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Last Updated: 03/19/2026
in Setup Home Account Account Class The Convenience Fee feature allows businesses to add an optional fee to manual payments . This can help cover processing costs for payments made in person or over the phone. Convenience fees are set up at the Account Class level, so you can app...
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Last Updated: 03/19/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Accounts From the Account Details section of the Customer Service screen, click the attachments icon to add photos, documents, purchase orders, and waste profiles. The red item number alert displays a dynam...
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Last Updated: 03/19/2026
in Accounts Home Accounts Screen
Pathway: Account (Customer Service Screen) > Display Inventory > Trucks (tab) The Trucks tab is part of the scale process and enhances the efficiency of the disposal ticket workflow. If you wish to learn further information about Scal...
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Last Updated: 03/19/2026
in Setup Home Operations
Pathway: Setup > Operations > Truck The Truck Setup tool is used to add and edit the trucks a company uses to collect waste. Upon open, all trucks are listed. Use the Division and Line of Business filtering options located at the top o...
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A new RFID (Radio Frequency Identifier) field has been added for trucks (internal or 3rd party) which allows tracking between a truck and its associated RFID transponder tag. The field is not mandatory but if entered, the RFID must be unique. If...
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Pathway: Accounts > Search > Account From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form). Permissions The ...
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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 ...