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Last Updated: 01/30/2026
in Setup Home Account Account Class
The Convenience Fee feature allows businesses to add an optional fee to manual payments . This can help cover processing costs for payments made in person or over the phone. Convenience fees are set up at the Account Class level, so you can a...
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A new optional Convenience Fee feature has been added for Manual Payments, with setup established on the Account Class. To support this, the following changes were made: Account Class Setup Three new settings associated to Convenience F...
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Last Updated: 01/30/2026
in Setup Home Services
Pathway: Setup > Services > Available Charge Codes The Available Charge Code Setup determines where charge codes are available. Charge codes must first be created in the Charge Code Setup before their availability can be configured o...
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A new Tare Truck or Equipment feature has been added to the Inbound/Outbound screen, allowing scale operators to quickly tare or re-tare trucks and equipment without navigating to the customer details screen. Methods to search trucks and equipme...
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Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an ...
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Last Updated: 01/29/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account,...
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Last Updated: 01/29/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search - Customer Service Screen Efficiently modify details for either a parent account or a site by using right-click functionality to access the account and site editor screens. Permissions The follo...
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An issue has been resolved where invoices for auto pay declined fees were not generating when an auto pay transaction failed, even though the decline fee amount was correctly configured at the account class level. Additionally, decline fee invoice...
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Work orders that are in Do Not Service due to a Vacation Hold will now correctly display a work status of Vacation Hold instead of Credit Hold . ...
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The Blanket Purchase Orders screen now includes Weight Limit , Weight Limit UOM , Volume Limit , and Volume Limit UOM . This allows you to set limits on how much can be charged under a purchase order, helping manage usage and prevent overages. ...