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The Division filter has been updated to ensure disposal records are filtered based on the appropriate division. When a disposal ticket is associated to a work order, the filter is applied using the division associated to the site. When a disposal ti...
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Pathway: Operations > Disposal Activity The Disposal Activity tool tracks progress made toward a disposal location's predefined target usage goal. Progress towards target usage is calculated when a Disposal / Ship record is attached to ...
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Pathway: Operations > Disposal Activity The Activity tab of the Disposal Activity screen provides a summary of historical target usage for each disposal location. Filtering and field options displayed along the top of the screen provide fl...
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Billing has been enhanced to support a new Catch Up billing batch type that includes previously unbilled services and charges, including recurring services and any catch up billing charges enabled at the bill group level. Catch Up billing may be...
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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...