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Last Updated: 12/02/2025
in Setup Home Services
Pathway: Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
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Pathways: Setup > Services > Service Code | Setup > Services > Available Service Code This article explains how to define a default rate for a service code. When a default rate is set, it is automatically applied at the time the servic...
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Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an ...
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Last Updated: 12/01/2025
in Accounts Home Services
Pathway: Accounts > Add Active Service For site services with an on-call frequency, the option to apply a daily rental fee when the service is created is available. Daily inactivity rental is only charged during scheduled billing batches...
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Last Updated: 12/01/2025
in Database Home Pathway: Database > Import > Import Account/Site Info Use the Import Account/Site Info screen to upload customer and site data from a CSV file or PDF . Before importing, review the file to ensure it meets the required format specif...
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Logic for the Invoice Due Reminder Template in Bill Group Setup has been enhanced. Previously, reminder invoices were not sent when an invoice included a payment or adjustment from a prior billing period. This has been resolved. Pat...
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Last Updated: 12/01/2025
in Accounting Home Billing
Pathway: Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...
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Updates have been made to the Payment by Day Analysis screen to address issues that caused certain transactions to be excluded due to date formatting and payment type filtering. To improve accuracy and clarity, additional columns have been ad...
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A fix has been deployed to resolve an issue where the GL Pending tab displayed unexpected older data following the 76 upgrade. The tab now correctly shows only the appropriate pending records as intended. Pathway: Accounting > GL Transa...
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An issue was identified where users encountered an error when attempting to add a new scale interface. This has been resolved. Pathway: Operations > Inbound / Outbound ...