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The following enhancements have been applied to Role Setup and its Permissions grid: Columns renamed: The 'Authorized' column was renamed to 'Authorized Permissions.' The 'Not Authorized' column was renamed to ' Not Authorized Permissions.' The...
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An issue has been resolved that was preventing the AR Analysis Details screen from loading large sets of data. Pathway: Reports > Analysis > AR Analysis ...
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In the Tax Rate tab of the Tax Region Setup screen, a new 'Type' column has been added. Pathway: Setup > Accounting > Tax Region ...
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Last Updated: 01/16/2024
in Operations Home Dispatch Pathway: Operations > Dispatch When the Dispatch screen displays, routes without a designated driver display at the top of the list. This screen allows for the editing of truck and driver assignments; however, truck/driver re-assignmen...
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Last Updated: 01/15/2024
in Operations Home Dispatch Pathway: Operations > Dispatch > Services List Use the interactive map available from the Services List in Dispatch to move service records to new routes as a one-time change. Only the selected service locations will display on the map ...
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Last Updated: 01/12/2024
in Sales Home Rate Update Batch Pathway: Sales > Rate Update Batch The Rate Update Batch tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch: Site Service Batch or ...
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The Billing Batch screen's Auto Pay Enrolled column has been enhanced to display details of the values listed in the column with a tool tip. Hover over the value and the details will be displayed. Pathway: Accounting > Billing ...
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Previously, when viewing a site, the Active Services section of the screen was taking longer to load than usual. This has been resolved. Pathway: Accounts > Search > Accounts ...
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Previously, in the Route Management Pending tab, when a new route was set and the 'Post' button was clicked, the route would post successfully, but the screen would persistently show "updating." This has been resolved. Pathway: Operatio...
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The issue with the Per Unit work order charge rate has been resolved. Specifically, if a user changed the rate from a previous amount back to the default rate of $0.00 the change did not stick. Pathway: Accounts > Search > Account...