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Last Updated: 02/19/2026
in Setup Home Operations
Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that...
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Last Updated: 02/19/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account,...
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To give scale operators better visibility into a customer’s purchase order usage and help prevent overages, four new columns have been added to the Purchase Orders screen: Weight Limit , Weight to Date , Volume Limit , and Volume to Date . The...
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The following scale setup applies to the various customer types processed at a landfill or transfer facility. For guidance on creating tickets and processing scale customers, refer to the Related Articles section at the bottom of this page. ...
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Billing logic has been updated to the Do Not Bill Until Delivery Completed setting in Service Code Setup to expand and include Vendor and Unknown equipment ownership types (selected when adding a new service). With this update, equipment...
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Last Updated: 02/11/2026
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: 02/10/2026
in Accounts Home Notes
Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire a...
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Last Updated: 02/10/2026
in Accounts Home Notes
Pathway: Customer > Search - Account This article details notes that are available at the site level. Site Level notes will display ONLY on the site they were added to. Permissions The following permissions are required ...
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Edit Service Record Pathway: Operations > Inbound / Outbound > Inbound [tab] New logic has been added to automatically calculate and recalculate origin-based fees on Service Records when Net Weight, Material, or Origin information is en...
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Last Updated: 02/10/2026
in Setup Home Operations
Pathway: Setup > Operations > Material Origin The Material Origin Setup screen is used to configure and track where materials originated from. Origins can be assigned to sites within the same division or selected directly on a scale t...