-
The discrepancy between the total amount in the Payment Batch Listing and other AR analysis tools has been resolved. Previously, if a payment batch did not have a posted timestamp, it was excluded from the total calculation in the Payment Batch Lis...
-
The issue preventing users from processing payments with the payment method on file and hindering the calculation of the total amount in the Post A Payment screen has been resolved. Pathway: Accounts > Search > Accounts ...
-
Previously, when the Work Status of a work order was changed to 'Service Completed,' the notification email sent did not include the manifest hyperlink. This has been resolved. Pathway: Accounts > Search > Accounts ...
-
The f ollowing changes have been applied the the Sales Results Net New screen: Filter labels have been relocated to display above the filter they are associated with. A new 'Based On' filter has been added with 'Effective Date' and '...
-
An enhancement has been made to the Pending tab in the Route Management screen to display a Count at the top of the screen. Pathway: Operations > Route Management ...
-
The Bulk Update feature now includes a new Target Field option: 'Exclude From Past Due Notifications'. Pathway: Database > Bulk Update ...
-
A change has been made to Edit/Disposal Shipment to display the Internal Ticket number at the top of the screen. Pathway: Operations > Inbound/Outbound > Select Service Record ...
-
An enhancement has been made to display the Service Record Weight detail in the following locations: As a link in the Completion tab of the Service Record. Select the link to open the Service Record Weight window. In the Services List screen...
-
The issue with the payment link for emailed invoices not loading has been resolved. Pathway: Customer Portal ...
-
The issue causing the cut-off of account names on the invoice statement has been resolved. This affected accounts with longer names. Pathway: Accounts > Search > Accounts ...