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A new optional Convenience Fee feature has been added for Manual Payments, with setup established on the Account Class. To support this, the following changes were made: Account Class Setup Three new settings associated to Convenience F...
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An update has been applied to ensure that Vendor Site ID and Vendor Rates are correctly carried forward when a rate update batch is released. Previously, after releasing a rate batch update, new site service records were created without the asso...
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A new account class type, National Accounts , has been added. When enabled, the National Account type allows recording a vendor rate but does not allow selecting a vendor. This account type is intended for internal or intercompany servicing. ...
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Previously, when a new contact was added and the account class has Auto Send Portal Invitation on Contact Creation was set to Yes, the portal invitation link was sent, but the Enable Portal Access checkbox remained unchecked in Add Contact, prev...
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The Excel export from Customer Details > Service History has been updated to separate the Sequence and Completion Date/Time into distinct columns. Previously, both values were combined into the same column in the export file. Pathwa...
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The logic for completing Cash on Delivery (COD) scale tickets using the F2 hotkey has been updated to enforce COD payment requirements. COD tickets with charges can still be saved using F2 , but they will no longer complete until payment is recei...
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The search type filter behavior on the Inbound/Outbound screen has been modified to more precisely limit results to the selected filter type. When a specific search type is chosen (for example, Truck ), the entered search text is now compared onl...
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An issue has been resolved that caused an error message to display when attempting to delete or void a non-integrated credit card payment from an inbound service record. Pathway: Operations > Inbound / Outbound > [open service record...
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An issue has been resolved where daily totals were not updating for outbound loads in the Inbound/Outbound screen. Pathway: Operations > Inbound / Outbound ...
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Cash Tendered and Change Due Amounts Now Tracked in Service Detail Payments (19948) Enhancements have been made to improve cash handling visibility for scale operations by tracking the amount of cash tendered and the change due on cash payments. ...