Updated Articles

  1. Tax Verification - Improvements to Screen Display (15852) [Enhancement]

    Last Updated: 10/12/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The Tax Verification screen has been updated with the following changes: Previous check box selections for "Verified," "Not Verified," "Failed," "Address Not Found" and "Errors" now display as a tabset. A Confirmation prompt has also been added ...

  2. Account Class - Screen Modifications to Add/Edit Account Class (15853) [Enhancement]

    Last Updated: 10/12/2023 in Release Notes Home Release 70 Setup - 70 Release
    The Add/Edit Account Class screen has been modified with the following changes: The 'Status Management' and 'Finance Charge / Late Fees' sections have been relocated to their own tabs. Two new fields "Deposit GL Account" and "Deposit GL Segment" ...

  3. Service Record - Unable to Print Labels (15758)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Accounts - 70 Release
    An issue that previously resulted in an error when a user tried to print labels has been resolved. ...

  4. Services List - Equipment Column Updated to Include Equipment Properties (15880) [Enhancement]

    Last Updated: 10/11/2023 in Setup Home Operations
    The Equipment column on the Services List screen now shows an asterisk next to the equipment type if that equipment includes properties related to a service. When you hover your cursor over the asterisk, the associated properties will be displayed. ...

  5. Operations - Holiday Schedule Editor Updated (14371) [Enhancement]

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Setup - 70 Release
    Previously, when making changes to a holiday schedule item, only the "From Date" field was accessible for editing. This feature has been enhanced to include an editable "To Date" field as well. Pathway:  Setup > Operations > Holiday Sche...

  6. System - New Key Paths Added to Service Notifiction / Reminder Template (15879) [Enhancement]

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Setup - 70 Release
    Key Paths for the "Service Notification / Reminder," Notification Type has been updated to include "account.division."   Pathway: Setup > System > Notification Template ...

  7. Dispatch - Service Record Posting Destruction Date And Receipt (15869)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Operations - 70 Release
    The following updates have been applied to the Destruction Date Tracking field in Work Type Setup: A new option "Tracking and Destruction Date Entry Required" has been added and requires the user to enter the Transfer Receipt Date and Destructio...

  8. Accounts - Service Record External ID Not Copying to Service Record (15848)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Previously, when creating an on call work order, the External ID was not copying over to  the service record. This has been resolved.   Pathway:  Accounts > Search > Accounts  ...

  9. Rate Update Batch - Site Information Not Displaying After Batch is Posted (15789)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Sales - 70 Release
    Previously, after a rate update was posted, the Site ID and Site Name did not display when the batch was reopened. This has been resolved.  Pathway:  Sales > Rate Update Batch ...

  10. Standard Reports (AR) - Driver Productivity Removed (15872)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Reports - 70 Release
    Within Standard Reports >  AR, the Driver Productivity Report has been removed.  Pathway:  Reports > Standard Reports > AR  ...
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