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An issue has been resolved where invoices for auto pay declined fees were not generating when an auto pay transaction failed, even though the decline fee amount was correctly configured at the account class level. Additionally, decline fee invoice...
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Work orders that are in Do Not Service due to a Vacation Hold will now correctly display a work status of Vacation Hold instead of Credit Hold . ...
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Last Updated: 01/27/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account,...
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The Blanket Purchase Orders screen now includes Weight Limit , Weight Limit UOM , Volume Limit , and Volume Limit UOM . This allows you to set limits on how much can be charged under a purchase order, helping manage usage and prevent overages. ...
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To give scale operators better visibility into a customer’s purchase order usage and help prevent overages, four new columns have been added to the Purchase Orders screen: Weight Limit , Weight to Date , Volume Limit , and Volume to Date . These...
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A new Display Confirmation checkbox has been added to the Add Service Notes editor to display the note when an On Call or Inbound Order is created. ...
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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...