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Last Updated: 04/13/2026
in Setup Home Account
Pathway: Setup > Account > Site Class Site Class categorizes sites within an account and is primarily used in target pricing. Add Site Class Field Descriptions Field Description Name Required The name of th...
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Last Updated: 04/13/2026
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: 04/13/2026
in Setup Home Account
Pathway: Setup > Account >Attachment Type Attachment Type Setup provides a way to categorize and organize different types of files uploaded to an account or site. Field Descriptions Field Description Attach...
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Billing has been enhanced to support a new Catch Up billing batch type that includes previously unbilled services and charges, including recurring services and any catch up billing charges enabled at the bill group level. Catch Up billing may be...
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Previously, users without permission 399 (Write Off Balance) were still able to perform balance write-offs. This has been corrected and Balance Write Off is now disabled on the AR History screen for any user who is not assigned permission 399. ...
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Last Updated: 04/13/2026
in Setup Home Account Pathway: Setup > Account > Account Request Type The Account Request Type Setup screen allows users to generate a wide range of request types that can be selected when creating a request for an account. Having a standardized set of account...
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Last Updated: 04/13/2026
in Setup Home Account Pathway: Setup > Account > Default Bill Group Default Bill Group Setup provides a way to assign an existing Bill Group as the default bill group for a given Division and Account Class . Field Descriptions Field ...
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The following changes have been made to Equipment Type Setup: The Add/Update Equipment Type screen has been reformatted, separating previously combined information into two tabs: Details and Capacity. New Stored Tare Weight fields ha...
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The Inbound/Receiving Ticket has been enhanced to allow up to two equipment items. The system logic has also been updated to account for tare weights associated with the selected equipment and automatically include them in weight calculations....
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Last Updated: 04/13/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Type
The Collections Type Setup screen is used to set up and manage the collection types that can be assigned to accounts. A Collection Type is a classification code used to categorize account...