Updated Articles

  1. Active Dispatch (Operations) - Add Support for Action Category of 'Empty' (20111)

    Active Dispatch now supports the EMPTY work type action category used for portable toilet operations. Previously, work orders with this category were not recognized. Pathway: Operations > Active Dispatch ...
  2. Service Records (Accounts) - Every-X-Weeks Services Duplicating After Route Renumbering (20119)

    An issue has been resolved that caused every-X-weeks service records to duplicate across multiple future weeks after changes were made in Route Management .  ...
  3. Invoice Message Management (Accounting) - Invoice Messages Now Display on Base Invoice Format 12 (20235)

    An issue has been resolved that prevented messages configured in Invoice Message Management from displaying on Base Invoice Format 12 . Pathway: Accounting > Invoice Message Management  ...
  4. Report Formats (Setup) - Work Order Custom Name Not Displayed in Print Format Drop Downs (20124)

    An issue has been resolved that prevented a custom work order name from displaying in the Print Format drop-down on the service record. Pathway: Setup > Report Formats ...
  5. GL Transaction Processing (Accounting) - AR Type '9' Name Now Displays Correctly in GL Transactions (20236)

    An issue has been resolved that affected how AR records with a type of 9 were previously showing the numeric value “9” instead of the name " Payment/Deposit Conversion.' Pathway : Accounting > GL Transaction Processing ...
  6. Edit Site (Accounts) - Update to Display of Site Class Field (20104)

    Logic was updated on the Edit Site screen to display the Site Class field for accounts where the account class type was  Residential . Previously, this field was only available for sites where the account class type was Commercial . ...
  7. Orders, Quotes and Contracts (Accounts) - Service Frequency and Routing Missing After Posting Service Changes from Proposal (20279)

    An issue has been resolved where posting a service change from a Service Agreement (Order/Proposal) could result in the service frequency and routing being removed from the Active Services record. In these cases, the service rate was updated corre...
  8. Sales Results Net New (Reports / Analysis) - Export Showing Incorrect Service Frequency (20301)

    An issue has been resolved where the Sales Results Net New – Sales Results Details Excel export was displaying incorrect new and previous service frequencies.   Pathway: Reports > Analysis > Sales Results Net New ...
  9. AR History (Accounts) - Merchant Processing Fee Invoices Missing Account Information (20215)

    An issue has been resolved where invoices generated for merchant processing and convenience fees were missing key account details. The account “mail to” header, site header, and invoice detail line items were not displaying on these invoices.  ...
  10. Active Services (Accounts) - 'Minimum Type' Now Carried Forward When Transferring Service (20011)

    An issue was resolved in the Transfer Service process where the Minimum Type was not carried forward to the new site service on the target account. Pathway: Customer Service Screen > Active Services > [right click] Transfer Service ...