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Calendar and Rate History in the Customer Service screen have been updated to display the Rate Update Batch and the Rate Update Batch Note upon hover. ...
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A 'Not Applicable' option has been added to the list of options for the Default Payment Method field. This is the default selection for imported accounts that have a blank/null AP Default Payment Method. Pathway: Accounts > Account Deta...
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The Service History screen in the Customer Portal has been enhanced to allow users to select and print manifests for multiple work orders. Pathway: Customer Portal ...
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The Disposal Records Query has been updated to include the disposal records associated with a site. The following fields were added: Site Name Site Address Line 2 Site City Site Zip Site State Site Address Line 1 Pathway: Databa...
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Auto Pay Improvements Auto-Pay requirements have been updated on the customer service screen. Enhancements include additional information about the payment type for both At Billing and Scheduled Day auto-pay methods, as well as red text expiratio...
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Last Updated: 01/31/2024
in Accounting Home Pathway: Accounting > Surcharge Management The Surcharge Management screen is used to oversee and regulate surcharges applied to accounts and their sites. Within this screen, users can compare the base rate (the surcharge rate applied to ...
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Site Surcharge Pathway: Accounts > (Site section) > Select Surcharge Group (Note - a surcharge group must be assigned to display) The following changes have been applied to the Site Surcharge Rates window: The Type column has been relocated...
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The following changes have been applied to the Surcharge Rate Setup screen: A 'Show Rate History' check box has been added. By default, it is unchecked, allowing for the display of only current and future surcharge rates. The Surcharge Rate tab i...
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Logic has been updated to the Per Unit Rate field for Manual Charges and Active Services to allow users to enter a 7 digit rate. Previously, anything over 999,999 was not supported and an error message would display. Pathway: Accounts >...
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The Disposal/Ship Location Setup screen has been improved by adding a search filter within the Material Type tab. Pathway: Setup > Operations > Disposal/Ship Location ...