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We’ve resolved an issue where some billing jobs would get stuck in a “Processing” status and return an error after processing failed. This was related to a recent enhancement to anniversary billing proration logic and is now working as expected. A...
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An issue that caused non-taxable revenue to display under the Taxable Revenue column in the Sales Tax Report has been corrected. Pathway: Reports > Standard Reports > AR > Sales Tax ...
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Pathway: Reports > Standard Reports > Accounts > Service History The Service History report provides a comprehensive overview of all service activity for sites associated with an account. By specifying a time-frame, detailed work orde...
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Pathway: Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report provides a detailed transaction history for all sites associated with an account. Each transaction entry includes key informatio...
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Pathway: Reports > Standard > AR > Payment Batch Listing
The Payment Batch Listing report provides a detailed view of payment batches for a selected period, with an optional filter for bank account . It includes key informatio...
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Pathway: Reports > Standard Reports > AR > Aging
The Accounts Receivable (AR) Aging report provides a clear and organized overview of outstanding customer invoices to help monitor payment trends. This report displays account ba...
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Pathway: Reports > Standard Reports > AR > Aging Details To A Date
The Aging Details To A Date report provides aging details for accounts in the selected division based on the date entered. It includes a detailed, transaction-level v...
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Pathway: Reports > Standard Reports > AR > Operations Report
The Operations Report offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analy...
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Pathway: Reports > Standard Reports > AR > Aging Summary To A Date The Aging Summary To A Date report summarizes the aging details for accounts in the selected division based on the date entered. It provides a snapshot of accounts re...
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Last Updated: 04/23/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Bill Group
A Bill Group establishes the billing settings an account will follow and is assigned when an account is created. Because accounts often share the same billing criteria, a single Bill Group can...