shared services: Parent Site of a Shared Service The Share icon has been moved to its own column, allowing it to remain visible even when the service is collapsed. Logic has been updated t...
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The following updates were applied to the Surcharge Management screen: Import functionality has been added with support for CSV file format. The file must include the required columns listed below; the import will fail if any are missing, ex...
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Previously, when the service was updated to a monthly frequency and the service day remained the same, service records were not being generated. This issue has been resolved. Pathway: Customer Service (Accounts) > Edit Active Service ...
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An issue has been resolved in Edit Active Service that caused the previous service day(s) to be retained when a new service day was selected and saved. Pathway: Customer Service (Accounts) > Edit Active Service ...
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The logic for the Charge Code field in the Add/Edit Manual Charge screen has been updated to prevent charge codes without "Enable Manual Charge" set to "Yes" from appearing when using the field as a search box. Pathway: Setup > Se...
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An issue has been resolved that prevented the Bill Group filter in Invoice Notification Monitoring from limiting the displayed bill groups based on the selected Division filter. Pathway: Accounting > Invoice Notification Monitoring ...