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Last Updated: 01/23/2025
in Sales Home Sales Management Pathway: Sales > Sales Management The Sales Management screen consists of two sections: the upper grid and the lower grid. The upper grid provides a summary of contracts and proposals submitted by each sales representative along with the ...
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Last Updated: 01/23/2025
in Setup Home Accounting
Pathway: Setup > Accounting > GL Account
A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific accounts, gi...
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Pathway: Customer > Search > Accounts The View Details / Adjust Invoice feature allows you to review all charges on an invoice and either reduce the amount owed or apply a full credit to the invoice. Permissions The follo...
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The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system. Bill Group Setup Pathway: Setup > Accounting > Bill Group In the Settings tab for B...
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The rules for Invoice Adjustment Limit , Adjustment Approval Limit , and Amount Requiring Two Approvals have been updated to clarify which limit applies where. Invoice Adjustment Pathway: Customer Service (screen) > AR History >...
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Last Updated: 01/16/2025
in Accounting Home Billing Pathway: Accounting > Billing This article details the Pre-billing work flow that should be followed to prevent billing errors and revenue loss. This process is completed in the Billing tool for billing batches marked 'Not Started'. ...
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Last Updated: 01/15/2025
in Setup Home Services
Pathway: Setup > Services > Available Charge Codes The Available Charge Code Setup determines where charge codes are available. Charge codes must first be created in the Charge Code Setup before their availability can be configured o...
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Last Updated: 01/15/2025
in Setup Home Services
Pathway: Setup > Services > Charge Code Charge Codes establish the charges available to a line of business and are used when billing for a service. This is the first step in setting up charge codes for use in active services, work orders...
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Last Updated: 01/15/2025
in Setup Home Services
Charge code tiered pricing is a flexible pricing strategy designed to offer varying pricing levels based on the quantity associated with a charge code. Setup for this pricing feature begins with configuring the charge code and is then further defi...
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The following updates have been made to Snoozed Alerts: Snoozed Alerts has been renamed to "Alert History." The Alert History screen has been split into two tabs: Snoozed Alerts : Displays alerts that have been snoozed. Alerts in this section...