Updated Articles

  1. Active Dispatch - Disposal Locations Not Displaying on Map (16542)

    An issue has been resolved that prevented the disposal locations from displaying on the Active Dispatch map.  Pathway:  Operations > Active Dispatch ...
  2. GL Transaction Processing - Logic and Functionality Updated to Record ID in GL Setup Errors Screen (16561) [Enhancement]

    In the GL Setup Errors screen (within GL Transaction Processing), the Record ID field has been enhanced to display as a clickable link. Clicking on this link will take the user to the screen where the error was found and can be fixed. ...
  3. AR Payment Batch

    Pathway:  Accounting > AR Payment Batch The AR Payment Batch screen consolidates and manages payments received from accounts. When a payment is received, users can apply it to the account in an existing open AR batch, or create a new batch ...
  4. Bulk Update

    Pathway:  Database >  Bulk Update The Bulk Update tool enables users to update specific information for accounts and sites in bulk by specifying a Target Table, Target Field, and uploading a source file containing the change information. ...
  5. Send Alert Notification

    Pathway:  Database > Send Alert Notification The Alert Notification screen is used to send custom alert   messages to one or multiple employees .  These notifications will display as a blue popup notification at the top of the user's s...
  6. Request Audit

    Pathway:  Database > Request Audit The Request Audit tool enables users to review the system activity of other users, aiding in the identification and resolution of problems and errors. Permissions The following permissions are...
  7. Worker Availability and Capability

    Pathway:  Operations > Resource Scheduling > Worker Availability and Capability The Worker Availability and Capability tool is used to define daily time frames a worker is available for route assignments. It also enables the identificat...
  8. Import Fuel Record

    Pathway:   Database > Import > Import Fuel Record The option to import fuel records is available in the Database module. When imported, fuel records display on the Dispatch screen using the Route Productivity view where manual adjustment...
  9. Tax Summary (AR Reports) - Update to Division Filter (16579) [Enhancement]

    The Division filter in the Tax Summary report has been enhanced to support multiple selections. Pathway: Reports > Standard Reports > AR > Tax Summary ...
  10. Work Orders (Accounts) - Format 3 Not Using Correct Timestamp (16583)

    An issue has been resolved that was causing Work Order Format 3 to display an incorrect timestamp than the Service Record.  Pathway:  Accounts > Customer Service   ...