Updated Articles

  1. User Setup - Enhancements Made To Add/Edit User - (15797)

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Setup - 70 Release
    The following changes have been applied to the User Setup screen: A refresh page option added. Reset Password has been moved to the bottom of the Edit User tool. Manager ID has been changed to Manager. Pathway:  Setup > System > User ...

  2. Rate Update Batches - Multi Select Option Added to Filters (15770) [Enhancement]

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Sales - 70 Release
    The multi-selection option has been added to both Add Rate Update Batch screens for the following drop down screen filters: Service Region Line Of Business Account Class Site Class Bill Group Pathway:   Sales > Rate Update Batches >...

  3. Inventory Management - Removal and Swap Work Orders Not Removing Containers from Site Inventory (15829)

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Operations - 70 Release
    Previously, when a user updated the inventory on a work order to indicate the removal or exchange of equipment and marked the work order as complete, the site inventory did not reflect this change. This has been resolved. Pathway: Accou...

  4. AR Payment Batch - Search Field Fix (15790)

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Accounting - 70 Release
    An issue has been corrected to display a distinct value when search results are returned.  Pathway: Accounting > AR Payment Batch ...

  5. AR History - Logic Update Related to Calculation of Late Fees and Finance Charges (15834)

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Logic has been updated to ensure that when 'Calculate Manual Finance Charges / Late Fees' is processed, only accounts with an outstanding balance in one of the 'past due' buckets will incur charges. Additionally, an unapplied payment exists that can...

  6. Service Records - Reverse Logic Updated to Services with Multiple Work Orders (15689)

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The logic has been modified to restrict a user from reversing a service if it is linked to multiple work orders, and at least one of those work orders has a status other than 'Scheduled.' Pathway:  Customer Service Screen > Right-Click o...

  7. Analysis Reports (AR Analysis) - Update to Surcharges Amounts (15814) [Enhancement]

    Last Updated: 09/26/2023 in Release Notes Home Release 70 Reports - 70 Release
    The 'Surcharges' in the AR Analysis report have been broken out into 'Surcharges' and 'Surcharge - Non Revenue'. This was done to allow just the surcharge revenue to be tied back to the Revenue Analysis report. Pathway:  Reports > Analys...

  8. AR Account Activity Report

    Last Updated: 09/25/2023 in Reporting Home Standard Reports Account
    Pathway:  Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report provides a detailed transaction history for all sites associated to an account. Permissions Permission ID Permis...

  9. Service History Report

    Last Updated: 09/25/2023 in Reporting Home Standard Reports Account
    Pathway:  Reports > Standard Reports > Accounts > Service History The Service History Report provides a comprehensive overview of the service history for the sites associated with an account, within a specified time frame. Permissio...

  10. Vehicle Inspection Results Report

    Last Updated: 09/21/2023 in Reporting Home Standard Reports Disposal Reports
    Pathway:  Reports > Standard Reports > Operations > Vehicle Inspection Results The Vehicle Inspection Results report provides inspection results recorded by the driver for a specific vehicle during a period of time indicated by the start an...
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