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Last Updated: 04/09/2026
in Setup Home Account
Pathway: Setup > Accounts > New Site Template New Site Template Setup is used to help streamline the Add Site process with preconfigured field selections. This feature reduces the amount of manual entry, ensuring that the site setup ...
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Last Updated: 04/09/2026
in Release Notes Home Release 74
The release notes in this article correspond to release version 74. Screens and logic may have changed in newer versions.
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Last Updated: 04/09/2026
in Release Notes Home Release 73
The release notes in this article correspond to release version 73. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
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Last Updated: 04/09/2026
in Release Notes Home Release 72
The release notes in this article correspond to release version 72. Screens and logic may have changed in newer versions.
Helpful Tip: To search all text using CTRL-F, you must first click on the Expand All Sections button.
E...
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Last Updated: 04/09/2026
in Release Notes Home Release 71
The release notes in this article correspond to release version 71. Screens and logic may have changed in newer versions.
Helpful Tip: To search all text using CTRL-F, you must first click on the Expand All Sections ...
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Last Updated: 04/09/2026
in Release Notes Home Release 70
The release notes in this article correspond to release version 70. Screens and logic may have changed in newer versions.
Helpful Tip: To search all text using CTRL-F, you must first click on the Expand All Sections ...
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Last Updated: 04/08/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges and Other Fees This article explains how to configure finance charges and other fees, which can be applied to an account's invoice during billing. To allow flexibility across acc...
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Last Updated: 04/08/2026
in Setup Home Account
Pathway: Setup > Account > Note Type Note Type Setup is used to create various note types available for selection when adding a note via the 'Add Note' option on the customer service screen calendar. Permissions The fol...
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Last Updated: 04/08/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group / Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for bo...
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Last Updated: 04/07/2026
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...