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Enhancements have been made to Customer Service, AR History, Permissions, and other areas to expand rebate check prepayment, providing better support for refund scenarios. Customer Service Screen In the Menu dropdown, 'Rebate C...
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A ‘Do Not Bill Until Delivery Completed’ field has been added to the Service Code Setup screen. When set to 'Yes,' billing for the service is restricted until the delivery work order is marked as ‘Service Completed.’ Pathway: Setup > ...
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A new 'Book of Business' grid view option has been added to both the Service and Service Charge rate update batch types. Pathway: Sales > Rate Update Batches ...
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Last Updated: 02/05/2025
in Setup Home Accounting Pathway: Setup > Accounting > Tax Tax Setup identifies the taxes (City, State, Franchise, etc) that are applicable to accounts. Taxes added here are not individually assigned to accounts/sites and must be added to a Tax Region for...
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Last Updated: 02/05/2025
in Setup Home Accounting
Pathway : Setup > Accounting > Tax Region The Tax Region Setup screen defines geographic areas where specific tax sets apply. When a tax region is assigned to an account or site, the associated taxes are automatically applied during billi...
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Last Updated: 02/04/2025
in Setup Home Account
Pathway: Setup > Account > Note Type Note Type Setup is used to create various note types available for selection when adding a note via the 'Add Note' option on the customer service screen calendar. Permissions The fol...
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Last Updated: 02/04/2025
in Accounts Home Notes
Pathway: Customer > Search - Account This article details notes that are available at the site level. Site Level notes will display ONLY on the site they were added to. Permissions The following permissions are required ...
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Last Updated: 02/04/2025
in Accounts Home Notes
Pathway: Customer > Search - Accounts The Customer Service screen provides access to a variety of ways notes can be added to accounts, sites, services and work orders. This article provides an overview on the different note types with ...
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Last Updated: 02/04/2025
in Accounts Home Notes
Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire a...
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Last Updated: 02/04/2025
in Operations Home Split Orders
Pathway: Accounts > Search > Work Order/Invoice/Reference/PO The following article details how to create split orders. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to th...