Updated Articles

  1. Database Query (Database) - New Fields Added to Tax Details (17112)

    Last Updated: 08/06/2024 in Release Notes Home Release 74 Database - Release 74
    The following fields have been added to the Tax Details Database Query: Credit GL Account ID Account Name Account ID Pathway:  Database > Database Query ...

  2. Available Service Codes

    Last Updated: 08/05/2024 in Setup Home Services
    Pathway:   Setup > Services > Available Service Code The Available Service Code Setup screen identifies the services provided to a division and further refines them to specific service regions. This screen also offers the option to app...

  3. Equipment Type Setup

    Last Updated: 08/02/2024 in Setup Home Services
    Pathway:  Setup > Services > Equipment Type For each type of equipment services may include, an Equipment Type record must exist. Equipment types are specific to the Line of Business they are assigned and display in multiple locations inc...

  4. Disposal Activity - Activity

    Last Updated: 07/30/2024 in Operations Home Disposal Activity
    Pathway:  Operations > Disposal Activity The Activity tab of the Disposal Activity screen provides a summary of historical target usage for each disposal location. Filtering and field options displayed along the top of the screen provide ...

  5. Add User (Setup) - Updates to 'Department' and 'Sales Goal Type' Fields (17068)

    Last Updated: 07/30/2024 in Release Notes Home Release 74 Setup - Release 74
    The following changes have been made to the Add User tool: A clearing option has been added to the Department field. A 'None' option, which is now the default setting, has been added to the Sales Goal Type field. Pathway: Setup > Syste...

  6. Sale Stage Setup - Verbal and Discovery Removed from Sale Stage Options (17086)

    Last Updated: 07/30/2024 in Release Notes Home Release 74 Setup - Release 74
    Sales stages 'Discovery' and 'Verbal' have been removed as options from the following locations: Sale Stage Setup Sales Rep Map Site Status History  Pathway: Setup > Sales > Sales Stages ...

  7. AR Aging Management (Accounting)- Ability To Change Account Status Of Multiple Accounts (16999) [New Feature]

    Last Updated: 07/29/2024 in Release Notes Home Release 74 Accounting - Release 74
    An enhancement has been made to AR Aging Management, adding the option to select multiple accounts when changing account statuses. Pathway:  Accounting > AR Aging Management ...

  8. Setup - Settings for Intercompany Billing Added (17053) [New Feature]

    Last Updated: 07/29/2024 in Release Notes Home Release 74 Setup - Release 74
    Division Setup   Inter-company tab added Enable Disposal Billing field options: No Yes (Bill to Site for each transaction) Yes (Automated GL Batch) Bill to Site Includes a site search to direct billing to. Disposal Charge Code D...

  9. AR Aging Management (Accounting) - Multi-Select Added to Division Filter (17018)

    Last Updated: 07/29/2024 in Release Notes Home Release 74 Accounting - Release 74
    In AR Aging Management, the Division filter was enhanced to support the selection of multiple divisions.  Pathway: Accounting > AR Aging Management ...

  10. Rate Update Batch (Sales) - Screen Updates (17024)

    Last Updated: 07/29/2024 in Release Notes Home Release 74 Sales - Release 74
    In the Rate Update Batch screen, a 'Created User' field has been added to the 'Created Date' column, and a Net Variance column has also been added. Pathway:  Sales > Rate Update Batches  ...
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