Updated Articles

  1. Bill Group Setup - Logic Changed To Minimum Invoice Amount Field (16843)

    Last Updated: 06/19/2024 in Release Notes Home Release 73 Setup - 73 Release
    The logic for the Minimum Invoice Amount field has been updated to trigger a past due notification if an individual invoice is past due by the specified amount. Previously, the system considered the total Accounts Receivable (AR) Aging for a site ...

  2. Import User (Database) - New Import Feature Available (16879) [New Feature]

    Last Updated: 06/19/2024 in Release Notes Home Release 73 Database
    A new Import User option has been added to the Import tool in the Database module. Review the documentation linked to this article for file format requirements and other logic.  Pathway:  Database > Import > Import User Article: ...

  3. Rate Update Batch (Sales) - Postal Code Added To Extended View and Export (16919)

    Last Updated: 06/18/2024 in Release Notes Home Release 73 Sales - Release 73
    Rate Update Batch has been updated to include a Postal Code column in the extended view for both the Service Charge Rate and Service Rate Update Batch screens, as well as in the export. Pathway: Sales > Rate Update Batch ...

  4. Add Lead (Accounts) - Ability to Clear Optional Fields Added (16923)

    Last Updated: 06/18/2024 in Release Notes Home Release 73 Accounts - Release 73
    An enhancement has been made to the Add/Edit Lead screen to allow users the ability to clear optional fields. Pathway: Accounts > Search > Accounts  ...

  5. Notification Template (Setup)- New Template Added (16820) [New Feature]

    Last Updated: 06/18/2024 in Release Notes Home Release 73 Accounts - Release 73
    A new notification template 'Account Request Notification' has been added as an option to the Type drop down. The Account Request Notification  is sent to contacts who have their Account Request Notification setting set to 'Email' or 'Text Message...

  6. Notification Template (Setup)- Inactive Templates Still Appearing Available For Use (16870)

    Last Updated: 06/14/2024 in Release Notes Home Release 73 Setup - 73 Release
    An issue has been resolved that allowed inactive notification templates to display for selection when sending out notifications such as emails. Pathway: Setup > System > Notification Template ...

  7. Invoice Notification Monitoring (Accounting) - Screen Enhancements (16921) [New Feature]

    Last Updated: 06/14/2024 in Release Notes Home Release 73 Accounting - Release 73
     An enhancement has been made to the Invoice Notification Monitori ng screen to include a Type column and Type filter.  Pathway:  Accounting > Invoice Notification Monitoring  ...

  8. Document Format Setup (Setup)- Error Received When Adding New "Form" Format Type (16902)

    Last Updated: 06/14/2024 in Release Notes Home Release 73 Setup - 73 Release
    Previously, when adding a new Document Format using Form Type "Form" and attempting to save it, an error message would appear preventing saving. This issue has been resolved. Pathway: Setup > Document Formats > Format ...

  9. Role Setup (Setup) - Add/Edit Role Screen Gets Stuck in Continuous Reloading (16904)

    Last Updated: 06/13/2024 in Release Notes Home Release 73 Setup - 73 Release
    Previously the Role Setup screen was getting stuck in a reloading loop after adding/editing a Role. This has been resolved. Pathway:  Setup > System > Role ...

  10. Bank Account Setup

    Last Updated: 06/11/2024 in Setup Home Accounting
    Pathway:  Setup > Accounting > Bank Account The Bank Account Setup screen stores the bank account details used by AR Payment Batch for payment processing. This screen consists two sections, an upper grid and a lower grid. The upper grid sho...
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