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An issue that caused non-taxable revenue to display under the Taxable Revenue column in the Sales Tax Report has been corrected. Pathway: Reports > Standard Reports > AR > Sales Tax ...
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Pathway: Reports > Standard Reports > Accounts > Service History The Service History report provides a comprehensive overview of all service activity for sites associated with an account. By specifying a time-frame, detailed work orde...
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Pathway: Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report provides a detailed transaction history for all sites associated with an account. Each transaction entry includes key informatio...
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Pathway: Reports > Standard > AR > Payment Batch Listing
The Payment Batch Listing report provides a detailed view of payment batches for a selected period, with an optional filter for bank account . It includes key informatio...
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Pathway: Reports > Standard Reports > AR > Aging
The Accounts Receivable (AR) Aging report provides a clear and organized overview of outstanding customer invoices to help monitor payment trends. This report displays account ba...
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Pathway: Reports > Standard Reports > AR > Aging Details To A Date
The Aging Details To A Date report provides aging details for accounts in the selected division based on the date entered. It includes a detailed, transaction-level v...
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Pathway: Reports > Standard Reports > AR > Operations Report
The Operations Report offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analy...
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Pathway: Reports > Standard Reports > AR > Aging Summary To A Date The Aging Summary To A Date report summarizes the aging details for accounts in the selected division based on the date entered. It provides a snapshot of accounts re...
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Last Updated: 04/23/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Bill Group
A Bill Group establishes the billing settings an account will follow and is assigned when an account is created. Because accounts often share the same billing criteria, a single Bill Group can...
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Pineapple Payments is set to officially sunset effective April 30th, 2026. What this means to you We’ve been working behind the scenes to make this transition as seamless as possible. As part of ongoing platform alignment within Fiserv ...