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A calculation issue on Disposal Records that caused a discrepancy in the pounds to long ton conversion has been resolved. ...
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An issue that caused the Inbound Order creation screen to automatically advance when the default Origin text was fully deleted has been resolved. Previously, if a user began typing in the Origin field and then deleted the entered text to resta...
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Last Updated: 03/10/2026
in Accounts Home Service Records
Pathway: Accounts > Search: Account > Create On Call Order The Prepayment option is a feature that can be used during the creation of an on-call order to collect payment before a service is started. This allows for a seamless and conveni...
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When emailing a Service Proposal, the recipient of the email should see the correct keypath data displayed in the subject area of the received email. This was not displaying correctly and has been fixed. Pathway: Account > Orders, Qu...
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Last Updated: 03/10/2026
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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Updated logic for the Create On Call Order process so that the on call order PO number is no longer preloaded with the site PO number upon initial create. Pathway: Customer Service Screen > Calendar Section > [right-click] Create On...
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The customer service Blanket Purchase Order Billed To Date popup has been updated: Invoice # column added as the first column. Export to Excel button added to the dialog bar. S earch box added to the dialog bar. Account Speci...
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The issue with the Task details section of the Accounts > User Activities not populating when the Tasks value is either 0/# or #/0 for a given user has been fixed. When clicking on a Task value of 0/# or #/0, the history of tasks for that u...
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Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an in...
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The issue with the account not displaying on the Statement PDFs when the aging bucket balances are all zero has been fixed. Pathway: Account > AR History icon > Statement dropdown > Print Statement ...