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Pathway: Accounts > Accounts Request Management The Account Request Management tool exhibits both customer-initiated and customer service-added account requests for all accounts. Upon entry, all open requests are displayed by default. To narrow...
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Pathway: Accounts > Search > Customer Account The following article details how to create an Account Request from the Customer Service screen. An account request is a specific action or information requested by a customer and can be added...
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Pathway: Accounts > Search > Accounts Add an appointment to a customer's account for future meetings, events and followups. An appointment can be added from the account's menu option, or by right clicking within the calendar. ...
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Last Updated: 04/14/2026
in Setup Home Account Pathway: Setup > Accounts > New Site Template New Site Template Setup is used to help streamline the Add Site process with preconfigured field selections. This feature reduces the amount of manual entry, ensuring that the site setup pr...
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Last Updated: 04/14/2026
in Setup Home Account
Pathway: Setup > Account >Attachment Type Attachment Type Setup provides a way to categorize and organize different types of files uploaded to an account or site. Field Descriptions Field Description Att...
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Previously, users without permission 399 (Write Off Balance) were still able to perform balance write-offs. This has been corrected and Balance Write Off is now disabled on the AR History screen for any user who is not assigned permission 399....
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When working with account requests, the user often enters a completion note and clicks Save but forgets to manually mark the request 'Closed'. The system has been updated so that a prompt is displayed if a Completion Note was entered but ...
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Automatic payment processing has been updated so that when a payment succeeds and the remaining balance is below the configured minimum amounts for notifications to be sent, invoice emails and printing are disabled. Pathway: Setup > A...
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Last Updated: 04/13/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and ...
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Billing has been enhanced to support a new Catch Up billing batch type that includes previously unbilled services and charges, including recurring services and any catch up billing charges enabled at the bill group level. Catch Up billing may be...