Updated Articles

  1. Dispatch (Services List) - Email Notification Added (14084) [Enhancement]

    An Email Notification icon has been added to the Services List screen display to send service notification emails to select locations on a route. To use this feature, a template must be created (and marked Active) for the Operations Notification (Ty...
  2. Dispatch - New Column Added to Dispatch View in Services List (14044) [Enhancement]

    A new 'Created On' column has been added to the Dispatch view of the Services List screen. This column captures the date and time a work order was created. Pathway: Operations > Dispatch ...
  3. Dispatch - Start Date/End Date and Times Added to Disposal / Ship Record (14170) [Enhancement]

    The previous Date and Time fields in a Disposal/Ship Record have been renamed to Start Date and Start Time. In addition, two new fields 'End Date' and 'End Time' were also added to the screen. Pathway: Operations > Dispatch > Select val...
  4. Manifest Consolidation - ‘Transfer Transporter’ Field Relocated (14004) [Enhancement]

    The Transfer Transporter field located in Setup > Operations > Route (double click to open) and Operations > Dispatch > Edit Route (double click to open) has been moved to the Manifest Consolidation screen in Operations. To access the field, right...
  5. Dispatch - Field Location Changes in Edit Service Record Screen (14190) [Enhancement]

    The following changes have been made to the Edit Service Record screen in Dispatch: Details for rescheduled services display below the Scheduled Date and Route fields. Previously, this information displayed in the Details tab. PO Number, Exter...
  6. Dispatch - Add/ Edit Payroll Hours in Route Productivity (14162) [Enhancement]

    Logic has been updated to the Payroll Clock In/Clock Out fields in Dispatch (Route Productivity view) to allow for adding and editing hours. A '?' displays when no time has been clocked for the employee. Pathway: Operations > Dispatch >...
  7. Billing – Logic Updated for Auto Pay Batch Processing to Prevent Duplicate Batches (13986) [Enhancement]

    To prevent duplication of Auto Pay batches, the following enhancements have been made: Process Auto Pay Now: Once started, the 'Process Auto Pay' right click option no longer displays unless there is an interruption that requires finishing aut...
  8. Billing - Multiple Enhancements to the Billing Screen (14092) [Enhancement]

    The following enhancements have been made to the Billing  screen: The Date field has been modified to display as ' Invoice Date' . A new column: 'From-To Date', has been added to display the Bill From Date and Bill To Date for the invoice. ...
  9. Billing – Declined and Expired Payment Link Export Updated (13973) [Enhancement]

    Additional fields have been added to the export of the Declined and Expired  payment links for batches in Billing. Added fields include: Billing Contact Email -email for the account's Billing Contact Billing Phone Number - phone number for ...
  10. Billing Batch - Logic Updated to Default Dates for Manually Created Batches (14149)

    Logic has been updated to the default dates that populate the 'Bill To Date' and 'Bill From Date' fields in the Create Billing Batch tool. Bill From Date - defaults to the date that is one day after the date in the 'Bill To Date' field of the las...