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Last Updated: 03/18/2026
in Accounts Home Accounts Screen
Pathway: Account (Customer Service Screen) > Display Inventory > Equipment (tab) Site Inventory keeps track of the equipment and trucks used at a site. Users can use this feature to document equipment additions, removals, and transfers ...
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Last Updated: 03/18/2026
in Setup Home Services
Pathway: Setup > Services > Charge Code Charge Codes establish the charges available to a line of business and are used when billing for a service. This is the first step in setting up charge codes for use in active services, work orders...
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Pathway: Accounting > AR Aging Management The AR Aging Management screen categorizes a company's accounts receivable according to the length of time an invoice has been outstanding. In addition, users can take action on targeted past...
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The Bank Account Setup screen has been updated to include a Division filter as well as Export and Search options. Pathway: Setup > Accounting > Bank Account ...
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Last Updated: 03/18/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Bank Account The Bank Account Setup screen stores the bank account details used in AR Payment Batch for payment processing. This screen consists two sections, an upper grid and a lower grid. The upper gr...
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Pathway: Operations > Inbound / Outbound Before using the Inbound / Outbound screen, specific scale-related setup requirements must be completed. Refer to the Scale-In Setup article for necessary setup information. Permiss...
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A new configuration option is available to support revenue allocation by servicing yard or depot . When caonfigured, revenue generated from services can be tracked based on the yard responsible for performing the work. To support this, a new Cal...
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Last Updated: 03/16/2026
in Setup Home Operations
Pathway: Setup > Operations > Yard Yards are used for inventory management and can be assigned as the start and end locations of a route to define where the route begins and ends. Additionally, Route Optimization uses yard informat...
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To improve the handling and processing of large data volumes, logic has been enhanced and screen improvements have been made to the Bulk Customer Portal Invites screen. Refer to the article linked below for additional information about this screen...
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Last Updated: 03/16/2026
in Database Home Pathway: Database > Send Bulk Customer Portal Invites The Bulk Customer Portal Invites tool facilitates the mass distribution of portal invites to two groups: new users without a portal account and existing users who haven't accepted a p...