Updated Articles

  1. AR Reports - *New* Work Order Payments Report (14825) [Enhancement]

    A new report ' Work Order Payments ' is available within AR reports and provides payment data based on the filter parameters selected. Start Date, End Date and Division are required to generate the report. Pathway: Reports > Standard Re...
  2. Logic Updated for Charge Code Rate Determination (14830)

    Logic has been updated to correct how default pricing rates are determined when a charge code is added to the work order. Pathway: Accounts > Search > Work Order
  3. System - Unit of Measure Setup Screen Re-Added (14981) [Enhancement]

    The Unit of Measure Setup screen has been re-added to Setup > System and uses the following logic: Edits to all existing UOMs are restricted to the Active status. Pathway: Setup > System > Unit of Measure ...
  4. Max Weight Charge - Flat Rate (14772) [Enhancement]

    The Add/Edit Active Service  and Add/Edit Service Proposal screens have been updated to support an Over Max flat rate charge. To support this, the following changes were made: Over Max Type  column was removed Over Max Weight  was renamed to...
  5. Service Notifications - Notifications Not Sending For Completed Services (14915)

    An issue has been resolved that prevented service notifications from sending out for services marked complete by the driver on their iPad or tablet. Pathway: Database > Notification History ...
  6. Paper Invoice Fee Functionality Added (14975) [Enhancement]

    New functionality has been added to the account's Bill Group to support the Paper Bill Fee option. Once enabled, fees display in Customer Service and on the invoice for all accounts assigned to the Bill Group. If an account should be excluded from...
  7. Vendor Invoice Management - Invoice History Export Not Including All Details From Screen (14907)

    Invoice History Export logic has been updated to include all details displayed on the History screen.  Pathway: Accounting > Vendor Invoice Management   ...
  8. Database Query - Description Column Added (14757) [Enhancement]

    A Description column has been added to the Database Query screen to explain the field with the description from the database. If a description does not exist in the database, none will display for the field.  Pathway:  Database...
  9. Dispatch - Route Optimization Running Time Updated to Display Local Time (15017) [Enhancement]

    Route optimization running time has been updated to display in local time (timezone configured in Setup > System > System Options) and not the previously used UTC time. This is viewed by right-clicking on the route after optimization has been initia...
  10. Charge Code - Enable Max Weight Charge Options Updated (14771) [Enhancement]

    Options in the Enable Max. Weight Charge field have been updated to the following: Yes - Per Unit Yes - Flat Charge Pathway: Setup > Services > Charge Code ...