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An issue has been resolved on the Inventory Management screen that was causing the user to be logged out when clicking on the Refresh button. Pathway: Operations > Inventory Management ...
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An issue where a tare weight captured from the scale would clear when the ticket was saved and then re-opened has been resolved. Pathway: Operations > Inbound / Outbound ...
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To enhance scale performance, updates across multiple inventory screens were applied. Site Inventory Updates The following updates have been made to Site Inventory > Equipment: The Equipment column was renamed to Equipment Type . ...
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A new RFID (Radio Frequency Identifier) field has been added for trucks (internal or 3rd party) which allows tracking between a truck and its associated RFID transponder tag. The field is not mandatory but if entered, the RFID must be unique. If...
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The issue with the detailed list of Errors displayed for a selected GL Account showing more results than expected has been resolved. The Errors hyperlink number and the number of errors listed should match. Pathway: Accounting > GL Tr...
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The following data from the Add/Edit Manual Charge record has been added to the calendar tool tip display for Manual Charges: PO Number Blanket PO Note Null or blank data will not be displayed. Pathway: Customer Service Screen ...
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Last Updated: 03/06/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and ...
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Last Updated: 03/06/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Account
An account status indicates the present state or condition of a customer account within a business. When accessing an account, the current status is visible in the account section of the custome...
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Last Updated: 03/06/2026
in Accounts Home Services Purchase orders can be added to an account or site in multiple areas. However, regardless of where a PO number is entered, all PO numbers follow a defined hierarchy during the billing process. Understanding this hierarchy is key to ensuring accurat...
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Headers Main Header Use Heading 2 for each main section title. Color should be blue Breakout Section Headers Use Heading 3 or 4 for each child section of a main section. Refer to the Color Scheme below for the color Col...