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The Notes field on the Vehicle Inspection Results screen has been enhanced to accommodate 500 characters, resolving the issue where vehicle inspections were not being posted when drivers entered lengthy notes. Pathway: Operations > Disp...
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The following enhancements have been applied to the AR Payment Batch screen: The 'Bank Cleared Date' column has been relocated to display next to the 'Date' column. A "Change Account" option (available by right clicking within the row of the acc...
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Last Updated: 11/17/2023
in Accounting Home Pathway: Accounting > Status Management The Status Management screen consists of four tabs that are primarily used to oversee and manage the status of accounts that are on, or eligible for credit hold. Permissions Permis...
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Pathway: Reports > Standard Reports > AR > Operations Report The Operations Repor t offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analyze t...
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Service Record logic has been updated to prevent the rounding of the Gross Qty and Charge Qty fields to 2 decimal places. Pathway: Accounts (Customer Service Screen) > Service Record - Charges tab ...
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Improvements have been applied to the format and display of the 'Account Balance Due' and 'Past Due' fields, along with the 'Make a Payment' button for invoices. Additionally, a "Login to Portal" link has also been added. Pathway: Ac...
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The Dispatch screen has been updated to group routes by Division, Line of Business and Date. Pathway: Operations > Dispatch ...
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Last Updated: 11/08/2023
in Operations Home Dispatch Pathway: Operations > Dispatch > Select Truck/Select Driver Truck Calendar The Truck calendar presents truck-specific engine and route details. To enter truck and worker information for a particular day, simply right-click on the desired ...
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In Add/Edit Document Format, the Format Class field has been updated to a drop down that can be edited. Pathway: Setup > Document Formats > Format ...
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A new "Self-Service Label" field has been added to the Add and Edit Work Type Setup screen. Field entry is optional and is related to self service ordering allowing users to apply a specific label for site service actions. If a label is not entered ...