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The following scale setup applies to the various customer types processed at a landfill or transfer facility. For guidance on creating tickets and processing scale customers, refer to the Related Articles section at the bottom of this page. ...
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Pathway: Operations > Inbound / Outbound Before using the Inbound / Outbound screen, specific scale-related setup requirements must be completed. Refer to the Scale-In Setup article for necessary setup information. Permiss...
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An issue has been resolved that was preventing the material set as the Default Inbound Material at the facility from appearing as the default when a new inbound work order is created. Pathway: Setup > Operations > Facility | Operat...
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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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Billing logic has been updated to the Do Not Bill Until Delivery Completed setting in Service Code Setup to expand and include Vendor and Unknown equipment ownership types (selected when adding a new service). With this update, equipment...
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Last Updated: 02/11/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges and Other Fees This article explains how to configure finance charges and other fees, which can be applied to an account's invoice during billing. To allow flexibility across acc...
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Last Updated: 02/11/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and ...
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Last Updated: 02/11/2026
in Setup Home Account Account Class
The Convenience Fee feature allows businesses to add an optional fee to manual payments . This can help cover processing costs for payments made in person or over the phone. Convenience fees are set up at the Account Class level, so you can a...
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Last Updated: 02/10/2026
in Accounts Home Notes
Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire a...
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Last Updated: 02/10/2026
in Accounts Home Notes
Pathway: Customer > Search - Account This article details notes that are available at the site level. Site Level notes will display ONLY on the site they were added to. Permissions The following permissions are required ...