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An issue has been resolved on the Credit Card Expiration screen that prevented credit cards from displaying if the Auto Pay filter was set to No. Pathway: Accounting > Credit Card Expiration ...
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Last Updated: 04/21/2026
in Setup Home Services Pathway: Setup > Services > Surcharge This article explains how to set up surcharges that can later be added to a surcharge group for application to a site's billing settings. Surcharges are additional fees applied to services and are include...
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Last Updated: 04/21/2026
in Setup Home Accounting Pathway: Setup > Accounting > ERP Export Mapping This article outlines the setup required to configure SAP ERP Export Mapping. Proper setup ensures that service codes, charge codes, and service regions in the system are accurately linke...
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Last Updated: 04/21/2026
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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Pathway: Reports > Standard Reports > AR > Aging Details To Date The 'Aging Details To A Date' report provides additional aging details for accounts in the selected division based on the date entered. Required Permissions ...
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Last Updated: 04/21/2026
in Setup Home Accounting 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/sites and must be added to a Tax Region f...
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Pathway: Reports > Standard Reports > AR > Aging The Accounts Receivable (AR) Aging report is to provide a clear and organized overview of outstanding customer invoices. This report categorizes receivables based on the length of time...
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Last Updated: 04/21/2026
in Setup Home Accounting
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...
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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 to an account. Permissions Permission ID Pe...
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Last Updated: 04/21/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group / Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for ...