-
An issue has been resolved where users with access to only one division were stuck in a loop between the “Duplicate Accounts” and “Add Site” windows. Selecting "Continue" from the Duplicates Accounts window will create the new site. Pa...
-
Functionality has been added to exclude specific divisions from a billing batch when the batch includes more than one division. On the Billing screen, if a batch is in the 'Not Started' status and the Bill Group is not limited to a single division...
-
Previously, invoice numbers in SMS notifications were sent with HTML markups in the link. This has been resolved to display the invoice number in plain text. Pathway: Setup > System > Notification Template ...
-
With in the Service Region setup screen, a new field 'Require Surcharge Group' has been added. If enabled, the surcharge field will become a required field when adding an account or site, or editing a site. Pathway: Setup > ...
-
When creating a billing batch, users will notice that the Type field has been updated to display the following selection options: 'All Charges' and 'Work Order and Manual Charges Only.' Additionally, the 'Bill From Date' field has been removed, ...
-
A new "Invoice Message Management" screen has been added to the Accounting module. This screen allows users to create and edit messages specific to a Division, Bill Group, Account Class, and Service Region, which will be displayed on customer invo...
-
In the Recent Activity and Sales Rep Homepages, the Account Requests column has been renamed to "Requests" and will display both account requests and cancellation requests. Pathway: Recent Activity and Sales Rep Homepages ...
-
To improve keyboard compatibility, minor changes are being made to various screens. These changes include adjustments to fields with drop-down time entry selections and numeric fields that previously used +/- arrows. In the image example a...
-
Last Updated: 07/08/2024
in Accounting Home
Pathway: Accounting > Invoice Message Management The Invoice Message Management screen is used to create messages that will display on invoices. This screen allows users to create and edit messages specific to a Division, Bill Group, Ac...
-
Previously, within the Highlights section on the Customer Service screen, images did not display as expected when the user hovered their mouse over the image icon. This has been resolved. Pathway: Customer Service Screen > Highlights ...