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Accounts An enhancement has been applied to allow editing of the Division field for accounts. Previously, attempting to edit this field when an Accounts Receivable (AR) record existed would result in an error message. For this enhancement, a...
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Previously, an issue prevented the Service Completed notification from sending when a work order's Work Status was marked 'Service Completed.' This has been resolved. Pathway: Accounts > Search > Accounts ...
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The following changes have been made to the Pipeline Opportunities screen: The previously displayed checkbox filters have been moved to the top of the screen and are now presented as dropdown selections. The default setting for each is 'All.' ...
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Previously, if a site name included special characters, the exported document would exclude all data for the month the site was included in. This issue has been addressed to accommodate sites with special characters. Pathway: Reports > ...
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The position and placement of the recipient address for invoice Format 12 has been improved to display within an envelope's window dimensions. Pathway: Search - Invoice ...
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The Disposal Entries screen has been updated to display entries from both the previous day and current day when entered using the mobile app. However, disposal entries made in Dispatch will only display in the driver application for the current day....
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The following enhancements have been made to the Customer Portal's Manage Automatic Payments screen: The 'Auto Pay' screen has been renamed to 'Manage Automatic Payments.' The 'Enable Auto Pay' has been renamed to 'Enable Automatic Paymen...
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The Note field in the Vehicle Inspection screen has been revised to have a character limit of 500. If the user exceeds this limit, the 'Set' button becomes inactive. Pathway: NavuNav (Android) ...
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The following changes have been applied to both the Quick Pay and Make a Payment screens available in the Customer Portal: Radio buttons and payment options have been added to allow customers to select how they would like to pay. If 'Selec...
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Last Updated: 11/20/2023
in Accounting Home Pathway: Accounting > Period Closing The Period Closing screen provides a list of divisions for which the AR (Accounts Receivable) period can be closed. Once closed, the system restricts any further AR activity within that period. It's imp...