Updated Articles

  1. Edit Account - New Field Options Added for Inbound Work Orders (15347) [Enhancement]

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The Edit Account screen has been updated to include two new check boxes in the Billing section:  Hide Work Order Format Rate  If selected, rates will be hidden from view on scale tickets or work orders that support printing rates. This option is...

  2. Truck Setup - Active/Inactive Setting Added (15484) [Enhancement]

    Last Updated: 08/04/2023 in Release Notes Home Release 69 Setup - 69 Release
    Enhancements  have been made to Truck setup screens to allow users to mark trucks as 'Active' or 'Inactive' for service use. In Add/Edit Truck, a 'Mark Active' and 'Mark Inactive' button was added to the bottom of the screen.  Mark Active...

  3. Work Type Setup (Operations) - New Setting Added to Work Type for NavuNav (15561) [Enhancement]

    Last Updated: 08/03/2023 in Release Notes Home Release 69 Operations - 69 Release
    The following changes have been made to the Add Work Type screen in Work Type Setup: The 'Work Type' tab has been renamed to 'Details.' A new 'NavuNav Settings' tab has been added.  NavuNav settings previously available in the Details tab have b...

  4. Portal - Updates To Report Buttons and Logic (15454)

    Last Updated: 08/03/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    The Reports button in the Account Portal has been renamed to Reports / Documents and includes the display of the count of attachments.  Logic was also updated to include attachments from both the Site and the Account when previously it was just Site...

  5. Invoice and Payment History (Portal) - Allow Printing of Adjustments (15568)

    Last Updated: 08/03/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    Logic has been updated for Credit Memos, now enabling printing functionality in the portal. Pathway: Customer Portal > Invoice History ...

  6. Dispatch - Screen Display Improvement (15552) [Enhancement]

    Last Updated: 08/03/2023 in Release Notes Home Release 69 Operations - 69 Release
    The size of the Location column has been increased to display the location's full address. Pathway: Operations > Dispatch > open Services List ...

  7. User Activities - 'Created Date' and 'Last Viewed' Times Not Matching (15505)

    Last Updated: 08/02/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Within the User Activity and Customer Calendar screens, the 'Created Date' time stamp and 'Last Viewed' time stamp did not match.  This has been resolved.  Pathway:  Accounts > User Activities ...

  8. Accounts - 'Paper Bill Fee' Should Only Display When 'Invoice By Email' Is Disabled (15521)

    Last Updated: 08/02/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, 'Paper Bill Fee' continued to display for accounts that had 'Invoice By Email' enabled.  This has been resolved. Pathway:  Accounts > Search > Accounts  ...

  9. Manifest Consolidation (Service Record)- 'Transfer Receipt Date' Added to Completion Tab (15447) [Enhancement]

    Last Updated: 07/31/2023 in Release Notes Home Release 69 Operations - 69 Release
    An enhancement has been made to the Completion tab in the Service Record screen for transfer manifests to include a 'Transfer Receipt Date' field. This field will only display if "Destruction Date" is enabled in Work Type Setup.  Pa...

  10. State Manifest Setup

    Last Updated: 07/31/2023 in Setup Home Operations
    Pathway:  Setup > Operations > State Manifest The State Manifest Setup screen establishes the default manifest format used for transporting waste by state and line of business.  Field Descriptions Field Description ...
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