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The 'Auto Pay' option has been added to the Default Payment Method for an account and will display in AP Check Batches. Pathway: Accounts > Search > Accounts (Customer Service Screen) > right click Edit Account ...
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Total Recurring has been added to display in all Active Services views. Total Recurring is the sum of all rates for recurring services. Pathway: Accounts > Search > Account (Customer Service Screen) > Active Services section ...
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Previously, the Search option in the Invoice and Payment History screen of the Customer Portal was not responding to search entries. This has been fixed. Pathway: Customer Portal > Invoice History ...
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An issue has been resolved that caused a blank page to generate for past due notifications if the 'Exclude Invoice By Email Account' was checked. Pathway : Accounting > AR Aging Management > select Accounts > select Print ...
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Default logic has been added to the Start Date field on the Service Record's Add Disposal / Shipment screen and to the route's Add Route Disposal screen to populate using the route date. Pathways: Operations > Dispatch > open Se...
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An issue has been resolved that prevented the division logo from printing on the services calendar in the Customer Portal. Pathway: Customer Portal > Current Services > select Print Calendar > select Print Icon ...
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Odometer UOM has been added to Truck Setup to support non-US distance UOMs. A selection here affects how the Start/End fields display in the Mileage Window in Dispatch (Route Productivity view > double click on the Truck / Mileage value). ...
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Logic has been updated to the Batch screen to clear the search value and the search result upon entry of a payment Amount and Type. Pathway: Accounting > AR Payment Batch ...
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Last Updated: 04/05/2023
in Sales Home Pipelines Pathway: Sales > Pipelines > Pipeline Summary The Sales Pipeline Summary screen displays a snapshot of data reported in the Sales Pipeline (Opportunities and Leads) dashboards . Use the filter options provided to review the data or,...
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A 'Bill Zero Amount' billing setting has been added to Service Code setup. Options for this setting include 'Yes' or 'No'. Pathway: Setup > Services > Service Code Version: 68 ...