Updated Articles

  1. Check Listing Report

    Pathway:  Reports > Standard Reports > AR > Check Listing The Check Listing  report provides a detail breakdown of the AP Check Batch process by division for a given time period including the check number, the batch number of when the ch...
  2. Aging Summary To Date

    Pathway:  Reports > Standard Reports > AR > Aging Summary To A Date The Aging Summary To A Date report summarizes the aging details for accounts in the selected division based on the date entered.   It provides a snapshot of accounts re...
  3. Aging Details

    Pathway:  Reports > Standard Reports > AR > Aging Details The Accounts Receivable (AR) Aging Details report provides a more detailed view of outstanding customer invoices, providing additional information beyond the AR Aging Rep...
  4. Aging Report

    Pathway:  Reports > Standard Reports > AR > Aging The Accounts Receivable (AR) Aging report provides a clear and organized overview of outstanding customer invoices to help monitor payment trends. This report displays account ...
  5. Service History Report

    Pathway:  Reports > Standard Reports > Accounts > Service History The Service History report provides a comprehensive overview of all service activity for sites associated with an account. By specifying a time-frame, detailed work orde...
  6. AR Account Activity Report

    Pathway:  Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report   provides a detailed transaction history for all sites associated with an account. Each transaction entry includes key informat...
  7. Operations - Front Load

    This is a rolling 13-month operational and financial dashboard for a Front Load waste collection business. Data rolls off monthly with the most recent period on the left, giving management a continuous trailing-year view at all times. Wh...
  8. Operations - Roll Off

    Pathway: Dashboard > Dashboard [drop down] > Operations - Roll Off The Operations – Roll-Off Dashboard provides a comprehensive view of the Roll-Off line of business performance and is broken into three views, each designed to supp...
  9. Operations - Residential

    Pathway:   Dashboard > Dashboard [drop down] > Operations - Residential The Operations – Residential Dashboard provides a comprehensive view of the Residential line of business performance over the course of a year with the most rece...
  10. Site Geocoding & Service Time - Overview

    Pathway:  Operations  > Site Geocoding & Service Time Site Geocoding is the process of assigning precise geographical coordinates (latitude and longitude) to a service location ( Site ). This creates a digital "pin" on the map, wh...