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The following updates have been applied to the Disposal Records and Work Order Charges entities: Disposal Records Service Code Name has been added as a query field. Work Order Charges ...
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Last Updated: 11/26/2024
in Accounts Home Services Pathway: Accounts > (search Account) > Transfer Services The Transfer Services too l is available in the Active Services section and is used to transfer the services t o from one site to another. Because transferring servi...
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Last Updated: 11/26/2024
in Accounts Home Accounts Screen
Pathway: Account (Customer Service Screen) > Display Inventory > Trucks (tab) The Trucks tab is part of the scale process and enhances the efficiency of the disposal ticket workflow. If you wish to learn further information about Scale...
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Last Updated: 11/26/2024
in Accounts Home Accounts Screen Pathway: Account (Customer Service Screen) > Display Inventory > Equipment (tab) Site Inventory keeps track of the equipment and trucks used at a site. Users can use this feature to document equipment additions, removals, and transfers to...
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Last Updated: 11/26/2024
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Account An account status indicates the present state or condition of a customer account within a business. When accessing an account, the current status is visible in the account section of the customer serv...
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Pathway: Accounts > Search > Accounts Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of paymen...
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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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Pathway: Accounts > Search > Accounts screen This article explains how to access account transactions by right-clicking within a line item's row. The available options vary depending on the line item type: Invoice, Payment and Adjust...
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Pathway: Accounts > Search > Accounts (AR History) To generate an invoice for a customer, use the Invoice tool found in the customer's AR History. Invoices can be generated either for an individual site or for all sites associated with the...
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Pathway: Accounts > Search > Account From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form). Permissions The fo...