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The billing process has been updated for accounts with Bill by Site enabled to apply only site-level finance charges associated with the site’s assigned bill group, excluding account-level finance charges. Pathway: Customer Service Scre...
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The following resolutions have been applied to proration calculations: Logic update to proration start date and calculation logic An issue has been resolved where proration charges and proration credits could round to different amounts. When ...
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An issue was resolved in the Pre-Billing window where entering text into the search box did not filter results. All records continued to display, regardless of the search criteria entered. This behavior occurred across all tabs. Pathway...
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An issue has been resolved on the Inventory Management screen that caused the yards to disappear when a Division filter was applied. Pathway: Operations > Inventory Management ...
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The billing contact fields in the Billing Settings tab of the Edit Site screen and the billing contacts fields in the Edit Account screen have all been updated so they can now be cleared. Previously, you had to select a different contact to ...
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Last Updated: 01/05/2026
in Setup Home Services Pathway: Setup > Services > Surcharge This article explains how to set up surcharges that can later be added to a surcharge group for application to a site's billing settings. Surcharges are additional fees applied to services and are include...
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Last Updated: 01/05/2026
in Setup Home Services
Pathway: Setup > Services > Surcharge Group Surcharge Groups are collections of surcharges assigned to an account. Individual surcharges cannot be assigned directly to an account and must be added to a group. A single surcharge can be...
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Last Updated: 12/22/2025
in Accounts Home Accounts Screen
Pathway: Accounts > Search (Account) > Customer Service Screen Permissions Permission ID Permission Name 5 View Account 6 View Site 41 View AR History 59 Search Ac...
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Last Updated: 12/22/2025
in Accounts Home Accounts Screen
Pathway: Accounts > Search - Customer Service Screen Efficiently modify details for either a parent account or a site by using right-click functionality to access the account and site editor screens. Permissions The follo...
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Last Updated: 12/18/2025
in Setup Home Setup - Other
Pathway: Setup > Operations > Holiday Schedule The Holiday Schedule Setup tool is used to create, schedule, and update holiday dates. Scheduled holidays display in red on the customer service calendar to help users identify holiday...