Updated Articles

  1. Opportunities - Dashboard Filter Not Limiting Detail Results - (15641)

    Last Updated: 08/18/2023 in Release Notes Home Release 69 Sales - 69 Release
    Previously an issue was occurring within the Opportunities Dashboard where the filter options were not matching the grid details results.  This has been resolved.  Pathway:  Sales > Pipelines > Opportunities  ...

  2. New Account/Site Template - Sales Rep Field Added - (15604)

    Last Updated: 08/17/2023 in Release Notes Home Release 69 Setup - 69 Release
    An enhancement has been made to both New Account Template and New Site Template adding a field for Sales Rep.  Pathway:  Setup > Account > New Account/Site Template ...

  3. Dispatch - Edit Route Record Logic Updated (15605)

    Last Updated: 08/11/2023 in Release Notes Home Release 69 Operations - 69 Release
    Logic has been updated to the Edit Route Record screen for default assignments. To avoid updating in-progress routes, when a default is applied, it will only update route records greater than today.    ...

  4. Dispatch - Route Sheet Format 7 Updated (15600) [Enhancement]

    Last Updated: 08/11/2023 in Release Notes Home Release 69 Operations - 69 Release
    Format 7 in the 'Select Route Sheet' drop down (Dispatch screen), has been modified to include site name and name 2. Pathway:  Operations > Dispatch ...

  5. Edit Service - Confirmation Window Popup Added (15606) [Enhancement]

    Last Updated: 08/11/2023 in Release Notes Home Release 69 Accounts - 69 Release
    A new Confirmation popup has been added to active services. This popup will be displayed when a user tries to edit a service included in an open rate update batch. To proceed, the user must select either 'Yes' or 'No'. Yes: Opens the edit screen a...

  6. Work Orders - Charge Codes Missing When Work Order is Created from a Proposal or Agreement (15589)

    Last Updated: 08/10/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved that prevented the default charge codes from displaying on the work order when the work order was generated from services originating from a proposal/agreement. ...

  7. Accounting (Setup) - New Setting in Bill Group Setup (15563) [Enhancement]

    Last Updated: 08/10/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new 'Enable Automatic Billing Batch Creation' field has been added to the Add/Edit Bill Group screen. If disabled, ('No' is selected) upon completion of a batch, a new batch is automatically created. Pathway: Setup > Accounting > Bill...

  8. Bill Group Setup - Screen Updates (15567) [Enhancement]

    Last Updated: 08/10/2023 in Release Notes Home Release 69 Setup - 69 Release
    In the 'Add/Edit Bill Group' screen, the field name 'Min Amount To Be Printed' has been updated to 'Minimum Invoice Amount To Be Notified.' Additionally, a new field, 'Minimum Account Balance To Be Notified,' has been added. This new field allows yo...

  9. Standard (AR) Reports - Filter Added to Check Listing Report (15545) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Reports - 69 Release
    The Check Listing report has been enhanced with an added Source filter, specifically designed to filter based on the account source. Pathway: Reports > Standard Reports > AR > Check Listing ...

  10. Payment Batch - Default Payment Type Added (15603) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Accounting - 69 Release
    A new "Default Payment Type" feature has been added to Payment Batch. By selecting a default payment type, new payments for the batch will default to the type selected. If a default is not selected for the batch, the user must select the type each t...
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