-
Last Updated: 04/22/2026
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 b...
-
Pineapple Payments is set to officially sunset effective April 30th, 2026. What this means to you We’ve been working behind the scenes to make this transition as seamless as possible. As part of ongoing platform alignment within Fiserv ...
-
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. ...
-
Pathway: Reports > Standard Reports > AR > Operations Report The Operations Repor t offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analyze t...
-
Pathway: Reports > Standard Reports > AR > Check Listing The Check Listing report provides a detail breakdown of the AP Check Batch process by division for a given time period including the check number, the batch number of when the ch...
-
Pathway: Reports > Standard Reports > AR > Aging Summary To 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...
-
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 ...
-
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...
-
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...
-
Pathway: Reports > Standard Reports > Accounts > Service History The Service History Report provides a comprehensive overview of the service history for the sites associated with an account, within a specified time frame. Permiss...