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Last Updated: 10/09/2024
in Operations Home
Pathway: Operations > Active Dispatch The Active Dispatch screen enables dispatch operators to manage routes more efficiently. Users can utilize drag-and-drop functionality to assign unassigned work orders to routes, transfer assigned wo...
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In the Add/Edit Active Service screen, if 'Frequency' and 'Days' did not match, the Save button was inactive without an explanation. The logic has been updated to display a message indicating that the Frequency does not align with the number of se...
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Last Updated: 10/09/2024
in Setup Home Services Pathway: Setup > Services > Surcharge Class Surcharge Class Setup is used to create classes to organize surcharges into. Once a class is created, surcharges can be assigned to it in the Surcharge Setup screen. Permissions T...
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Proposals can now be configured to require either a single pre-authorization or two pre-authorizations before being sent to a customer. Additionally, the Proposal screen has been updated to include settings for Terms Addendum and Surcharge Rates. ...
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An enhancement now supports the 'Every 2 Weeks' billing frequency, automatically creating the next billing cycle batch once the current one is marked 'Completed.' Pathway: Accounting > Billing ...
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Automatic Credit Hold Removal has been reverted to process only during the hour defined in the Account Class settings. Pathway: Setup > Account > Account Class > Status Management (tab) ...
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Last Updated: 10/08/2024
in Database Home Pathway: Database > Import > Import Account/Site Info Use the Import Account/Site Info tool to upload customer and site data from a .CSV file or PDF. Ensure your file meets the required format specifications for a successful import. If any...
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The following changes have been implemented in AR Payment Batch: Payment Source Setup A new Payment Source Setup screen has been added to Setup > Accounting. AR Payment Batch In the payment batch ...
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A new Surcharge Class setup screen has been added to help organize surcharges into classes. The Surcharge Class will now appear in the following screens: Add/Edit Surcharge Setup and Surcharge Rates Contracts and Proposals Surcharge Rates tab ...
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An issue has been resolved that was causing the Transport Method to clear out when selecting the Facility. In addition, this fix also included the rearrangement of fields in the Add Disposal / Shipment screen. Pathway: Work Order > D...