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Last Updated: 11/04/2024
in Setup Home Services Pathway: Setup > Services > Service Region Service Regions are smaller geographic areas that make up a division and are assigned at the site-level. Service Regions provide flexibility in auto-assigning surcharges to sites and assist in ar...
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Last Updated: 11/01/2024
in Setup Home Setup - Other
This article details the setup to enable the Paper Bill Fee feature. Permissions The following permissions are required: Permission ID Permission Name 5 View Account 6 View Site 22 ...
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The following Display Fields have been added to the Disposal Record entity: Weight In Weight Out Pathway: Database > Database Query > Disposal Records (Entity) ...
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The following fields have been added to the Accounts and Sites Query: Account Status Effective Date Rebate Payment Type Account Warning Note Account Created By User Account Created Timestamp Site Created By User Site Created Timestamp ...
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The Anniversary Next Bill Date field now supports date editing. This field will only appear if the account is set to "Anniversary Billing" and cannot be cleared once set. Pathway: Accounts > Edit Site > Billing Settings ...
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Last Updated: 10/30/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group/Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for both...
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The 'Account ID' search type has been enhanced to support 'contains' searches by allowing the use of a percentage character (%) before the value. Pathway: Accounts > Search ...
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The logic has been updated to exclude reversed invoices from invoice reminder notifications. Pathway: Accounts > AR History ...
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Last Updated: 10/24/2024
in Setup Home Account Pathway: Setup > Account > Account Request Type The Account Request Type Setup screen allows users to generate a wide range of request types that can be selected when creating a request for an account. Having a standardized set of account...
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Last Updated: 10/24/2024
in Accounts Home AR Managment This article explains the process of automating credit holds for past-due accounts. It's crucial to ensure compliance with local and regional regulations when applying credit holds and managing charges for accounts under such restrictions.
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