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An issue has been resolved that prevented the Bulk Account Portal Invites tool from sending out emails if 'Accounts with Active Services' was checked and more than one active service existed for an account. Pathway: Database > Bulk Acco...
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The Composition tab has been updated to include a total below the Quantity column. Pathway: Accounts > Search > Work Order ...
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The Customer Portal has been updated to provide portal users the option to manage their paperless billing preference. Requirements: The portal user must be a billing contact OR an account contact for an account that has no billing contacts ...
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Previously, an error was produced when attempting to import a route. This has been fixed. Pathway: Operations > Route Management > Current (Tab) > Import ...
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The Rate UOM field in Charge Code setup has been updated to limit the list of options to types that relate to volume, weight, area, each (per unit) and length. Time based UOMs have been removed. Pathway: Setup > Services > Charge Cod...
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Enhancements have been applied to the following Service Record tabs: Charges Ability to add the same charge code more than once. Source Location (enabled on the Work Type) Ability to add more than one Source Location. Select the green + ...
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An issue has been resolved that caused the incorrect bill group to populate in Billing Batch when a single invoice was created. Pathway: Accounting > Billing
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Previously, Billing Export (Format 1) incorrectly ordered the dates for quarterly site services. Logic has been updated to order the service dates beginning with the most recent. Pathway: Accounting > Billing ...
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An issue related to attachments has been resolved that caused email notifications to fail. Pathway: Database > Notification History ...
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The following modifications have been applied to the History screen of the Invoice Adjustment - Pending Approval and History tool: Added filters: Reason Code Submitted By Approved By Status Search box added. Count and Total display at bot...