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Division Setup Inter-company tab added Enable Disposal Billing field options: No Yes (Bill to Site for each transaction) Yes (Automated GL Batch) Bill to Site Includes a site search to direct billing to. Disposal Charge Code D...
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In AR Aging Management, the Division filter was enhanced to support the selection of multiple divisions. Pathway: Accounting > AR Aging Management ...
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In the Rate Update Batch screen, a 'Created User' field has been added to the 'Created Date' column, and a Net Variance column has also been added.
Pathway: Sales > Rate Update Batches ...
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A 'Service Description Display' drop-down field has been added to the Mobile tab of the Line of Business Setup screen. Pathway: Setup > Services > Line Of Business ...
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Within the 'Create Account' screen, Account Custom Properties and Site Custom Properties have been relocated to the bottom left of the screen. Pathway: Accounts > Add Accounts ...
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Last Updated: 07/25/2024
in Setup Home System Pathway: Setup > System > Reason Code The Reason Code Setup screen includes the reason codes used in different areas of the product to identify the purpose of an action. For instance, reason codes are used for on-call orders to identify wh...
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An issue has been resolved that prevented the loading of the Bill Batch Summary screen in Billing Analysis Window. Pathway: Accounting > Billing ...
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The following enhancements have been made to the Service Region Setup screen: Addition of a Division filter. A CSV export option was added. Addition of Search. Pathway: Setup > Services > Service Region ...
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Last Updated: 07/24/2024
in Setup Home Operations
Pathway: Setup > Operations > Route Route Setup establishes the routes used for servicing sites. Active routes display in Dispatch and Active Dispatch once a service record has been assigned. Permissions The following pe...
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In the Add/Edit Route, users can now specify default trucks and drivers for each day of the week. Additionally, a Default Description field has been added, allowing users to include a label that will appear in parentheses after the route name in Dis...