-
A new '4x6 Hazardous Waste Label - With Background' option has been included in the Print Work Order Labels list on the Edit Service Record screen. Pathway: Work Order (search) > Charges (tab) ...
-
Pathway: Reports > Standard Reports > AR > Work Order Payments The Work Order Payments report provides a comprehensive breakdown of each work order that is associated with a payment transaction. Only work orders that have a payment transac...
-
Last Updated: 10/24/2023
in Setup Home Services This article details the setup required to include a monthly service minimum for sites. When setup is complete, a Minimum Per Month field will display when adding an active service to a site, or adding a service to a proposal. Setup: Li...
-
Functionality has been improved to enable the transfer of a deposit that has been converted into a payment to another account. Pathway: Accounts (Customer Service Screen) > AR History ...
-
Previously, if a user created an on call order, and changed the Schedule Date after the Service Code field was populated, the service code is removed. This has been resolved. Pathway: Accounts (Customer Service Screen) > Create On Call...
-
The following columns have been added to the Navusoft File Format export: Location Postal Code Location Full Postal Code Location Phone Business Hours Service Days Service Day Hours Service Code Service Code Name Equipment Type Equipmen...
-
The Create Invoice screen has been updated to include a Grand Total at the bottom. Pathway: Accounts (Customer Service Screen) > AR History ...
-
To prevent errors when processing billing batches with an invoice message greater than 500 characters, the Invoice Message field in Add and Update Bill Group has been expanded to accommodate up to 2000 characters. Pathway: Setup > Accou...
-
Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Reports > Analysis > Customer Analysis The Customer Analysis report provides two report options: Earned Revenue and Revenue. These reports provide a breakdown of revenue associated with the accounts that meet the criteria defined ...
-
Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Report > Analysis > Revenue Analysis The Revenue A nalysis Report offers a detailed breakdown of billed revenue based on the selected report Type. This provides users with the flexibility to analyze and interpret both monthly an...