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The logic has been modified to 'View' with regard to which file types appear upon hovering. When a user hovers their mouse over 'View,' only a preview for image file types will be shown. Pathway: Setup > Report Formats ...
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Pathway: Reports > Standard Reports > AR > Sales Tax The Sales Tax Report provides an overview of total sales within each tax region within a division. It further details the taxable amount and the total taxes collected for the specified t...
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Pathway: Reports > Standard > AR > Payment Batch Listing The Payment Batch Listing report lists all the payment batch details within a time period. The report can be further filtered by the Bank Account or Type assigned to the batch. ...
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Previously, an issue was occurring with customers receiving multiple Credit Card Expiration Notifications when Quick Pay was setup. This has been resolved so 'Quick Pay' payments are no longer included in expired credit card notifications. ...
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A new "Type" column has been added to the 'AR Analysis Details - Payments' screen, which indicates the type of payment received. To access this screen and review payments for a specific month, select an amount from the Payments row. Pathw...
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If a site includes a warning message, the popup logic has been updated to prevent the message from reappearing on the screen after user-initiated manual refreshes and system-generated refreshes. Pathway: Customer Service Screen (Account...
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The 'Applied Date' column has been removed from the Applications From Payment screen. Pathway: Customer Service Screen (Accounts) > AR History ...
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The 'Edit Account' screen has been updated to display in two separate tabs: "Account" and "Settings." This enhancement has also resolved the issue of the 'Update Account Custom Settings' gear icon being pushed off the screen. Pathway: Ac...
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The Account Portal has been updated to grant users of an inactive site access to view service history information, associated photos, manifests, and report attachments. Other options, such as the ability to create a request or view AR information, a...
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Pathway: Reports > Standard Reports > AR > Payment Transfer The Payment Transfer Report is used to review and audit payments that have been transferred between divisions within an identified time period. Required Permission T...