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Previously, the summary section in the Shipping Report for transfer batches was not displaying the information. This has been fixed. Pathway: Operations > Manifest Processing > Manifest Consolidation: Option to Print Shipping Report ...
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The Batch screen has been updated to display the work order number under the account name if the payment is associated to a work order (payment was collected on the Payments tab of the Service Record/Work Order). Pathway: Accounting > A...
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To support inbound and outbound services, fields in Work Type and Work Type Event Class Item have been renamed to the following: 'Inbound' is now 'Inbound / Receiving' 'Outbound' is now 'Outbound / Receiving' Pathway: Setup > Operation...
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The Created By and Created Date fields for split orders have been updated to display the name of the user who created the split order and the date the split order was created. Prior to this update, the split order used to show the user of the parent...
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In Account Class Setup, a new setup option 'Hide Rate On Work Order Format' has been added to the Details tab. If selected, rates will be hidden from view on scale tickets or work orders that support printing rates. This setting also exists at the a...
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A new Payments tab has been added to the Service Record screen, enabling direct application of payments for services. The following payment method types are supported: Cash Check Credit Card ACH If the account has a saved payment method on fi...
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Last Updated: 07/20/2023
Welcome to your new space Use it to create something wonderful. To start, you might want to: Customise this overview using the edit icon at the top right of this page. Create a new page by clicking the + in the space sidebar, t...
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A fix has been deployed to the AR History screen related to invoice adjustments to correctly display adjusted amounts. Pathway: Accounts > Search > Accounts: AR History
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Within Dispatch , the ' Weekly By LOB ' and 'Weekly By Work Type' screen views have been updated to display the correct data when switching between views. Pathway: Operations > Dispatch ...
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A change has been made to rename the Account Analysis Report to Customer Analysis. In addition, the account/site name is a hyperlink to the site/account when clicked on. Pathway: Reports > Analysis > Customer Analysis ...