Updated Articles

  1. Calculate Intercompany Revenue (Accounting) - New Feature (20546, 20678) [New Feature]

    A new configuration option is available to support revenue allocation by servicing yard or depot . When caonfigured, revenue generated from services can be tracked based on the yard responsible for performing the work. To support this, a new Cal...
  2. Fuel Receipts (Operations / Dispatch) - New UOMs Added (20501)

    To support CNG (compressed natural gas) vehicle fueling, four new units of measure (UOMs) have been added to the fuel record UOM drop down. bar psi kilogram pound Pathway: Operations > Dispatch > Fuel [view: Route Data Entry] ...
  3. Permissions (Setup / System) - New Permission 'Configure Scale Workstation' Added (18647)

    Permission 482 (Configure Scale Workstation) has been added to Permission Setup. Users with this permission can add and edit within Scale Workstation Configuration. Users without this permission will have view-only access.  By defau...
  4. Tax Region Setup

    Pathway : Setup > Accounting > Tax Region  The Tax Region Setup screen defines geographic areas where specific tax sets apply to a site such as state and local county taxes. When a tax region is assigned to a site, the associated taxe...
  5. Tax Setup

    Pathway:  Setup > Accounting > Tax   Tax Setup identifies the taxes (City, State, Franchise, etc) that are applicable to accounts. Taxes added here are not individually assigned to accounts and sites, instead, they must be added to...
  6. Tax Class

    Pathway:  Setup > Accounting > Tax Class Tax Class Setup Tax Class is a collection of taxes assigned to specific service codes, charge codes and surcharges. Creating a tax class involves two steps, adding a tax class and assigning tax ...
  7. System Options (Setup) - Update to 'Signed Proposal Notification From Email' (21217)

    The Signed Proposal Notification From Email field in the Sales tab of System Options Setup has been updated to allow a character length up to 255 characters. Pathway: Setup > System > System Options ...
  8. Notification of Pineapple Payments Gateway Sunset

    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 ...
  9. GL Account Setup

    Pathway:  Setup > Accounting > GL Account A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific ledgers, giv...
  10. Default Bill Group Setup

    Pathway:  Setup > Account > Default Bill Group Default Bill Group Setup provides a way to assign an existing  Bill Group as the default bill group for a given Division and Account Class .  Field Descriptions Fiel...