Updated Articles

  1. Unapplied AR Report

    Last Updated: 09/20/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Unapplied AR The Unapplied Accounts Receivable (AR) report offers a detailed overview of unapplied customer balances, aiding businesses in pinpointing and resolving unallocated funds. Re...

  2. Portal - Payment Notificaiton Logic Updated (15801) [Enhancement]

    Last Updated: 09/19/2023 in Release Notes Home Release 70 Portal - 70 Release
    The payment notification logic has been enhanced for payments made through the Account Portal. Now, payment receipts will be sent to the portal user who initiated the payment. Pathway:   Portal > Make a Payment ...

  3. Transfer Service - Service Transfers Not Processing (15809)

    Last Updated: 09/19/2023 in Release Notes Home Release 70 Accounts - 70 Release
    An issue has been resolved that prevented the successful processing of Service Transfers.  Pathway: Accounts > Customer Service Screen > Menu - Transfer Service ...

  4. Edit Service Contract - Delivery/Removal Not Matching Service Change With Equipment Change (15736)

    Last Updated: 09/19/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Previously, in the Edit Service Contract screen, when a service change involved changes to the equipment, the Order Processing screen did not display the Delivery Work Order, and a Delivery Work Order was not generated for the service being added/ed...

  5. Accounts - 'Apply Finance Charges' Logic Updated (15757)

    Last Updated: 09/19/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Logic has been updated to 'Calculate Manual Finance Charges and Late Fees' to correctly reference the 'Apply Finance Charges' option in an account's settings. If 'Calculate Manual Finance Charges and Late Fees' is configured, and the account does no...

  6. Report Format Setup - 'View' Hover Logic Updated (15785)

    Last Updated: 09/19/2023 in Release Notes Home Release 70 Setup - 70 Release
    The logic has been modified to 'View' with regard to which file types appear upon hovering. When a user hovers their mouse over 'View,' only a preview for image file types will be shown. Pathway: Setup > Report Formats  ...

  7. Sales Tax Report

    Last Updated: 09/19/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Sales Tax The Sales Tax Report provides an overview of total sales within each tax region within a division. It further details the taxable amount and the total taxes collected for the specified t...

  8. Payment Batch Listing

    Last Updated: 09/19/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard > AR > Payment Batch Listing  The Payment Batch Listing report lists all the payment batch details within a time period. The report can be further filtered by the Bank Account or Type assigned to the batch. ...

  9. Accounts - Multiple Credit Card Expiration Notifications Sent To Customers (15739)

    Last Updated: 09/19/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Previously, an issue was occurring with customers receiving multiple Credit Card Expiration Notifications when Quick Pay was setup. This has been resolved so 'Quick Pay' payments are no longer included in expired credit card notifications. ...

  10. Analysis Reports - AR Analysis Report Updated (15771) [Enhancement]

    Last Updated: 09/18/2023 in Release Notes Home Release 70 Reports - 70 Release
    A new "Type" column has been added to the 'AR Analysis Details - Payments' screen, which indicates the type of payment received. To access this screen and review payments for a specific month, select an amount from the Payments row. Pathw...
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