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The issue with the truck display, which was preventing the hyperlink to the Truck History Calendar Screen from appearing, has been successfully resolved. Pathway: Operations > Dispatch ...
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Last Updated: 10/09/2023
in Setup Home Account Pathway: Setup > Account > Site Class Site Class categorizes sites within an account and is primarily used in target pricing. Add Site Class Field Descriptions Field Description Name Required The name of the ...
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The Pipeline Opportunities Dashboard now includes a new "Contact" column. If a contact is identified on the proposal, the contact's name will display as a hyperlink in the Contact column. When selected, the 'View Contact' screen screen displays wit...
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Last Updated: 10/02/2023
in Reporting Home Analysis Pathway: Reports > Analysis > AR Analysis The Accounts Receivable (AR) Analysis report offers a comprehensive examination of the Division's AR activity for a designated fiscal year. Permissions Permission ID Permission N...
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If the 'Enable ERP Integration' is set to 'Yes' in System Options Setup, an ERP ID field will display in Tax Region Setup. Pathway: Setup > System > System Options; Setup > Accounting > Tax Region ...
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The following changes have been applied to the labels on the Edit Route Record popup editor: Miles field has been removed 'Start Time' was renamed to 'Scheduled Start Time' 'End Time' was renamed to 'Expected End Time' 'Disposal Location' was r...
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The Bank Account Setup screen now includes the option to restrict bank accounts by division. When a division is linked to a bank account, only the bank accounts associated with that specific division will appear as a selectable option on the 'Create...
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Previously, when there was a future change to work order charge pricing, the new pricing was being used before the effective date of the price change. This has been fixed. Pathway: Customer Service Screen ...
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The character limit for address line 2 on invoices has been extended to 255 characters, and the Postal Code limit has been increased to 12 characters. This resolves the issue of addresses not printing on the invoice if the character limit was exceed...
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Last Updated: 09/28/2023
in Accounts Home Accounts Screen Pathway: Accounts > Search > Account An account status indicates the present state or condition of a customer account within a business. When accessing an account, the current status is visible in the account section of the customer servic...