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Last Updated: 04/17/2026
in Reporting Home
Customer Analysis Reports Customer Service Screen (Accounts) > [click-on] Customer Analysis & Reports icon Analysis – Revenue By Period This account-level report provides a summary of billed revenue for the viewed account, with hyperlink...
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The filtering logic was updated for the Traffic Direction filter on the History tab of the Inbound / Outbound screen to correctly display the data as either All, Inbound, or Outbound orders when using this filter. Pathway: Operati...
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A new setting, Include Work Order Images / Attachments has been added to the Add/Update Bill Group Notifications screen for the notification option: Notification Template (Invoice as Attachment) . When set to Yes, if a work order includ...
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Last Updated: 04/15/2026
in Setup Home Account Pathway: Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when adding an appointment for an account. Field Descriptions Field ...
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Last Updated: 04/15/2026
in Release Notes Home Release 75
The release notes in this article correspond to release version 75. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
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Last Updated: 04/15/2026
in Release Notes Home Release 74
The release notes in this article correspond to release version 74. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
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Last Updated: 04/15/2026
in Release Notes Home Release 73
The release notes in this article correspond to release version 73. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
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Screen logic has been enhanced to Driver Timeline to prevent a user from closing the Driver Timeline screen if they have accessed another screen from it. Example: the user opened Driver Timeline and then selected Fuel to open the Fuel Receipt...
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Overview
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Last Updated: 04/15/2026
in Setup Home Accounting Pathway: Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, Ser...