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Last Updated: 06/13/2023
in Setup Home Operations Pathway: Setup > Operations > Transporter The Transporter Setup page is used to add all the transporting options needed to complete Services. Add Transporter Field Descriptions Field Descriptions Name Re...
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The following enhancements have been applied to payment processing for accounts: A printer icon has been added to the left of each invoice to preview and print. An Apply check box has been added for each invoice. When checked, the Pay ...
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Previously when printing a proposal for an account that included a No Charge Qty, the No Charge Qty was not displaying when the proposal was printed. This has been resolved. Pathway: Accounts > Search: Quotes & Contracts ...
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Rate Update Batch has been updated to display 'selected' behind the selection value at the bottom of the screen to indicate the amount of records currently selected. Previously, 'pending' displayed after the value. Pathway: Sales >...
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Previously an issue occurred with the Credit Hold Notification Template that prevented it from sending when an account was placed on credit hold. This has been resolved. Only the billing contacts for an account will receive a notification when a cr...
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Previously, customer accounts with credit card fee disabled were still being charged when processing using Auto Pay. This has been fixed. Additionally, 'Exclude From Credit Card Fee' has been renamed to 'Exclude From Payment Processing' in the E...
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The Current tab in Route Management has been updated to use auto-save logic when a route is updated. This replaces the previously available 'Save Routing Change' button. After edits are complete, select the 'Post Routing Change' button and the c...
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The Customer Portal's Service Map has been improved to include both the Service Point and Site Location pins. When hovering over either pin, a tool tip displays showing the inventory information for the service. Pathway: Customer Portal...
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Previously, posting status information was incorrectly aligned causing it to display under the Exception Reason field instead of under the Posting Status field. This has been corrected. Pathway: Accounts > Search: Work Order ...
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Previously, when attempting to send an email payment receipt from the customer's AR History, the system would stall and not send. This has been resolved. Pathway: Accounts > Search > Accounts ...