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Last Updated: 01/14/2025
in Setup Home Services
This article explains how to set up surcharges and surcharge groups. Surcharges are additional fees applied to services, and they are assigned to an account’s billing setup (if applicable) through a Surcharge Group—a collection of surcharges that ...
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Last Updated: 01/14/2025
in Setup Home Services
Pathway: Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
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Last Updated: 01/10/2025
in Database Home
Pathway: Database > Import > Import Account Notes; Import Site Notes The following article captures the requirements of importing account and site notes. Required Permissions The following permissions are required to acces...
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Two new import options—Import Account Notes and Import Site Notes—have been added to the Database module. These import options are visible only to authorized users. To support this feature, two new permissions have also been introduced. Review the...
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Last Updated: 01/08/2025
in Customer Portal Home
Explore the key setup areas that influence the performance and usability of the Customer Portal. System Options Setup Pathway: Setup > System > System Options > Customer Portal (tab) Configurations made in System Options are univ...
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The following enhancements have been applied to the Services List screen: Left and Right-Click Enhancements Left-click anywhere within a row (that is not a link) and it will cause the selection of the row. Right-click ...
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The following division billing address information has been added to Account Statement notification template options: division.billingaddress.line1 division.billingaddress.line2 division.billingaddress.city division.billingaddress.state divisi...
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Previously, tiered pricing for a service code was cleared during a site service rate update batch if the service code for the site was modified. This issue has been resolved, and tiered pricing will remain visible and unchanged. Pathway...
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Last Updated: 01/06/2025
in Setup Home Accounting The following setup must be complete to process a credit request on an invoice. Permissions Required Review the following permissions required for credit request processing. Permission ID Permission Name Description 33...
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Pathway: Customer > Search > Accounts The View Details / Adjust Invoice tool provides a way to review all charges on an invoice and reduce the amount owed or credit an invoice entirely. Adjustments can only reduce the invoice amo...