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Last Updated: 03/29/2024
in Accounts Home Services
Pathway: Customer Service Screen > Active Services (Section) The service linking feature is included in version 72, which is scheduled for release in spring 2024. This article focuses on linking site services. When an active ser...
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The logic for the "Payment Required" calculation in the Electronic Signature screen has been updated for both scenarios: calculating recurring services without taxes and surcharges, and calculating recurring services with taxes and surcharges. ...
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Pathway: Operations > Dispatch - Services List This process works one day behind the current day to post charges for services completed. Select ‘Work Order Posting’ from the drop down field located under the ‘To’ and ‘From’ date fields...
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Last Updated: 03/29/2024
in Accounts Home Search Pathway: Accounts > Search In the Accounts module, users can search for accounts and sites using various methods. By using the Search Type and filter options, users can narrow down the returned results according to their preferences. ...
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Last Updated: 03/28/2024
in Database Home Pathway: Database > Database Query A database query is a request for specific information from modeled data sources in the database. It allows you to retrieve, export, and review data stored in the database by specifying certain criteria o...
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Pathway: Operations > Dispatch Work orders that have been reviewed will display under the ‘Ready To Post’ or ‘Posted’ columns in the Work Order Posting view of the Dispatch screen. Only 'Posted’ work orders will be included in the next...
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Last Updated: 03/28/2024
in Database Home Pathway: Database > User Data Transfer The User Data Transfer tool facilitates the bulk transfer of user data items from one user account to another. For example, in the event an employee leaves, it allows for the seamless transfer of a...
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The following keyboard shortcuts that previously used the Command (Cmd) key in Mac have been updated to use the Option (Opt) key: Mac Opt + Shift + S = Search Opt + Shift + C = Create Account Opt + Shift + O = Order Processing Opt + Shi...
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An issue has been resolved where default rates were not considering the effective date. Pathway: Setup > Services > Default Pricing > Service Code ...
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An issue has been resolved that prevented proposals and contracts from automatic approval, even when the "Automatic" option was selected in the Document Type Setup. Additionally, in "Update Document Type," the "Automatic" approval selection option h...