-
Last Updated: 12/01/2025
in Database Home Pathway: Database > Import > Import Account/Site Info Use the Import Account/Site Info screen to upload customer and site data from a CSV file or PDF . Before importing, review the file to ensure it meets the required format specif...
-
Logic for the Invoice Due Reminder Template in Bill Group Setup has been enhanced. Previously, reminder invoices were not sent when an invoice included a payment or adjustment from a prior billing period. This has been resolved. Pat...
-
Last Updated: 12/01/2025
in Accounting Home Billing
Pathway: Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...
-
Updates have been made to the Payment by Day Analysis screen to address issues that caused certain transactions to be excluded due to date formatting and payment type filtering. To improve accuracy and clarity, additional columns have been ad...
-
A fix has been deployed to resolve an issue where the GL Pending tab displayed unexpected older data following the 76 upgrade. The tab now correctly shows only the appropriate pending records as intended. Pathway: Accounting > GL Transa...
-
An issue was identified where users encountered an error when attempting to add a new scale interface. This has been resolved. Pathway: Operations > Inbound / Outbound ...
-
An issue has been resolved that caused the AP Check Batch to fail to create after the user has entered all the required information and selected 'Create Batch.' Pathway: Accounting > AP Check Batch ...
-
An issue was resolved where reversing a Rate Update Batch did not properly restore associated service schedule (route) records. This has been corrected, and service schedule records now return to their expected state when a Rate Update Batch is reve...
-
A Route Integrity process has been implemented to enhance routing reliability by ensuring routine data discrepancies are automatically reviewed and corrected. Examples this includes: Ending duplicate site service schedules for the same day ...
-
Previously, lengthy service notes could block access to other tabs on the Service Record screen. This update allows users to scroll within the Site Notes section, ensuring all tabs remain accessible. Pathway: Customer Service S...