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A new Refund Request feature has been added to both the Customer Service screen and the Accounting module. Details about this feature, including setup, are outlined below. New Permissions Pathway: Setup > System > Permiss...
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The User Activity screen has been updated to better highlight activities with associated details. Clicking on an activity will display its details in the lower grid of the screen. Pathway: Accounts > User Activities ...
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Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an ...
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Last Updated: 12/01/2025
in Accounts Home Services
Pathway: Accounts > Add Active Service For site services with an on-call frequency, the option to apply a daily rental fee when the service is created is available. Daily inactivity rental is only charged during scheduled billing batches...
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Last Updated: 12/01/2025
in Database Home Pathway: Database > Import > Import Account/Site Info Use the Import Account/Site Info screen to upload customer and site data from a CSV file or PDF . Before importing, review the file to ensure it meets the required format specif...
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Logic for the Invoice Due Reminder Template in Bill Group Setup has been enhanced. Previously, reminder invoices were not sent when an invoice included a payment or adjustment from a prior billing period. This has been resolved. Pat...
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Updates have been made to the Payment by Day Analysis screen to address issues that caused certain transactions to be excluded due to date formatting and payment type filtering. To improve accuracy and clarity, additional columns have been ad...
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A fix has been deployed to resolve an issue where the GL Pending tab displayed unexpected older data following the 76 upgrade. The tab now correctly shows only the appropriate pending records as intended. Pathway: Accounting > GL Transa...
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An issue was identified where users encountered an error when attempting to add a new scale interface. This has been resolved. Pathway: Operations > Inbound / Outbound ...
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An issue has been resolved that caused the AP Check Batch to fail to create after the user has entered all the required information and selected 'Create Batch.' Pathway: Accounting > AP Check Batch ...