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Automatic payment processing has been updated so that when a payment succeeds and the remaining balance is below the configured minimum amounts for notifications to be sent, invoice emails and printing are disabled. Pathway: Setup > A...
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An issue has been resolved where site services were not loading when the first site viewed did not have any active services. ...
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Previously, clicking a PDF attachment name in the Work Order details would generate a browser error. This has been resolved, and PDF attachments now load correctly when accessed via the link. Attachments accessed through the paper clip icon were alr...
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Last Updated: 01/26/2026
in Setup Home Services
Pathway: Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
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Editing the material on a scale ticket now clears disposal values from any disposal charge code that does not match the selected material and sets the quantity on the matching disposal code. Pathway: Operations > Inbound / Outbound - Ad...
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Inbound receiving now supports tracking and billing by volume in addition to weight. A new Volume field has been added to disposal records for Inbound / Receiving orders. To support this, the following logic is applied: The Volume field is only di...
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The Division filter has been updated to ensure disposal records are filtered based on the appropriate division. When a disposal ticket is associated to a work order, the filter is applied using the division associated to the site. When a disposal ...
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Pathway: Operations > Disposal Activity The Disposal Activity tool tracks progress made toward a disposal location's predefined target usage goal. Progress towards target usage is calculated when a Disposal / Ship record is attached to ...
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Pathway: Operations > Disposal Activity The Activity tab of the Disposal Activity screen provides a summary of historical target usage for each disposal location. Filtering and field options displayed along the top of the screen provide fl...
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Billing has been enhanced to support a new Catch Up billing batch type that includes previously unbilled services and charges, including recurring services and any catch up billing charges enabled at the bill group level. Catch Up billing may be...